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| − | [[Global Settings]] are accessed though the [[Configuration Menu|Configuration]], Global Settings [[Menu|menu]]. This page contains key global settings in a set of sections. This [[Menu|menu]] and related tabs are only available to [[System Administrator|system administrators]]. | + | #REDIRECT [[:Category:Global Settings]] |
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| − | 1. Click the [[Configuration Menu|Configuration]], [[Global Settings]] [[Menu|menu]].
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| − | The [[Global Settings]] page is displayed.
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| − | [[Image:Glob.png]]
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| − | This page is organised into a thirteen sections:
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| − | * [[Branding & Visual Settings]] – how this copy of [[SmartSimple]] will look.
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| − | * [[Database and File Storage Status]] – count companies and people – plus the ability to restore deleted companies or contacts.
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| − | * [[Login & Security Settings]] – how you wish to control access security.
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| − | * [[Business Configuration Settings]] – how the system should be customized to your specific business needs.
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| − | * [[ObjectSync Settings]] – provides ability to syncronise companies and [[User|users]] between instances.
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| − | * [[Branch & Account Settings]] – company [[Sign-Up Pages|signup pages]], [[Custom Field|custom fields]] and NAIC codes.
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| − | * [[User & Contact Settings]] – user signup pages, custom fields.
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| − | * [[Association Settings]] – provides ability to link users to more than one company.
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| − | * [[People Online Settings]] – select the fields that will be displayed when you move your mouse over a user listed in the People online list.
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| − | * [[Smart Folder]] Settings – if SmartFolders are enabled the amount of space required, and if you require use of the on-line editing features.
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| − | * [[Organisational Terminology]] – the company and people terminology you wish to use in this copy of SmartSimple.
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| − | * [[Phone Number Format]] – determines the acceptable format for phone numbers.
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| − | * [[Data Loading & Backup Settings]] – controls scheduled data loading and scheduled backups.
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| − | You can use the '''Quick Link''' combo box at the top of the page to move to the specific section without scrolling.
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| − | [[Image:Glob2.png]]
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| − | [[Category:Global Settings]][[Category:System Management]]
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