Changes

Jump to: navigation, search

System Settings

600 bytes added, 18:06, 26 August 2013
no edit summary
Rather than having to log in to SmartSimple each time you open your web browser, a "cookie" can be installed on your computer that will automatically authenticate you, allowing you to bypass the login screen. (This setting can be [[Manager_Permissions|enabled or disabled]] by your system administrator). In order for this feature to work, you must have the user's browser enabled to accept persistent cookies.
<u>'''User Settings – ==Display Options'''</u>==
[[Image:Ps8.png]]
* '''Discussion Alias''' – an anonymous name you wish to use when posting to [[SmartSimple]] discussions that are enabled for public access.
<u>'''User Settings – ==Regional Options'''</u>==
These options determine your regional settings.
:* If you enable the '''Internet Map''' feature, then the '''Map''' icon will be displayed next to each address. [[Image:Ps10.jpg|link=|25px]]
<u>'''User Setting – ==New User Default Settings'''</u>==
The next set of options is used to control how the system should handle new [[contacts ]] that you add to the system.
[[Image:Ps11.png]]
* '''Company''' – determines the company to which individual contacts should be added – if you do not select a company before creating the new contact. Generally, you will create a new company named “general contacts” and set this as the default company in this field.
* '''Role''' – determines the “type” of contact that you most frequently will be adding to the system. This feature ensures that the correct fields are displayed for a new contact specific to your needs.
* '''Default ATS Folder''' – determines which folder to use for new applicants – only used in conjunction with the [[Applicant Tracking]] System.
<u>==New Company Default Settings== The next set of options is used to control how the system should handle new [[companies]] that you add to the system. [[Image:Ps11.png]] * '''CacheParent Company''' – determines the parent company to which individual companies should be added as a sub-company.* '''Category'''</u>– determines the “type” of company that you most frequently will be adding to the system. This feature ensures that the correct fields are displayed for a new contact specific to your needs. ==Cache==
When you work with calendar pop-ups you can drag the calendar to any location on the screen and the system will [[Sticky Pop-Up Calendar|remember that location]]. So the next time you access a pop-up calendar it will be displayed in the same location.
You can clear this setting by clicking the '''Clear''' button.
 
==Outlook Synchronization==
 
See [[SmartSimple_Microsoft_Outlook_Synchronization_-_Initial_Setup#SmartSimple_Outlook_Synchronization_Roles|this page]] for additional details.
<!--<u>'''Wireless Settings'''</u>
8,849
edits

Navigation menu