Difference between revisions of "Global Settings"

Revision as of 16:23, 30 October 2007

Global Settings are accessed though the Configuration, Global Settings menu. This page contains key global settings in a set of sections. This menu and related tabs are only available to system administrators.

1. Click the Configuration, Global Settings menu.

The Global Settings page is displayed.

File:Glob.png

This page is organised into a thirteen sections:

• Branding & Visual Settings – how this copy of SmartSimple will look.
• Database and File Storage Status – count companies and people – plus the ability to restore deleted companies or contacts.
• Login & Security Settings – how you wish to control access security.
• Business Configuration Settings – how the system should be customized to your specific business needs.
• ObjectSync Settings – provides ability to syncronise companies and users between instances.
• Branch & Account Settings – company signup pages, custom fields and NAIC codes.
• User & Contact Settings – user signup pages, custom fields.
• Association Settings – provides ability to link users to more than one company.
• People Online Settings – select the fields that will be displayed when you move your mouse over a user listed in the People online list.
• Smart Folder Settings – if SmartFolders are enabled the amount of space required, and if you require use of the on-line editing features.
• Organisational Terminology – the company and people terminology you wish to use in this copy of SmartSimple.
• Phone Number Format – determines the acceptable format for phone numbers.
• Data Loading & Backup Settings – controls scheduled data loading and scheduled backups.

You can use the Quick Link combo box at the top of the page to move to the specific section without scrolling.