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Company & Account Settings

722 bytes removed, 19:09, 10 June 2014
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[[Image:Company and Account Settings June 2014.png]]
* '''Company/Standard Fields''' - [[Contact and Account Standard Fields|Standard fields]] associated with organizations.* '''Custom Fields''' – [[Custom Fields|custom fields]] associated with both [[Internal|internal]] and [[External|external]] companies.* '''Company Branch Custom Fields''' – [[Custom Fields|custom fields]] associated only with [[Internal|internal]] companies.* '''Company List View''' - used to configure the [[List View|list view]] for [[Internal|internal]] companies.* '''Company Ajax List View''' - used to configure the fields shown when using an [[Ajax]] lookup on companies, also determines the [[List View|list view]] for the Lookup dialog for the [[standard field]] "Organization." See [[Configuring Ajax List Views]].* '''Account Custom Fields''' – [[Custom Fields|custom fields]] associated only with [[External|external]] companies.* '''Account List View''' - used to configure the [[List View|list view]] for [[External|external]] companiesorganizations.* '''Account Ajax Lookup List View''' - used to configure the fields shown when using an [[Ajax]] lookup on accountscompanies, also determines the [[List View|list view]] for the Lookup dialog for the [[standard field]] "Organization" in the {{UTA}}. See [[Configuring Ajax List Views]].* '''Company & Account Signup Pages''' – used to manage [[Creating a Company Sign Up Page|external web pages where companies can register.* '''Duplicate Company Check Settings''' - Allows you to define which fields are prompted for and compared with existing Companies for duplicates when adding new Internal organizations. See [[Duplicate Check]].* '''Duplicate Account Check Settings''' - Allows you to define which fields are prompted for and compared with existing Companies for duplicates when adding new External organizations. See [[Duplicate Check]].
* '''Transaction Types''' - Allows you to define and configure [[:Category:Transactions|Transactions]].
* '''Deleted Companies & AccountsDuplicate Check Settings''' - Allows you to view define which fields are prompted for and/or restore recently deleted companies and accountscompared with existing Companies for duplicates when adding new organizations. See [[How do I undelete companies or contacts?Duplicate Check]].
* '''[[Delete Redirect Template|Company/Account Delete Redirect Template]]''' - Allows you to customize the landing page after a business unit or account is deleted.
* '''Company/Account Standard Field Settings''' - See [[Contact and Account Standard Fields]] for details.
 * '''Enable State / Province Combo-boxDeleted Companies & Accounts''' - Display state Allows you to view and/ province field as combo-box or restore recently deleted companies and accounts. See [[How do I undelete companies or contacts?]]* '''Company Parent''' - enables the display of a parent organisation organization in the list views throughout the system. This feature is useful if the organisations organizations you deal with are subsidiaries, and you need to be aware of the parent organisationsorganizations.
* '''Internal Owner Ajax Lookup'''- Enable [[Ajax]] Lookup on internal company owner.
* '''Allow External Owner''' - [[External]] user can be used as an [[internal]] company's owner
* '''NAIC Codes''' - the '''North American Industry Classification System''' (NAICS, pronounced Nakes) was developed as the standard for use by US, Canadian, and Mexican agencies in classifying business establishments. Enable this setting if you wish to track organisations by NAIC codes. You can set two codes for each organisation, a primary and secondary code.
* '''Display UTA Items''' – displays tracking items from the [[Universal Tracking Application]] associated as a set of tabs on the company record.
 
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