Default values and settings that are used throughout the iEnterprise CRM application is setup in the Company Configuration. Some fields on this record is automatically created when the application is first installed.
There are four tabs, namely: Company Information, SMTP Settings, Record Security Settings and Other Settings.
The Admin may change/update this record.
How to Update the Company Configuration
1. Click Setup from the Toolsbar and select Global Settings.
2. Click Company Configuration on the left panel.
3. On the Company Information tab, update the fields under Company Information Section.
a. Populate\Update Company details, Website and Address Information.
Fields that are required are denoted by a flag icon.
4. On the Company Information tab, populate the fields under Default Settings Section.
a. Select Currency. All lists shows money values in this currency.
Note that currency must be setup on Global Settings > Currencies.
b. Select Language. This language is the default for all users who did not set a preferred language.
c. Select Timezone.
d. Select Name Format. Most popular format.
e. Select Date Format. This is the default Date format for the instance.
f. Enter Maximum session timeout. If the application is idle after this time, then user is automatically logged-off.
5. On the Company Information tab, set the Logo on the Logo section.
a. Click Browse, select the graphics file. This will appear on the top left most of your instance.
The iEnterprise CRM logo appears as default is this field is not set.
6. On the SMTP Settings tab,
a. Populate\Update Server IP Address, Server port, User name and Password fields. It identifies the details for mail routing .
Each tenant or customer will need to provide its own SMTP details. Mailing from the CRM is sent to a queue and handled by Cron jobs. The jobs tries 3 times to send the email successfully. The status of the process can be monitored on the Activity Log list.
Emails that are sent from the CRM, be it direct or scheduled via automation will only be delivered if the SMTP Setting is correct.
Current user is the sender.
SMTP should allow routing emails with any domain users as sender.
7. On the Record Security Settings tab,
a. Check Enable Record Level Security checkbox, if needed.
b. Set\Update the access levels.
Three Access Levels are set as default during installation. These are:
Manager with Modify, View and Delete rights
Involved with Modify and View rights
Other Involved with View rights
This will be referenced for record level access on the account form. A maximum of 10 record security levels can be set.
8. On the Other Settings tab,
a. Enter number on the Quote Number field. This is being used to generate the Quote number that is part of the Quote Template.
This increments every time a quote is generated even though its not sent
b. Check Enable Auto-creation of Subscription record from Won opportunity, if needed. This will make the Subscription function available for this instance.
Make sure that Subscription Module is enabled as well.
9. Click Save.