Company & Account Settings

Note: The terms Company and Account may have been renamed in your instance of SmartSimple. In the following example Company has been renamed to Branch.

• Branch Custom Fields – custom fields associated with internal companies.
• Account Custom Fields – custom fields associated with external companies.
• User and Contact Signup Pages – used to manage external web pages where people can register as contacts.
• Branch and Account Signup Pages – used to manage external web pages where companies can register.
• 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