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Configuring a SmartSimple Instance

1,539 bytes removed, 16:03, 13 July 2017
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The Global Settings page is displayed.
 
This page is organised into a various sections:* [[Branding & Visual Settings]] – how this copy of [[SmartSimple]] will look.* [[Database and File Storage Status]] – count companies and people – plus the ability to restore deleted companies or contacts.* [[Login & Security Settings]] – how you wish to control access security.* [[Business Configuration Settings]] – how the system should be personalized to your specific business needs.* [[ObjectSync Settings]] – provides ability to syncronise companies and [[User|users]] between instances.* [[Branch & Account Settings]] – company [[Sign-Up Pages|signup pages]], [[Custom Field|custom fields]] and NAIC codes.* [[User & Contact Settings]] – user signup pages, custom fields.* [[Association Settings]] – provides ability to link users to more than one company.* [[People Online Settings]] – select the fields that will be displayed when you move your mouse over a user listed in the People online list.<!--* [[Smart Folder]] Settings – if SmartFolders are enabled the amount of space required, and if you require use of the on-line editing features.-->* [[Organisational Terminology]] – the company and people terminology you wish to use in this copy of SmartSimple.* [[Phone Number Format]] – determines the acceptable format for phone numbers.* [[Data Loading & Backup Settings]] – controls scheduled data loading and scheduled backups. You can use the '''Quick Link''' combo box at the top of the page to move to the specific section without scrolling.{{GlobalSettings 2017}}
[[Image:Glob2.png]]
==[[Branding & Visual Settings|Branding]]==
These settings are used to control the overall visual and branding settings.
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