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Created page with "{| class="wikitable" |+style="text-align:left"| !Tab Name !Sub-section !Description |- |System |System Configuration | How the system should be customized to your specific..."
{| class="wikitable"
|+style="text-align:left"|
!Tab Name
!Sub-section
!Description
|-
|System
|[[System Configuration]]
| How the system should be customized to your specific business needs, including system-wide variables and all custom fields (including those in UTAs)
|-
|System
|System Options
| Switch off or on certain System options
|-
|System
|System Process
| Configure certain processes that may need to be run on a regular basis
|-
|System
| System Log and Summary
| Access to logs and system overview sections
|-
|Branding
|[[Branding & Visual Settings]]
| How this copy of [[SmartSimple]] will look.
|-
|Branding
|[[Organization Terminology|General Terminology]]
| The company and people terminology you wish to use in this copy of SmartSimple.
|
|-
|Organizations
|General Settings
| Company [[Sign-Up Pages|signup pages]], [[Custom Field|custom fields]], Statuses and buttons.
|-
|Organizations
|List View Settings
| Company List view options
|-
|Organizations
|Miscellaneous
| Additional features available to organizations
|-
|Users
|General Settings
| User [[Sign-Up Pages|signup pages]], [[Standard Field|standard fields]], [[Custom Field|custom fields]], Statuses and buttons.
|-
|Users
|List View Settings
| User List view options
|-
|User
|Miscellaneous
| Additional features available to users
|-
|Associations
|General Settings
| Switch on feature, and configure [[Standard Field|standard fields]] and [[Custom Field|custom fields]]
|-
|Associations
|List View Settings
| Association List view options
|-
|Associations
|Miscellaneous
| Additional features available to Associations
|-
|Associations
|Importing Tools
| Options to import Associations, People Relationships and Company Relationships
|-
|Transactions
|General Settings
| Transaction Types, [[Standard Field|standard fields]], [[Custom Field|custom fields]], Statuses and buttons.
|-
|Transactions
|List View Settings
| Transaction List view options
|-
|Security
|[[Login & Security Settings|Business Security Settings]]
|How you wish to control access security.
|-
|Security
|System Security Settings
|Switch off/ on security settings.
|-
|Integrations
|Authentication Settings
|Configure [[Primary Authentication Controller|Authentication Controll]] and [[Single Sign-On|Single Sign-On]].
|-
|Integrations
|[[SMTP Settings|SMTP Relay Settings]]
| Enable relay of all SmartSimple e-mail via your company's SMTP server.
|-
|Integrations
|[[JSON API (SmartConnect)|API Settings]]
|Configure SmartConnect RESTful [[:Category:API|API]] functions
|-
|Integrations
|Service Settings
|Configure Integration Key Management, including on-line signing of documents
|-
|Integrations
|Watch List Settings
|Manage Watchlist and [[GuideStar]] settings
|-
|Integrations
|Mobile App Settings
|Settings specific to the Mobile application
|-
|Classic Options
|[[Classic Interface Options]]
|Enable old versions of certain system features
|-
|Classic Options
|Classic Features and Functions
|Control of various system objects
|-
|Classic Options
|[[People Online Settings]]
|Select the fields that will be displayed when you move your mouse over a user listed in the People online list.
|-
|Classic Options
|ObjectSync Settings
|Provides ability to synchronise companies and users between instances.
|}
|+style="text-align:left"|
!Tab Name
!Sub-section
!Description
|-
|System
|[[System Configuration]]
| How the system should be customized to your specific business needs, including system-wide variables and all custom fields (including those in UTAs)
|-
|System
|System Options
| Switch off or on certain System options
|-
|System
|System Process
| Configure certain processes that may need to be run on a regular basis
|-
|System
| System Log and Summary
| Access to logs and system overview sections
|-
|Branding
|[[Branding & Visual Settings]]
| How this copy of [[SmartSimple]] will look.
|-
|Branding
|[[Organization Terminology|General Terminology]]
| The company and people terminology you wish to use in this copy of SmartSimple.
|
|-
|Organizations
|General Settings
| Company [[Sign-Up Pages|signup pages]], [[Custom Field|custom fields]], Statuses and buttons.
|-
|Organizations
|List View Settings
| Company List view options
|-
|Organizations
|Miscellaneous
| Additional features available to organizations
|-
|Users
|General Settings
| User [[Sign-Up Pages|signup pages]], [[Standard Field|standard fields]], [[Custom Field|custom fields]], Statuses and buttons.
|-
|Users
|List View Settings
| User List view options
|-
|User
|Miscellaneous
| Additional features available to users
|-
|Associations
|General Settings
| Switch on feature, and configure [[Standard Field|standard fields]] and [[Custom Field|custom fields]]
|-
|Associations
|List View Settings
| Association List view options
|-
|Associations
|Miscellaneous
| Additional features available to Associations
|-
|Associations
|Importing Tools
| Options to import Associations, People Relationships and Company Relationships
|-
|Transactions
|General Settings
| Transaction Types, [[Standard Field|standard fields]], [[Custom Field|custom fields]], Statuses and buttons.
|-
|Transactions
|List View Settings
| Transaction List view options
|-
|Security
|[[Login & Security Settings|Business Security Settings]]
|How you wish to control access security.
|-
|Security
|System Security Settings
|Switch off/ on security settings.
|-
|Integrations
|Authentication Settings
|Configure [[Primary Authentication Controller|Authentication Controll]] and [[Single Sign-On|Single Sign-On]].
|-
|Integrations
|[[SMTP Settings|SMTP Relay Settings]]
| Enable relay of all SmartSimple e-mail via your company's SMTP server.
|-
|Integrations
|[[JSON API (SmartConnect)|API Settings]]
|Configure SmartConnect RESTful [[:Category:API|API]] functions
|-
|Integrations
|Service Settings
|Configure Integration Key Management, including on-line signing of documents
|-
|Integrations
|Watch List Settings
|Manage Watchlist and [[GuideStar]] settings
|-
|Integrations
|Mobile App Settings
|Settings specific to the Mobile application
|-
|Classic Options
|[[Classic Interface Options]]
|Enable old versions of certain system features
|-
|Classic Options
|Classic Features and Functions
|Control of various system objects
|-
|Classic Options
|[[People Online Settings]]
|Select the fields that will be displayed when you move your mouse over a user listed in the People online list.
|-
|Classic Options
|ObjectSync Settings
|Provides ability to synchronise companies and users between instances.
|}
