Difference between revisions of "Company & Account Settings"
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| − | '''Note:''' The terms ''Company'' and ''Account'' may have been renamed in your instance of [[SmartSimple]]. | + | '''Note:''' The terms ''Company'' and ''Account'' may have been renamed in your instance of [[SmartSimple]]. |
[[Image:Company and Account Settings 2017.png|1000px|border]] | [[Image:Company and Account Settings 2017.png|1000px|border]] | ||
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* '''Standard Fields''' - [[Contact and Account Standard Fields|Standard fields]] associated with organizations. | * '''Standard Fields''' - [[Contact and Account Standard Fields|Standard fields]] associated with organizations. | ||
* '''Custom Fields''' – [[Custom Fields|custom fields]] associated with both [[Internal|internal]] and [[External|external]] companies. | * '''Custom Fields''' – [[Custom Fields|custom fields]] associated with both [[Internal|internal]] and [[External|external]] companies. | ||
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* '''Activity List View''' - used to configure the list views for Business Unit and Organization activities | * '''Activity List View''' - used to configure the list views for Business Unit and Organization activities | ||
* '''Deleted Companies & Accounts''' - Allows you to view and/or restore recently deleted companies and accounts. See [[How do I undelete companies or contacts?]] | * '''Deleted Companies & Accounts''' - Allows you to view and/or restore recently deleted companies and accounts. See [[How do I undelete companies or contacts?]] | ||
| − | + | * '''Deleted Company & Account Addresses''' - Allows you to view deleted multiple addresses of companies and accounts. | |
* '''Default Primary contact''' - Make the first user created in an organization with no users the primary contact | * '''Default Primary contact''' - Make the first user created in an organization with no users the primary contact | ||
* '''Disable Address Inheritance''' - Prevent a new company or user address fields from defaulting to its parent | * '''Disable Address Inheritance''' - Prevent a new company or user address fields from defaulting to its parent | ||
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==See Also== | ==See Also== | ||
* [[Contact and Account Standard Fields]] | * [[Contact and Account Standard Fields]] | ||
| − | * [[User & Contact Settings]] | + | * [[User & Contact Settings|User & Contact Settings]] |
* [[List View|List Views]] | * [[List View|List Views]] | ||
[[Category:Global Settings]][[Category:System Management]] | [[Category:Global Settings]][[Category:System Management]] | ||
Latest revision as of 11:42, 27 November 2017
Note: The terms Company and Account may have been renamed in your instance of SmartSimple.
- Standard Fields - Standard fields associated with organizations.
- Custom Fields – custom fields associated with both internal and external companies.
- Dynamic Field Visibility Controls – Configure dynamic field visibility controls for Business Unit and Organization.
- Statuses – Statuses used for Business Unit and Organization
- Submit & Save Buttons – Submit & Save Buttons used for Business Unit and Organization
- SmartCheck Validation – SmartCheck validation to attach to form buttons for Business Unit and Organization
- Signup Pages – used to manage external web pages where companies can register.
- Duplicate Check Settings - Allows you to define which fields are prompted for and compared with existing Companies for duplicates when adding new organizations. See Duplicate Check.
- List View - used to configure the list view for organizations.
- Lookup List View - used to configure the fields shown when using an Ajax lookup on companies, also determines the list view for the Lookup dialog for the standard field "Organization" in the . See Configuring Ajax List Views.
- Activity List View - used to configure the list views for Business Unit and Organization activities
- Deleted Companies & Accounts - Allows you to view and/or restore recently deleted companies and accounts. See How do I undelete companies or contacts?
- Deleted Company & Account Addresses - Allows you to view deleted multiple addresses of companies and accounts.
- Default Primary contact - Make the first user created in an organization with no users the primary contact
- Disable Address Inheritance - Prevent a new company or user address fields from defaulting to its parent
- Company/Account Delete Redirect Template - Allows you to personalize the landing page after a business unit or account is deleted.
