Module Settings/Customizing the Home Page

From Commence CRM-Help

Upon login each user is presented with a Home Page or digital dashboard. The digital dashboard can be easily customized.

You can first control the refresh rate of the page so that your information updates based on how frequently new information is being added to the system. The refresh rate can be controlled down to the second if desired. The available portlets can be selected or deselected according to exactly what you want to view on your digital dashboard.

Once your profile has been established, you can edit to finalize setup with your server or delete your E-mail Account if need be. Email Account Details sets up your mail account with your mail server. You can also create a text Signature to include when sending out E-mail from Commence On-Demand.


Composition Settings allows the user to compose in Plain or HTML for Advanced Formatting.

Automatic mail check Settings allows you to determine how often you’d like the Commence On-Demand System to check the mail server for new messages.

Delegation of Email allows user’s to send E-mail on the behalf of another user.

Calendar lets you set the refresh rate for the system to update your system calendar. You can also choose the default view of your calendar from a daily, weekly, monthly, or yearly view.


You may choose one or more people who can view your calendar, schedule calendar items, or view and schedule your calendar items on your behalf.