Difference between revisions of "Company & Account Settings"

Revision as of 17:58, 27 July 2009

Note: The terms Company and Account may have been renamed in your instance of SmartSimple.

• Company Custom Fields – custom fields associated with internal companies.
• Account Custom Fields – custom fields associated with external companies.
• Company & Account Signup Pages – used to manage external web pages where companies can register.
• Duplicate Company Check Settings - Allows you to define which fields are prompted for and compared with existing Companies for duplicates when adding new Internal organizations
• Duplicate Account Check Settings - Allows you to define which fields are prompted for and compared with existing Companies for duplicates when adding new External organizations
• Transaction Types - Allows you to define and configure Company.
• Deleted Companies & Accounts - Allows you to view and/or restore recently deleted companies and accounts.
• Company/Account Standard Fields - See Contact and Account Standard Fields for details.

• Company Parent - enables the display of a parent organisation in the list views throughout the system. This feature is useful if the organisations you deal with are subsidiaries, and you need to be aware of the parent organisations.
• Resources – displays the company resource tab, only required when using job costing.
• NAIC Codes - the North American Industry Classification System (NAICS, pronounced Nakes) was developed as the standard for use by US, Canadian, and Mexican agencies in classifying business establishments. Enable this setting if you wish to track organisations by NAIC codes. You can set two codes for each organisation, a primary and secondary code.
• Display UTA Items – displays tracking items from the Universal Tracking Application associated as a set of tabs on the company record.

See Also

• Contact and Account Standard Fields