sa_maintenence_1

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sa_maintenence_1 [2021/07/13 10:11] – Scott McMullensa_maintenence_1 [2023/04/17 10:11] (current) – [Boilerplate Text] Shelley Hunter
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 Full instructions for configuring Boiler Plate Text [[hat_12|are given here]]. Full instructions for configuring Boiler Plate Text [[hat_12|are given here]].
 +
 +If you have a long list of Boiler Plate Text it is possible to split the list to make it more readable by setting a value in General Setting, group of Layout, number 1850 Menu Break Split.
  
 **(2.3.5+)**Convert Boiler Plate Text:  [[convert_boilerplate|Click here]] WIP **(2.3.5+)**Convert Boiler Plate Text:  [[convert_boilerplate|Click here]] WIP
  
 ==== E-mail Signatures ==== ==== E-mail Signatures ====
-Emails can be automatically ended with the company email signature in plain text. It will pick up the User Details as appropriate such as name, title, email address, division, etc.. as well as text sections. [[hat_25|See here for information about the syntax used.]] **Note:** This should be set under the supervision of the IQX Installation staff+Emails can be automatically ended with the company email signature in plain text. It will pick up the User Details as appropriate such as name, title, email address, division, etc.. as well as text sections.  From version 2.21.8+ there is a preview button to assist when you are drafting the signature. [[hat_25|See here for information about the syntax used.]] \\ 
 +**Note:** This should be set under the supervision of the IQX Installation staff
  
 ==== Contact Event Types ==== ==== Contact Event Types ====
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 \\ \\
 These fixed states cannot be deleted, however the Name can be edited. A Fourth default state of **Supplier** is provided in the database. Add others if required. **Sort Order** and **Grid Order** organise the position of the lines in a list or grid. These fixed states cannot be deleted, however the Name can be edited. A Fourth default state of **Supplier** is provided in the database. Add others if required. **Sort Order** and **Grid Order** organise the position of the lines in a list or grid.
 +\\
 +generally the default state of a new client record is P, if you wish to have a different initial state set General Setting group of Settings number 3350 'Initial Company State' to the code for the state you wish new client records to have.  Note this will only affect the initial state of new companies added after the general setting is changed.
  
 ==== Company Sales States ==== ==== Company Sales States ====
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   * Placed Elsewhere   * Placed Elsewhere
   * Placed Elsewhere by others   * Placed Elsewhere by others
 +
 +\\ If required states can be divisionalised so that they only appear for those users that are in the same division as the progress state (version 2.21.4 onwards).
  
 [[iqxw://iqx/loadform/MAINT/MAIN/Maintenance%20-%20Agency%20Setup/////PROGRESSSTATES|Open in IQX]] [[iqxw://iqx/loadform/MAINT/MAIN/Maintenance%20-%20Agency%20Setup/////PROGRESSSTATES|Open in IQX]]
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 SMTP user profiles for use by IQXHUB Services etc. \\ \\ If your email provider enforces two-factor authentication, or you find that you have issues with the valid credentials being rejected, you may need to set up and use an "App" password in the SMTP settings rather than using a standard password. These passwords are created for a single purpose and are used in conjunction with the normal user name.  For more information see [[https://support.google.com/accounts/answer/185833?hl=en|GMail]] or [[https://support.microsoft.com/en-gb/help/12409/microsoft-account-app-passwords-and-two-step-verification|Microsoft / Exchange / Azure / Outlook 365]] Be aware that changing the "main" password on the account can result in any "App" passwords for that account being silently invalidated, and requiring regeneration.   SMTP user profiles for use by IQXHUB Services etc. \\ \\ If your email provider enforces two-factor authentication, or you find that you have issues with the valid credentials being rejected, you may need to set up and use an "App" password in the SMTP settings rather than using a standard password. These passwords are created for a single purpose and are used in conjunction with the normal user name.  For more information see [[https://support.google.com/accounts/answer/185833?hl=en|GMail]] or [[https://support.microsoft.com/en-gb/help/12409/microsoft-account-app-passwords-and-two-step-verification|Microsoft / Exchange / Azure / Outlook 365]] Be aware that changing the "main" password on the account can result in any "App" passwords for that account being silently invalidated, and requiring regeneration.  
 +
 ==== Agency Questionnaire ==== ==== Agency Questionnaire ====
  
  • sa_maintenence_1.1626171088.txt.gz
  • Last modified: 2021/07/13 10:11
  • by Scott McMullen