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Global Settings

2,020 bytes removed, 20:25, 13 May 2009
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#REDIRECT [[Global Settings]] are accessed though the [[Configuration Menu|Configuration]], Global Settings [[Menu|menu]]. This page contains key global settings in a set of sections. This [[Menu|menu]] and related tabs are only available to [[System Administrator|system administrators]]. 1. Click the [[Configuration Menu|Configuration]], [[Global Settings]] [[Menu|menu]]. The [[Global Settings]] page is displayed. [[Image:Glob.png]] This page is organised into a thirteen 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 customized 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. [[Image:Glob2.png]] [[Category:Global Settings]][[Category:System Management]]
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