Difference between revisions of "Server Settings/Dropbox Settings"
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Once the dropbox is set up it is ready for use by any authorized CRM 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 | + | ''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: | 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]] | + | [[File:CRM_Dropbox_Settings.jpg|Commence CRM Dropbox Settings]] |
=== Account Information === | === Account Information === | ||
| Line 26: | Line 26: | ||
=== Login Information === | === Login Information === | ||
| − | This allows | + | 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. | *''User Name'': Enter the email address for the dropbox account. | ||
Latest revision as of 17:57, 24 May 2021
Return to System Configuration
Contents
Configuring the Dropbox
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 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
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.
- Password: Enter the email password for the dropbox account.
If the email password changes be sure to update this login information in CRM!
Your company CRM dropbox setup is complete.