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.
• Choose the Date & Time Format appropriate for your region.
• Select from the list of available Currency & Number Formats.
Server Details:
The Server Information is managed by Commence Corporation. Additional settings on this page can be updated as needed.
• 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.
• 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.
• 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.
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.
System Email Settings:
• Enter the Administrator’s E-Mail Server identification in the SMTP Server field along with the SMTP Port identifier.
• Enter the E-Mail login and Password for the Administrator
• 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