Difference between revisions of "Company Information"

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{{#ifeq: {{SKIN}} | HD |
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===Phone Credit Purchase Setup===
===Phone Credit Purchase Setup===
:* '''Auto Purchase Phone Credits -''' Enable this feature to ensure that a customer can always create a case using voicemail.
:* '''Auto Purchase Phone Credits'''<br>Enable this feature to ensure that a customer can always create a case using voicemail.
:* '''Auto Purchase Amount -''' Enter the amount the purchase amount, in dollars and cents.  
:* '''Auto Purchase Amount'''<br>Enter the amount the purchase amount, in dollars and cents.  
:* '''Initiate auto purchase if the phone credit falls below this amount -''' Set the low-water threshhold--the point where action will be taken to replenish your credits.
:* '''Initiate auto purchase if the phone credit falls below this amount'''<br>Set the low-water threshhold--the point where action will be taken to replenish your credits.


<div id="case_settings">
<div id="case_settings">
===Case Settings===
===Case Settings===
:* '''New Case Notification Email -''' Provide a list of email addresses for people to be informed when a new case arrives.  
:* '''New Case Notification Email'''<br>Provide a list of email addresses for people to be informed when a new case arrives.  
:* '''New Question Notification Email -''' Provide a list of email addresses for people to be informed when a new question is posed in the Community forum.  
:* '''New Question Notification Email'''<br>Provide a list of email addresses for people to be informed when a new question is posed in the Community forum.  
:* '''Assign ownership on first response -''' Enable this feature to automatically assign a Case to the first agent who responds with a public comment. When the Case is assigned, the status is also changed, from '''New''' to '''Open'''.   
:* '''Assign ownership on first response'''<br>Enable this feature to automatically assign a Case to the first agent who responds with a public comment. When the Case is assigned, the status is also changed, from '''New''' to '''Open'''.   
</div>
</div>
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}}

Revision as of 02:15, 6 April 2013

GearIcon.png > Setup > Administration > Company Information

The Company Information area defines the company's identity in the platform.

Lock-tiny.gif

Users that have the Manage Company Capabilities permission can edit Company Information 


Manage Company Information

To edit company information:

  1. Click GearIcon.png > Setup > Administration > Company Information
  2. Click the [Edit] button.
    The Update Company Information page opens
  3. Specify information in the following sections
  4. When complete, click [Save]

Basic Information

Tenant ID
The unique ID assigned to your organization's tenancy on the platform. (This identifier distinguishes your organization's space from all others. It is occasionally needed when using the platform APIs.)
Company Name
The name of the company. This field accepts only alphanumerics, spaces, and hyphens (-).
Street
The street address of the company
City
The city where the company is located
State
The state where the company is located
Postal/Zip Code
The postal or zip code for the company
Country
The country where the company is located

Date & Currency Format

Date Format
Choose a date format from the drop-down list. See Date Format for more information
Currency Symbol
Enter the currency symbol for your location
Time Zone
Choose your time zone from the drop-down list

Customer Support Setup

Copy Support Emails To
The email addresses of individuals who will be informed regarding any support-related communication with users. You can add multiple email addresses, separated by commas.

Email Settings

Template:EnableFeature Specify the email addresses of individuals who need to be informed regarding any import status notification.

System Notification Email Addresses
Comma-separated list of email addresses to which system notifications will be sent
Enable Email Tracking
Check Yes to enable Email Tracking; email messages will appear in the Related Information section of a record

Common:Inbound Email Considerations

Starting Application Settings

Specify starting application for new and existing users

Starting Application
Choose the default application that opens when users log in

Versioning Settings

Enable Versioning
If checked, enables Versioning

Logging All Access Settings

Log All Record Access
If checked, enables Enhanced Security Audit to log all record access attempts
Log All Access Violations
If checked, enables Enhanced Security Audit to log all access violations

Relay Feed Settings

Enable Relay
Enable the Relay social networking application.
Feed Retention
The number of days after which a post will be deleted:
  • The default is 365 days
  • You can change it from 0 to 999 days
  • The recycling cron job runs only once a week, so even if the value is zero, a post may be retained for a few days.
Enforce Team Hierarchy
If enabled, users can see and follow only members of the teams they belong to (and subteams, or "child teams", of those teams). If disabled, all users can be seen and followed.

Stylesheet Settings

This section appears if the Service Provider has enabled Custom Stylesheet for the tenancy.

URL for Custom Stylesheet
Specify the URL for a CSS stylesheet to control how the platform appears to your users.

Available Language Settings

Language
Use the lookup Lookupicon.gif icon to select from the list of Supported Languages.
The result is a list of languages that will be available use in the platform.
Learn more: Language Translation

Phone Credit Purchase Setup

  • Auto Purchase Phone Credits
    Enable this feature to ensure that a customer can always create a case using voicemail.
  • Auto Purchase Amount
    Enter the amount the purchase amount, in dollars and cents.
  • Initiate auto purchase if the phone credit falls below this amount
    Set the low-water threshhold--the point where action will be taken to replenish your credits.

Case Settings

  • New Case Notification Email
    Provide a list of email addresses for people to be informed when a new case arrives.
  • New Question Notification Email
    Provide a list of email addresses for people to be informed when a new question is posed in the Community forum.
  • Assign ownership on first response
    Enable this feature to automatically assign a Case to the first agent who responds with a public comment. When the Case is assigned, the status is also changed, from New to Open.

Manage Financial Year

A list of fiscal years is displayed. Choose any year and select the starting day of each period in the year. Selections here affect reporting by fiscal year. In your organization, the fiscal year might start on January 1, April 1 or September 1.

A thirteenth month is provided for fiscal years that do not match a 12-month calendar year beginning in January.

Locale-Specific Settings

By default, the platform is configured for North American locales. Other locales can be at least partially configured in Company Information, by specifying:

  • Date Format - Choose the order in which month, day, and year are displayed, and the symbols that divide them.
  • Currency Symbol - Specify the symbol or symbol-sequence used to designate currency.
  • Time Zone - Determine how times are displayed.
  • Available Languages - Choose from among the default list of [[Supported Languages].

Learn more: