Server Settings

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.

E-mail Settings & E-mail Templates

• E-mail Settings & E-mail Templates

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.

License Settings

• License Settings

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.