Changes

System Configuration

134 bytes removed, 19:12, 1 October 2019

no edit summary

The System Configuration section of the [[Global Settings]] page contains links to the following configuration pages:

* [[:Category:WorkflowsUser Role|WorkflowsUser Roles]]* [[Reminder TemplatesClient Categories|Company Categories]]* [[Resource Types]]* [[Ledger Codes]]* [[Event TypesSearch Custom Fields|Custom Fields]]

* [[Address Types]]

* [[Advanced LogicField Revision Annotations|Annotation Types]]* [[Message QueueNotes|Note Types]]* [[System Summary]]* [[UTA PDF ParserVariables]]* [[Arcadia SettingsLanguage Library]]* [[GuideStar Settings]]* [[Configuration Error Log]]Recorder Librbary* [[Global Search|Global Search]] <!--* [[Address Validation]]* [[Advanced Filter|SearchFilters]]* [[GeocodingVersioning|SmartVersioning]]-->

The following options are also displayed:

* '''Activate SmartCheck Validation''' - See [[SmartCheck Validation]] for more information on this feature.

* '''Enable Multiple Address''' - See [[Address Types]] for more information on this feature.

* '''[[Enable Translation Service|Enable Field Translation Service]]'''- allows for language translation of data entered into text fields, achieved by integration with Google Translate* '''Enable Google Drive Integration Lookup for File Fields'''- Allow to upload files from Google Drive for any File Upload custom fields (Please contact Support when first enabling this feature)* '''[[List Calendar by Company/Account]]'''* '''Enable Online Editing''' – provides [[User|users]] with the ability to open, edit, and save edited files to [[SmartSimple]]. This feature is used in conjunction with a desktop plug-in that must be downloaded and installed in any workstation where you wish to use this feature. See [[Online File Editing]].* '''[[Enable warning upon navigation from unsaved forms]]'''- users will be presented with a dialog box asking for confirmation to leave the page upon navigating away from an edited, unsaved record.* '''Disable All Workflows''' - ability to disable re-enable all workflows from triggering. This can be used when importing or batch updating records and don't want workflows and notifications to trigger.

<!--* '''Hide record lock from user who has the record locked''' - See [[Record Lock#Hiding the Record Lock Notification|Record Lock]].-->

 

<!--* '''Enable warning when deleting files''' - See [[Deleting Files from SmartFolders]].

* '''Disable showing all transactions on first page load.'''-->

* '''[[:Category:Calendars|Enable conflict check for calendar]]''' - calendar checks for date conflicts, triggering an alert to warn you of any such conflict.

* '''[[:Category:Calendars|Enable Calendar in UTA Contact Lookup]]''' - can access calendar against contacts in a UTA Contact lookup

* '''[[Holiday Calendar]]''' - SmartSimple calendar that stores dates designated by your organization as holidays

* '''[[:Category:Calendars|Calendar Event Preview Default Template]]''' - allows you to format the text which appears when you mouseover a calendar event within a calendar

[[Category:Global Settings]]

• ← Older edit

Nancy Sabo

Smartstaff, administrator

421

edits