Changes

The Global Settings page is displayed.

This page is organised into a thirteen sections:

You can use the '''Quick Link''' combo box at the top of the page to move to the specific section without scrolling.

==[[Branding & Visual Settings]]==

These settings are used to control the overall visual and branding settings.

1. Click on the '''Colours & Fonts''' link to review the visual settings.

The Page text matches are displayed.

4. Click on the link for '''Themes'''.

1. Click the '''Colour pallet''' icon next to any setting.

The colour pallet is displayed.

2. Click the '''Cancel''' button.

The Login screen content is displayed.

2. Modify the content as required.

The Title Type defines whether text or a login should be displayed in the top left corner of the main window.

When the organisation first registers, the title text displayed on the top left of the [[SmartSimple]] page is set to the organisation name.

==[[Database and File Storage Status]]==

This section displays the current number of Branches ([[Internal|internal]]), Accounts ([[External|external]]), Users ([[Internal|internal]]) and Contact ([[External|external]]) in this [[Instance|instance]] of [[SmartSimple]].

These setting are used to control system security.

==[[Password Policy]]==

The '''Password Policy''' window is displayed.

The following password settings are available:

If you enable special characters, the special character list will be displayed to the user when they change their password.

'''Intruder Lockout Settings''' – these settings determine the actions that should be taken if someone attempts to log into your copy of [[SmartSimple]].

* '''Body''' – the body of the alert email. See below for the variables that you can use in the body.

==[[Intruder Log]]==

2. Click the '''View Log''' tab.

* The list can be sorted by clicking the column title.

* You can filter the list by [[Username|username]], year, and month.

The '''View Locked Users''' link will display all currently locked [[User|users]].

This '''organisation settings''' page is also used to manage content for the '''default new user''' and '''request password''' emails.

* The '''New User''' email message is sent to a [[User|user]] when you enable their access to SmartSimple for the first time.

1. Click the '''Enable SSL''' check box.

If your organisation is using a dedicated [[SmartSimple]] Server, you will need to purchase an SSL certification for this feature to function.

2. Set the '''Web Alias''' as required.

The Web Alias should be set before other [[User|users]] begin to use the system.

3. Set the '''Email Domain''' as required.

Users of the system that are not in your email domain must use their full email address to log into [[SmartSimple]].

4. Set the '''Session Timeout''' as required.

We recommend that you always set this option. Generally, 30 or 60 minutes are acceptable timeout periods.

The Business Configuration settings provide access to key features to customize this [[Instance|instance]] of [[SmartSimple]] for specific business needs.

This feature supports sharing information between [[Instance|instances]] of [[SmartSimple]].

==[[Branch & Account Settings]]==

* '''Branch Custom Fields''' – [[Custom Fields|custom fields]] associated with [[Internal|internal]] companies.

* '''Resources''' – displays the company resource tab, only required when using job costing.

* '''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.

==[[User & Contact Settings]]==

* '''User Custom Fields''' – [[Custom Fields|custom fields]] associated with [[Internal|internal]] [[User|users]].

You can set the following values:

* '''Left Navigation Style''' – choose '''Static''' for [[Menu|menus]] that don’t expand or dynamic for [[Menu|menus]] that open and close.

* '''List View Thumbnail Size''' – determines the size of images in reports.

These options determine your regional settings.

* '''Input Date Format''' – the individual [[User|user’s]] preferred entry format for date time values.

==[[Association Settings]]==

[[Associates]]/[[Associations]] – enabling this feature will allow you to associate a single contact with multiple companies. The [[Associates]] tab will be displayed in each company record – to show associated people. The [[Associations]] tab will be displayed on each contact record to display the companies that they are associated with.

These settings control the fields displayed when you mouse over [[User|users]] listed in the people online.

==[[SmartFolder Settings]]==

These settings are only displayed when you enable the [[Smart Folder]] application.

* '''On-Line Editing''' – provides [[User|users]] with the ability to open, edit, and save edited files to [[SmartSimple]]. This feature is used in conjunction with a desktop plug-in that must be downloaded and installed in any workstation where you wish to use this feature.

* Size Subscribed – defines the amount of disk storage required for [[Smart Folder|SmartFolders]] – up to 5 GB.

You can define specific terminology for some basic [[SmartSimple]] objects.

These terms relate to both [[Internal|internal]] and [[External|external]] “organisations” – singular and plural and internal and external “users” – singular and plural.

These settings define the accepted formats for phone numbers of varying length.

==[[Data Loading & Backup Settings]]==

* [[Autoloader]] – used to define scheduled upload of data from [[Smart Folder|SmartFolders]] into company, contact, and [[Application|applications]].

1. Click the '''Licensing''' tab.

* Set the number of [[Internal]] Licenses to the number of people in your organisation that will be using the system.