Changes

!|SystemTab Name!|[[System Configuration]]Sub-section!| How the system should be customized to your specific business needs, including system-wide variables and all custom fields (including those in UTAs)Description

||System||[[System OptionsConfiguration]]| Switch off or on certain System options |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 ProcessOptions| Configure |Switch off or on certain processes that may need to be run on a regular basis System options

||System|| System Log and Summary Process| Access |Configure certain processes that may need to logs and system overview sections be run on a regular basis

|Branding|System|[[Branding & Visual Settings]] |System Log and Summary| How this copy of [[SmartSimple]] will look.|Access to logs and system overview sections

||Branding||[[Organization TerminologyBranding & Visual Settings|General TerminologyBranding & Visual Settings]]| The company and people terminology you wish to use in |How this copy of [[SmartSimple]] will look.|

|Organizations|Branding|General Settings| Company [[Sign-Up PagesOrganization Terminology|signup pagesGeneral Terminology]], [[Custom Field||custom fields]], Statuses The company and buttonspeople terminology you wish to use in this copy of SmartSimple.||

||Organizations |List View |General Settings|| Company List view options [[Sign-Up Pages|signup pages]], [[Custom Field|custom fields]], Statuses and buttons.

||Organizations|Miscellaneous|List View Settings| Additional features available to organizations |Company List view options

|Users|General SettingsOrganizations| User [[Sign-Up Pages|signup pages]], [[Standard FieldMiscellaneous|standard fields]], [[Custom Field|custom fields]], Statuses and buttons.Additional features available to organizations

||Users |List View |General Settings|| User List view options [[Sign-Up Pages|signup pages]], [[Standard Field|standard fields]], [[Custom Field|custom fields]], Statuses and buttons.

|User |Users|Miscellaneous|[[List View Overview|List View]] Settings| Additional features available to users |User [[List View Overview|list view options]]

|Associations |General Settings| Switch on feature, and configure [[Standard Field|standard fieldsUser]] and [[Custom Field||Miscellaneous||custom fields]] Additional features available to users

||[[Association Settings|Associations ]]|List View |General Settings| Association List view options |Switch on feature, and configure [[Standard Field|standard fields]] and [[Custom Field|custom fields]]

||Associations |Miscellaneous|List View Settings| Additional features available to Associations |Association List view options

||Associations |Importing Tools |Miscellaneous| Options |Additional features available to import Associations, People Relationships and Company Relationships

|Transactions |Associations|General Settings|Importing Tools| Transaction Types, [[Standard Field|standard fields]], [[Custom Field|custom fields]]Options to import Associations, Statuses People Relationships and buttons.Company Relationships

||Transactions |List View |General Settings|| Transaction List view options Types, [[Standard Field|standard fields]], [[Custom Field|custom fields]], Statuses and buttons.

|Security|Transactions|[[Login & Security Settings|Business Security List View Settings]]|How you wish to control access security.|Transaction List view options

||Security|System |[[Login & Security Settings|Business Security Settings]]|Switch off/ on |How you wish to control access security settings.

|Integrations|Security|Authentication |System Security Settings |Configure [[Primary Authentication Controller|Authentication Control]] and [[Single Sign-On|Single Sign-On]]Switch off/ on security settings.

||Integrations||Authentication Settings||Configure [[SMTP SettingsPrimary Authentication Controller|SMTP Relay SettingsAuthentication Control]]| Enable relay of all SmartSimple eand [[Single Sign-mail via your company's SMTP serverOn]].

||Integrations||[[JSON API (SmartConnect)SMTP Settings|API SMTP Relay Settings]] |Configure SmartConnect RESTful [[:Category:API|API]] functionsEnable relay of all SmartSimple e-mail via your company's SMTP server.

||Integrations |Service |[[JSON API (SmartConnect)|API Settings ]]||Configure Integration Key Management, including on-line signing of documents SmartConnect RESTful [[:Category:API|API]] functions

||Integrations |Watch List |Service Settings |Manage Watchlist and [[GuideStar]] settings|Configure Integration Key Management, including on-line signing of documents

||Integrations |Mobile App |Watch List Settings|Settings specific to the Mobile application |Manage Watchlist and [[GuideStar]] settings

|Classic Options |Integrations|[[Classic Interface Options]]|Mobile App Settings|Enable old versions of certain system features |Settings specific to the Mobile application

||Classic Options ||[[Classic Features and FunctionsInterface Options]]|Control |Enable old versions of various certain system objectsfeatures

||Classic Options |[[People Online Settings]]|Classic Features and Functions|Select the fields that will be displayed when you move your mouse over a user listed in the People online list.|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.