Company & Account Settings

Note: The terms Company and Account may have been renamed in your instance of SmartSimple.

Standard Fields - Standard fields associated with organizations.
Custom Fields – custom fields associated with both internal and external companies.
Dynamic Field Visibility Controls – Configure dynamic field visibility controls for Business Unit and Organization.
Statuses – Statuses used for Business Unit and Organization
Submit & Save Buttons – Submit & Save Buttons used for Business Unit and Organization
SmartCheck Validation – SmartCheck validation to attach to form buttons for Business Unit and Organization
Signup Pages – used to manage external web pages where companies can register.
Duplicate Check Settings - Allows you to define which fields are prompted for and compared with existing Companies for duplicates when adding new organizations. See Duplicate Check.

List View - used to configure the list view for organizations.
Lookup List View - used to configure the fields shown when using an Ajax lookup on companies, also determines the list view for the Lookup dialog for the standard field "Organization" in the . See Configuring Ajax List Views.
Activity List View - used to configure the list views for Business Unit and Organization activities
Deleted Companies & Accounts - Allows you to view and/or restore recently deleted companies and accounts. See How do I undelete companies or contacts?
Deleted Company & Account Addresses - Allows you to view deleted multiple addresses of companies and accounts.
Default Primary contact - Make the first user created in an organization with no users the primary contact
Disable Address Inheritance - Prevent a new company or user address fields from defaulting to its parent
Company/Account Delete Redirect Template - Allows you to personalize the landing page after a business unit or account is deleted.

See Also