Server Settings/Dropbox Settings - Revision history

F.viau at 17:57, 24 May 2021

2021-05-24T17:57:01Z

F.viau: /* Configuring the Dropbox */ updated image

2021-05-20T14:08:06Z

Configuring the Dropbox: updated image

J.collier: resized image

2013-06-05T14:36:11Z

resized image

J.collier: /* Configuring the Dropbox */

2013-06-05T14:27:02Z

Configuring the Dropbox

J.collier: /* Configuring the Dropbox */ uploaded screenshot

2013-06-05T13:56:49Z

Configuring the Dropbox: uploaded screenshot

J.collier at 22:18, 4 June 2013

2013-06-04T22:18:22Z

J.collier: Created page with "This is the dropbox page."

2012-10-15T15:26:31Z

Created page with "This is the dropbox page."

New page

This is the dropbox page.

@@ Line 14: / Line 14: @@
 # Enter the information requested and click Save.
-[[File:CRM_Dropbox_Settings.jpg|right|Commence CRM Dropbox Settings]]
+[[File:CRM_Dropbox_Settings.jpg|Commence CRM Dropbox Settings]]
 === Account Information ===

@@ Line 4: / Line 4: @@
 Once the dropbox is set up it is ready for use by any authorized CRM user at your company.
-''Note: Dropbox settings can only be entered by an On Demand administrator. If no one has Administrator rights at your company, please contact Commence to help you with the dropbox configuration.''
+''Note: Dropbox settings can only be entered by an administrator. If no one has Administrator rights at your company, please contact Commence to help you with the dropbox configuration.''
 To enter the dropbox settings for your company:
@@ Line 14: / Line 14: @@
 # Enter the information requested and click Save.
-[[File:CRM_Dropbox_Settings.jpg|400px|thumb|right|Commence CRM Dropbox Settings]]
+[[File:CRM_Dropbox_Settings.jpg|right|Commence CRM Dropbox Settings]]
 === Account Information ===
@@ Line 26: / Line 26: @@
 === Login Information ===
-This allows On Demand to automatically check your dropbox (email inbox) at regular intervals to capture any email messages that have been logged by On Demand users.
+This allows the CRM to automatically check your dropbox (email inbox) at regular intervals to capture any email messages that have been logged by CRM users.
 *''User Name'': Enter the email address for the dropbox account.

@@ Line 8: / Line 8: @@
 To enter the dropbox settings for your company:
-# Select Administration from the Quick Links menu.
+# Select '''Administration''' from the Quick Links menu.
-# Select Configuration from the Administrator menu.
+# Select '''Configuration''' from the Administrator menu.
-# Select Email Settings under Configuration.
+# Select '''Email Settings''' under Configuration.
-# Select the Dropbox Settings tab on the Email Settings page.
+# Select the '''Dropbox Settings''' tab on the Email Settings page.
 # Enter the information requested and click Save.
-[[File:CRM_Dropbox_Settings.jpg]]
+[[File:CRM_Dropbox_Settings.jpg|400px|thumb|right|Commence CRM Dropbox Settings]]
 === Account Information ===

@@ Line 1: / Line 1: @@
 Return to '''[[System_Configuration|System Configuration]]'''
-= Configuring the Dropbox =
+== Configuring the Dropbox ==
-Once the dropbox is set up it is ready for use by any authorized On Demand user at your company.
+Once the dropbox is set up it is ready for use by any authorized CRM user at your company.
 ''Note: Dropbox settings can only be entered by an On Demand administrator. If no one has Administrator rights at your company, please contact Commence to help you with the dropbox configuration.''
@@ Line 8: / Line 8: @@
 To enter the dropbox settings for your company:
-Select Administration from the Quick Links menu.
+# Select Administration from the Quick Links menu.
-Select Configuration from the Administrator menu.
+# Select Configuration from the Administrator menu.
-Select Email Settings under Configuration.
+# Select Email Settings under Configuration.
-Select the Dropbox Settings tab on the Email Settings page.
+# Select the Dropbox Settings tab on the Email Settings page.
-Enter the information requested and click Save.
+# Enter the information requested and click Save.
 [[File:CRM_Dropbox_Settings.jpg]]
-== Account Information ==
+=== Account Information ===
-*Dropbox Address: This is the dedicated dropbox email address.
+*''Dropbox Address'': This is the dedicated dropbox email address.
-== Server Information ==
+*''User Name'': Enter the email address for the dropbox account.
-*Account Type: Only POP3 inboxes are supported at this time.
+*''Password'': Enter the email password for the dropbox account.
-== Login Information ==
+ If the email password changes be sure to update this login information in CRM!
-Your company dropbox setup is complete.
+Your company CRM dropbox setup is complete.

@@ Line 13: / Line 13: @@
 Select the Dropbox Settings tab on the Email Settings page.
 Enter the information requested and click Save.
 == Account Information ==

← Older revision		Revision as of 22:18, 4 June 2013
Line 1:		Line 1:
−	This is the dropbox ~~page~~.	+	Return to '''[[System_Configuration\|System Configuration]]'''
		+
		+	= Configuring the Dropbox =
		+	Once the dropbox is set up it is ready for use by any authorized On Demand user at your company.
		+
		+	''Note: Dropbox settings can only be entered by an On Demand administrator. If no one has Administrator rights at your company, please contact Commence to help you with the dropbox configuration.''
		+
		+	To enter the dropbox settings for your company:
		+
		+	Select Administration from the Quick Links menu.
		+	Select Configuration from the Administrator menu.
		+	Select Email Settings under Configuration.
		+	Select the Dropbox Settings tab on the Email Settings page.
		+	Enter the information requested and click Save.
		+
		+	== Account Information ==
		+	*Dropbox Address: This is the dedicated dropbox email address.
		+
		+	== Server Information ==
		+	*Account Type: Only POP3 inboxes are supported at this time.
		+	*Incoming Mail Server: This is the URL used by your mail server to receive email. Using the fictional Acme Company, this would be “mail.acme.com”.
		+	*Port: This is typically “110” for POP3. Check with your email provider if you are not sure of the correct settings.
		+	*SSL: Check this box only if your mail server requires encryption.
		+
		+	== Login Information ==
		+	*User Name: Enter the email address for the dropbox account. This allows On Demand to check your dropbox (inbox) at regular intervals and capture any email messages that have been logged by On Demand users.
		+	*Password: Enter the email password for the dropbox account. Be sure to keep this updated if your email administrator requires passwords to be changed regularly.
		+
		+	Your company dropbox setup is complete.