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m (J.collier moved page Configuration to Server Settings over redirect)
 
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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:
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You can view or manage server and regional settings that are specific to your company.
  
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* The Default Timezone should be set to the location and time zone for the majority of users at your company.
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1. Select '''Administration''' from the '''Quick Links''' menu.
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* Choose the Date & Time Format appropriate for your region.
 
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* Select from the list of available Currency & Number Formats.
 
  
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2. Select '''Configuration''' from the '''Administrator''' menu.
  
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== Server Settings ==
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3. Select '''Server Settings'''. ''The Server Settings page displays.''
  
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== Server Details ==
  
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The Server Information is managed by Commence Corporation. Additional settings on this page can be updated as needed.
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Click the '''Server Details''' tab to view or manage the following:
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* 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. 
 
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* 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.
 
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* 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.
 
  
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== E-mail Settings & E-mail Templates ==
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* '''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.  
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* [http://staging1.commenceonline.com/mediawiki/index.php/Server Settings/E-mail Settings & E-mail Templates E-mail Settings & E-mail Templates]
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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.  
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* '''Working Hours''': The general working hours for your company. This can be different for individual users and may be updated on their user profile.
  
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== License Settings ==
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* '''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.
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* [http://staging1.commenceonline.com/mediawiki/index.php/Server Settings/License Settings License Settings]
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Your License Settings are created and managed by Commence Corporation and consist of an expiration date, current status and number of users you are licensed for. Administrators may be asked to verify this information after any changes occur, such as an increase in the number of users or renewal of the initial contract expiration date.
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* '''Duplicate Checks''': When this checkbox is selected duplicate checking is enabled for account and lead records.
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== Regional Details ==
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Click the '''Regional Settings''' tab to manage the following:
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* '''Default Timezone''': should be set to the location and time zone for the majority of users at your company.
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* '''Date & Time Formats''': Choose the appropriate formats for your region.
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* '''Currency & Number Formats''': Choose the appropriate formats for your company.
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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[edit]

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[edit]

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://staging1.commenceonline.com/wiki/index.php?title=Server_Settings&oldid=1957"