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Revision as of 13:56, 5 June 2013 by J.collier (talk | contribs) (→‎Configuring the Dropbox: uploaded screenshot)
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Return to System Configuration

Configuring the Dropbox

Once the dropbox is set up it is ready for use by any authorized On Demand user at your company.

Note: Dropbox settings can only be entered by an On Demand administrator. If no one has Administrator rights at your company, please contact Commence to help you with the dropbox configuration.

To enter the dropbox settings for your company:

Select Administration from the Quick Links menu. Select Configuration from the Administrator menu. Select Email Settings under Configuration. Select the Dropbox Settings tab on the Email Settings page. Enter the information requested and click Save. CRM Dropbox Settings.jpg

Account Information

  • Dropbox Address: This is the dedicated dropbox email address.

Server Information

  • Account Type: Only POP3 inboxes are supported at this time.
  • Incoming Mail Server: This is the URL used by your mail server to receive email. Using the fictional Acme Company, this would be “mail.acme.com”.
  • Port: This is typically “110” for POP3. Check with your email provider if you are not sure of the correct settings.
  • SSL: Check this box only if your mail server requires encryption.

Login Information

  • User Name: Enter the email address for the dropbox account. This allows On Demand to check your dropbox (inbox) at regular intervals and capture any email messages that have been logged by On Demand users.
  • Password: Enter the email password for the dropbox account. Be sure to keep this updated if your email administrator requires passwords to be changed regularly.

Your company dropbox setup is complete.