Difference between revisions of "Server Settings"

From Commence CRM-Help
 
(30 intermediate revisions by 2 users not shown)
Line 1: Line 1:
−
To do this, select  from the  sidebar on the left side of the Home Page. Under Configuration you will see a menu for Server Settings.  Start by opening the Regional Settings tab.Regional Settings• The Default Timezone should be set to the location and time zone for the majority of users at your company.  
+
You can view or manage server and regional settings that are specific to your company.
  
−
• Choose the Date & Time Format appropriate for your region.
+
1. Select '''Administration''' from the '''Quick Links''' menu.
  
−
• Select from the list of available Currency & Number Formats.
+
2. Select '''Configuration''' from the '''Administrator''' menu.
  
−
Server Details:
+
3. Select '''Server Settings'''. ''The Server Settings page displays.''
  
−
The Server Information is managed by Commence Corporation. Additional settings on this page can be updated as needed.
+
== Server Details ==
  
−
• The Host Name is typically your company name. This is used to create a secure and personalized web address (URL) for your company’s online CRM database. The Filesystem Storage Path provides a vehicle for uploading files and documents to the Commence On-Demand Server. 
+
Click the '''Server Details''' tab to view or manage the following:
  
−
• The Working Hours are the general working hours for your company. This can be different for individual users and may be updated on their user profile.
+
* '''Server Information''': This is managed by Commence Corporation. The '''Host Name''' is typically your company name. This is used to create a secure and personalized web address (URL) for your company’s On Demand instance. The '''Filesystem Storage Path''' provides a vehicle for uploading files and documents to the On Demand server.
 +
 +
* '''Working Hours''': The general working hours for your company. This can be different for individual users and may be updated on their user profile.
  
−
• The Email Check Interval is used with the Premium Email module. This lets you choose how often to check your mail server for new incoming and outgoing emails. Each user also has the ability to refresh their email dashboard at any time.
+
* '''Email Check Interval''': This feature is used with the Premium Email module. This lets you choose how often to check your mail server for new incoming and outgoing email messages. Each user also has the ability to refresh their email dashboard at any time.
  
 +
* '''Duplicate Checks''': When this checkbox is selected duplicate checking is enabled for account and lead records.
  
−
Establishing E-Mail Settings : The system E-mail settings page allows you to setup a default “FROM” address, from which all CRM email communications will be sent. To do this, select  from the  sidebar on the left side of the Home Page. Under Configuration you will see a menu for Email Settings.  Click on the  menu, and complete the following information.
+
== Regional Details ==
−
System Email Settings:
+
Click the '''Regional Settings''' tab to manage the following:
−
• Enter the Administrator’s E-Mail Server identification in the SMTP Server field along with the SMTP Port identifier.
+
* '''Default Timezone''': should be set to the location and time zone for the majority of users at your company.  
−
• Enter the E-Mail login and Password for the Administrator
+
* '''Date & Time Formats''': Choose the appropriate formats for your region.
−
• Click on the Authentication checkbox if a username and password is required by your  SMTP mail Server to send email on your behalf.Email Templates:Auto-response e-mail messages can also be modified from this screen. Auto-responses templates are available for the following: • Support Ticket • Support Thread • Support Error• Activities • Task • Forgot Password• Suggestion Box • Change Request for Profile • Change Request for User
+
* '''Currency & Number Formats''': Choose the appropriate formats for your company.
 +
 
 +
 
 +
Return to '''[[Commence OnDemand Admin Guide]]'''

Latest revision as of 14:40, 3 December 2012

You can view or manage server and regional settings that are specific to your company.

1. Select Administration from the Quick Links menu.

2. Select Configuration from the Administrator menu.

3. Select Server Settings. The Server Settings page displays.

Server Details

Click the Server Details tab to view or manage the following:

  • Server Information: This is managed by Commence Corporation. The Host Name is typically your company name. This is used to create a secure and personalized web address (URL) for your company’s On Demand instance. The Filesystem Storage Path provides a vehicle for uploading files and documents to the On Demand server.
  • Working Hours: The general working hours for your company. This can be different for individual users and may be updated on their user profile.
  • Email Check Interval: This feature is used with the Premium Email module. This lets you choose how often to check your mail server for new incoming and outgoing email messages. Each user also has the ability to refresh their email dashboard at any time.
  • Duplicate Checks: When this checkbox is selected duplicate checking is enabled for account and lead records.

Regional Details

Click the Regional Settings tab to manage the following:

  • Default Timezone: should be set to the location and time zone for the majority of users at your company.
  • Date & Time Formats: Choose the appropriate formats for your region.
  • Currency & Number Formats: Choose the appropriate formats for your company.


Return to Commence OnDemand Admin Guide

Retrieved from "http://support.commenceonline.com/mediawiki/index.php?title=Server_Settings&oldid=1957"