Difference between revisions of "System Configuration"
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| − | As an administrator, you have the ability to view or configure a number of | + | As an administrator, you have the ability to view or configure a number of features including server, email and license settings. |
== Server Settings == | == Server Settings == | ||
* [http://staging1.commenceonline.com/mediawiki/index.php/Server Settings Server Settings] | * [http://staging1.commenceonline.com/mediawiki/index.php/Server Settings Server Settings] | ||
| − | You can view or manage server and regional settings that are specific to your company such as | + | You can view or manage server and regional settings that are specific to your company such as time zone and working hours, date and time formats, and currency formats. |
== Email and Dropbox Settings == | == Email and Dropbox Settings == | ||
* [http://staging1.commenceonline.com/mediawiki/index.php/Server Settings/E-mail Settings & E-mail Templates E-mail Settings & E-mail Templates] | * [http://staging1.commenceonline.com/mediawiki/index.php/Server Settings/E-mail Settings & E-mail Templates E-mail Settings & E-mail Templates] | ||
| − | On the System Email Settings page you can name a default address from which all | + | On the System Email Settings page you can name a default address from which all email communications will be sent as well as customize the default email templates. |
* [http://staging1.commenceonline.com/mediawiki/index.php/Server Settings/Dropbox Settings Dropbox Settings] | * [http://staging1.commenceonline.com/mediawiki/index.php/Server Settings/Dropbox Settings Dropbox Settings] | ||
| − | The Dropbox allows users to attach email communications to account records in | + | The Dropbox allows users to attach email communications to account records in the CRM. |
== License Settings == | == License Settings == | ||
* [http://staging1.commenceonline.com/mediawiki/index.php/Server Settings/License Settings License Settings] | * [http://staging1.commenceonline.com/mediawiki/index.php/Server Settings/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. | 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. | ||
Latest revision as of 14:20, 26 May 2021
As an administrator, you have the ability to view or configure a number of features including server, email and license settings.
Server Settings
You can view or manage server and regional settings that are specific to your company such as time zone and working hours, date and time formats, and currency formats.
Email and Dropbox Settings
On the System Email Settings page you can name a default address from which all email communications will be sent as well as customize the default email templates.
The Dropbox allows users to attach email communications to account records in the CRM.
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.