Smartstaff, administrator
4,478
edits
Changes
→Company and Account Recordsets
|
==Company and Account Recordsets==
* <!--31-->'''Companies/Accounts''' - Fields that pertain to [[organization]] records in your SmartSimple system. The exact terminology for this section will be based on the External Unit value configured in the Organization Terminology section of the Global Settings.
* <!--11-->'''UTA Record Lock''' - [[Record Lock]] history of records.
* <!--30-->'''Branches/Offices''' - Information entered into the system including all [[custom fields]] for [[internal]] branches or offices. The exact terminology for this section will be based on the Internal Unit value configured in the Organization Terminology section of the Global Settings.
* <!--38-->'''Categories''' - Company/Account [[Client Categories|categories]].
|}
