If you are not investing in your business how do you expect it to grow?

Google Ads Access

 MODIFIED Date: 9/19/2019 |  User Level: Regular User |  Views: 420

How to grant access

This article provides step-by-step instructions for granting to your Google Ads account.

  1. Sign in to your Google Ads account.
  2. Click the "Settings" icon and select Account settings.
  3. Preferences Tab
  4. Select Account access from the navigation bar.
  5. Click + Users.
  6. Enter the email address of the person you want to share your account with.
  7. Enter a name for your new user. AdWords keeps track of who makes changes to an AdWords account and will use this name to identify who made which changes.
  8. From the Choose an access level drop-down menu, select the access level you want this person to have.
  9. Click Send invitation.
  10. Send email Invitation
  11. After the person accepts your email invitation by clicking the link in the email, you'll receive a notification in your account.
    • If you need to resend your invitation, click Resend invitation.

Latest Google KB Articles

How to register and log in as an Admin

 MODIFIED Date: 5/3/2019 |  User Level: Regular User |  Views: 593

Description

The following instructions will help you through the process of logging in as an admin 

Skill Level:

Basic user

Requirements:

You will need to have administration access to the site

Sample Screenshot:

How to log in as an admin

*Please note: The image above may differ from your page. There may be more required fields.

Directions:

  1. Create an account
  2. Contact Business Yeti to boost your permissions
  3. Once we've updated your permissions, log in
  4. Click the “Administration” button at the top of the page
  5. Once clicked, you will be taken to your admin area dashboard

Setup and Testing of eCommerce Email

 MODIFIED Date: 1/20/2020 |  User Level: |  Views: 55

Within nopCommerce for email sending to work you need to have it setup correctly. In the steps below we will outline the steps to setup as well as test your nopCommerce site.

Setup

  • Log into your nopCommerce site as an administrator.
  • Click on Configuration.
  • Click on Email accounts.
  • If you have no account listed click on Add new. If you already have an account you will click on Edit.
  • Enter your Email address.
  • Enter your Email display name.
  • Enter your Host (mail server).
  • Enter your Port.
  • Enter your User (usually an email address).
  • Enter your Password.
  • Check SSL if your mail server needs SSL (or TLS) encryption enabled (most do!).
  • Check Use default credentials if this is needed (most do not!).
  • Click on the Save button.

Changing Email Password

  • Log into your nopCommerce site as an administrator.
  • Click on Configuration.
  • Click on Email accounts.
  • Click on Edit to edit the email account. If you don't already have an email account setup for sending you will need to do this first in the Setup section above.
  • Enter your Password.
  • Click the button to the right called Changed password.

Testing

  • Log into your nopCommerce site as an administrator.
  • Click on Configuration.
  • Click on Email accounts.
  • Click on Edit to edit the email account. If you don't already have an email account setup for sending you will need to do this first in the Setup section above.
  • Enter in the email address to send the test to (e.g., your email address).
  • Click on Send test email.

Upon saving you will get a green message if it was successful. If you receive a red message there was a failure. Either the email address entered or the settings (above) are not set correctly.

Adding a new Category

 MODIFIED Date: 5/3/2019 |  User Level: Regular User |  Views: 1,278

Description

The following instructions will help you through the process of adding categories.

Skill Level:

Basic user

Requirements:

You will need to have administration access to the site

Sample Screenshot:


Directions:

  1. Log in
  2. Click the “Administration” button at the top of the page
  3. In the Left menu, Click Catalog > Category
  4. Click the “add new” button (blue)
  5. Within the “Category info” tab, fill out the following:
    1. Name
    2. Description (optional)
    3. Picture, upload an image. For consistency, use the same size/ratio for all category images
    4. Parent category: If the new category is a subcategory,
    5. choose the parent category that it will nest in
    6. Display order, used to control the order that each category is display.
  6. When complete, click “Save”. This will direct you back to the category list. If you would like to remain on the current page, click “save and continue”

Adding a new product

 MODIFIED Date: 5/3/2019 |  User Level: Regular User |  Views: 1,291

Description

The following instructions will help you through the process of adding a new product

Skill Level:

Basic user

Requirements:

You will need to have administration access to the site

Sample Screenshot:

How to add a product

Directions:

  1. Log in
  2. Click the “Administration” button at the top of the page
  3. In the Left menu, Click Catalog > Products
  4. Click “+Add New” Button (blue button)
  5. On the Add a new product page, fill out the following:
    1. Product name
    2. Short description (optional)
    3. Long description (optional)
    4. SKU (must be unique for each product)
    5. Price
    6. Inventory method (if you want the site to keep tract of inventory)
    7. Category (select from a list, you can select multiple categories)
  6. Save to finish, or Save and Continue Edit to access the other table.
  7. If you hit Save and Continue, click on the “Picture” tab
  8. Click “Upload a file” (green button) and navigate to the image you have saved on your local machine.
  9. Fill out the Alt and Title fields
  10. Click “Add product picture” (blue button)
  11. When complete, click “Save”. This will direct you back to the product list. If you would like to remain on the current page, click “save and continue”

Copying a Product

 MODIFIED Date: 5/3/2019 |  User Level: Regular User |  Views: 1,270

Description:

The following instructions will help you through the process of copying an existing product.

Skill Level:

Basic user

Requirements:

You will need to have administration access to the site

Sample Screenshot:


Directions:

  • Log in
  • Click the “Administration” button at the top of the page
  • In the Left menu, Click Catalog > Products
  • Navigate to the product that needs to be copied
  • Click “edit” to the right of the product and the product editor will open up.
  • There will be a series of buttons across the upper right side of the page, “Copy product” will be a green button
  • Once clicked, there will be a pop up window.
    • It will have a field with the original product name – copy. Change this as needed.
    • If the images will be staying the same, leave the copy image box checked.
    • Unless unchecked, the new product will be published (or visible to the public).
    • When finished, click “Copy Product”
  • You will now see your newly copied product editing page. This can be verified by the green successful copy ribbon across the top of the page.
  • From here the copy can be modified as necessary. For more information please see the “Adding a new product (Basic)” page for a refresher on how to edit a product’s information.
  • When complete, save

Bulk editing products

 MODIFIED Date: 5/3/2019 |  User Level: Regular User |  Views: 1,200

Description:

The following instructions will help you through the process of bulk editing a product. Here you will be able to quickly update pricing, inventory quantities, or hide/show multiple products at a time

Skill Level:

Basic user

Requirements

You will need to have administration access to the site

Sample Screenshot


Directions:

  1. Log in
  2. Click the “Administration” button at the top of the page
  3. In the Left menu, Click Catalog > Products
  4. Click the “Bulk Edit” button (yellow)
  5. You can edit any of the following fields:
    • Name
    • SKU
    • Price
    • Old Price
    • Stock Quantity
    • Published: hide (false) or show (true)
  6. There will be a red triangle  in the top left corner of any area you edit, see Product 1's price. When all changes have been made, click “save changes”
  7. Keep in mind if you click on “view,” it will take you to the product’s editing page. All bulk edit changes will be lost if not saved before clicking on “view.”

Adding a new topic page

 MODIFIED Date: 5/3/2019 |  User Level: Regular User |  Views: 1,525

Description

The following instructions will help you through the process of adding a new topic page. A topic page is a standard non-product page, usually containing text and images.

Skill Level:

Basic user

Requirements

You will need to have administration access to the site

Sample Screenshot

Directions:

  1. Log in
  2. Click the “Administration” button at the top of the page
  3. In the Left menu, Click Content Management > Topic (pages)
  4. Click “+Add New” Button (blue button)
  5. Fill in the Title field
  6. Add your content to the body, here are ways to edit your page:
    • Insert
      • Insert Videos
      • Insert images
      • Insert link
      • Special Characters
      • Anchor
      • Time/date
    • Format text
      • Headers (header 1 – 6)
      • Inline (bold, italic, underline, strikethrough, superscript, subscript, code)
      • Blocks (paragraph, blockquote, div, pre)
      • Alignment (left, center, right, or justify)
      • Font Family
      • Font Sizes
  7. If you would like to include a link to the new page in the main menu or footer, check any of the following boxes:
    • Include in top menu
    • Include in footer (column 1)
    • Include in footer (column 2)
    • Include in footer (column 3)
  8. When complete, click “Save”. This will direct you back to the topic list. If you would like to remain on the current page, click “save and continue”

Adding video

 MODIFIED Date: 5/3/2019 |  User Level: Regular User |  Views: 1,410

Description

The following instructions will help you through the process of adding video to a topic page, category, or body of product. To avoid reducing performance, the instructions will include using an embedded video.

Skill Level:

Basic user

Requirements:

You will need to have administration access to the site and rights to the video to be added.

Sample Screenshot:


Directions:

Copying the code

  1. Navigate to your video. In the screenshot above, we have used a YouTube video.
  2. Click “share” then “embed”
  3. Copy the code

Inserting the code

  1. Log in
  2. Click the “Administration” button at the top of the page
  3. In the Left menu, navigate to the category, product (full description), or topic page that the video will be added to
  4. Click “Insert” then “insert video” in the dropdown
  5. In the pop up box, click the embedded tab
  6. Paste the code into the box then click ok
    • To avoid playing other videos once the current video finishes, add “?rel=0” at the end of the address. Example:
      “<iframe width="560" height="315" src="https://www.youtube.com/embed/aNowqF7LeGs?rel=0" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>”
  7. Align as needed, then save.

Creating Links

 MODIFIED Date: 5/3/2019 |  User Level: Regular User |  Views: 1,291

Description

The following instructions will help you through the process of adding a link to a topic page, category, or body of product. The link can direct the user to another page, another site, or even a document

Skill Level:

Basic user

Requirements:

You will need to have administration access to the site. Have you text or image ready to go already inserted in the body before starting.

Sample Screenshot:


Directions:

  1. Log in
  2. Click the “Administration” button at the top of the page
  3. In the Left menu, navigate to the category, product (full description), or topic page that the link will be added to
  4. Highlight the text or image that you would like to be a clickable link
  5. Click “Insert” then “insert link” in the dropdown
  6. If you are inserting an internal link:
    1. In the URL field, enter: /yourPageName
    2. In the Text to display, verify that it is correct or modify as needed
    3. In the target dropdown, leave it as none
  7. If you are inserting an external link:
    1. In the URL field, paste the web address
    2. In the Text to display, verify that it is correct or modify as needed
    3. In the target dropdown, change to “New window”
  8. If you are inserting a document link:
    1. Click on the folder next to the URL field
    2. Click “Add file” button
    3. Click “Choose Files”
    4. Navigate to the file (some possible file types accepted: .pdf, .xlsx, .txt) and click “open”
    5. Click “upload”
    6. If it is too large, the bar will turn red with an error. Please resize, then try again. If it turns green, click “cancel” your document will now show in the window.
    7. In the Text to display, verify that it is correct or modify as needed
    8. In the target dropdown, change to “New window”
    9. click the document, then “select”
  9. Then click “ok”
  10. Align as needed, then save.

Add a gift card

 MODIFIED Date: 5/3/2019 |  User Level: Regular User |  Views: 454

Description

The gift cards module provides a mechanism for letting users to pay for all or part of an order using a gift card.

Requirements

  • You will need to be in the administrators access group

Notes

  • You need to make certain the coupon code and the card is activated as the minimum fields. You should fill in as much information as possible from an accounting standpoint.

Sample Screenshot

Add a gift card

Removing (Making Inactive) Pickup Points

  1. Log into nopCommerce with an account in the administrator role
  2. Click on Sales
  3. Click on Gift certificates
  4. Click Add new button (far right button)
  5. Gift card type - Leave as virtual
  6. Initital value - Enter the value you want the gift to be (e.g. 123.45)
  7. Is gift card activated - Check this box to maket the code active
  8. Coupon Code - Either type in a unique code or click on the "Generate code" button (far right - recommended)
  9. Recipient's Name - Fill in the name of the person receiving the gift card
  10. Recipient's Email - Put in the email address of the receiver of the gift card
  11. Sender's Name - Put in the name of the person sending the gift card
  12. Sender's Email - Put in the email address of the person sending the gift card
  13. Message - Put in any personalized
  14. Click on the Save button at the top of the page

Checking out: anonymously (guest) or as a registered

 MODIFIED Date: 5/3/2019 |  User Level: Regular User |  Views: 1,188

Description:

The following instructions will help you through the process of allowing customer to check out anonymously (guest) or as a registered customer

Skill Level:

Basic user

Requirements:

You will need to have administration access to the site

Sample Screenshot:


Directions:

  1. Log in
  2. Click the “Administration” button at the top of the page
  3. In the Left menu, Click Configuration > Settings > Order Settings

If you would like your customers to be able to check out as a guest or anonymously then check the box “Anonymous checkout allowed”.

If you would like your customer to register first, make sure that the box is unchecked.

Free shipping over "X"

 MODIFIED Date: 5/3/2019 |  User Level: Regular User |  Views: 1,170

Description

The following instructions will help you through the process of allowing free shipping over "x"

Skill Level:

Advanced user

Requirements:

You will need to have administration access to the site.

Sample Screenshot:


Directions:

  1. Log in
  2. Click the “Administration” button at the top of the page
  3. Click Configuration>Settings>Shipping settings
  4. In the common section, check the box "Free shipping over 'X'"
  5. The enter the value of x. Example, if you would like free shipping over $50, then enter 50
  6. Save

Hiding/showing the discount box and the gift card box

 MODIFIED Date: 5/3/2019 |  User Level: Regular User |  Views: 1,199

Description

The following instructions will help you through the process of hiding/showing the discount box and the gift card box on the shopping cart page

Skill Level:

Advanced user

Requirements:

You will need to have administration access to the site

Sample Screenshot:


Directions:

  • Log in
  • Click the “Administration” button at the top of the page
  • In the Left menu, Click Configuration > Settings > Shopping cart settings
  • If you want to show the discount box or the gift card box on the cart page, check the box for the item(s) you want shown
  • If you want them to be hidden, uncheck the box
  • Save

How to remove (inactivate) pickup points

 MODIFIED Date: 5/3/2019 |  User Level: Regular User |  Views: 444

Description

The pickup points module provides a mechanism for letting users of your eCommerce site have the ability to picking up their product at your physical location rather than waiting for it to be shipped.

Requirements

  • You will need to be in the administrators access group

Notes

  • There is no requirement for any fields to be checked other than Active.

Sample Screenshot

How to remove (inactivate) pickup points

Removing (Making Inactive) Pickup Points

  1. Log into nopCommerce with an account in the administrator role
  2. Click on Configuration
  3. Click on Shipping
  4. Click on Pickup points
  5. Click on the Edit button (far right button) for the location you want to inactivate
  6. Uncheck "Is active"
  7. Click the Update button

Test Your Email Setup

 MODIFIED Date: 4/11/2019 |  User Level: Regular User |  Views: 1,256

We will be using MX Toolbox, for our instructions. This is one of the best testing solutions out there. We have a paid account but the steps below are being done on the free (no account needed).

Check your MX, MX DNS Record and DMARC Record

We start out at the homepage of MX Toolbox where you can type in your domain name (e.g. BusinessYETI.com) and then click on the MX Lookup button. The screen you will see will be similar to the below.

Notes

  • You should see one or more items in the first grid that has the Pref information.This will show one or more entries. Typically you will have one.
  • The second box that has a column called Test will show your DMARC Record information. The first typically will have a yellow exclamation point that means the policy exists but not enforced. It only receives reports which if you are on our mail server we process and analyze on a daily basis.
  • There should be a record beneath that says DMARC Record Published and have a green checkbox.
  • The final should say DNS Record Published that the record is published for your DMARC.

MX Toolbox Screen

Check your SPF Record

Not changing screens you will then see a link under the second box that says spf lookup. Click on this link. You will then get results similar to the table below. You should have all green checkboxes. If you do not there is somethign to look at. If you do not have an SPF record this will cause mail to reach users junk mail almost certainly if the email server you are sending to checks the SPF record (most do).

Conclusion

The above steps are the main steps for checking for mail server errors. We utilize the paid version of MX Toolbox which allows us to do 24x7 monitoring, blacklist monitoring, and mail server delivery.

Cannot Receive Incoming Mail Messages

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 2,317

Problem

There are many potential reasons that a mail server does not properly receive mail. This article identifies the most common causes of failed inbound email delivery.

Resolution 1: Incorrect/unpropagated MX records

The first things to test are the MX records for a domain for which you can't receive email. Bad MX records in DNS result in remote email servers not knowing which IP address should receive the email. To get the MX records for your domain, go to a command prompt and type the following:

nslookup

set type=MX

Enter in a domain that is hosted by your installation of SmarterMail. You will receive a response similar to this:

Server:

Address: :53

example.com; MX preference = 10, mail exchanger = mail.example.co

mail.example.com internet address = xxx.xxx.xxx.xxx

When an external mail server makes an SMTP connection, it will utilize the MX record that it resolves. In this case it would be: xxx.xxx.xxx.xxx. Please verify that the domain’s MX record is pointing to correct IP for the hosted domain in SmarterMail.

Resolution 2: SmarterMail not listening on port 25

If your MX records are setup correctly, verify that SmarterMail is listening on port 25 of your mail server. This can be accomplished by entering the below command at a Command Prompt window:

telnet 25

When you do this you will receive a response like this:

220 mail.example.com

Type ‘quit’ to end the session. If any other 220 response is received or a 220 response is not received at all, the SmarterMail service is not listening on port 25.

If you get no response when you telnet to your mail server there are a couple possible reasons. One might be the computer that you are trying to connect from. Many ISP's block outgoing connections to port 25. Try to telnet to your SmarterMail server from a command prompt on your SmarterMail server. If you can't connect from your home or work computer but can connect from your SmarterMail server, then a firewall (likely your ISP's firewall) is blocking connections to your mail server.

If you get no connection when you telnet to your mail server from a command prompt on your mail server, then SmarterMail either isn't listening on port 25 or a software firewall is preventing any connections to it. To see if something is listening on port 25, go to a command prompt on your SmarterMail server and type:

netstat -abnp tcp

You will get a listing of TCP connections on your server. When something is listening on port 25 on 192.168.0.1 (for example) you will see this line:

TCP 192.168.0.1:25 0.0.0.0:0 LISTENING

Look for anything listening on port 25 of the IP that SmarterMail should be listening on. If this isn't there, then it is likely that SmarterMail has not been setup to listen on the correct IP. The IP addresses and ports that SmarterMail will listen on are configured on the "Settings->Bindings->IP Addresses" and "Settings->Bindings->Ports" pages.

Resolution 3: SmarterMail cannot obtain port

If your domains MX records are setup correctly and the domain is using the correct IP, but nothing listening for SMTP traffic on that IP try restarting the SmarterMail service. It is possible another program may have prevented SmarterMail from listening on that IP in which case you would need to restart the SmarterMail service to get SmarterMail to listen on that IP again.

Resolution 4: Something else

If you are still unable to receive mail at this point, please contact JM2's support.

Changing your SmarterMail password

 MODIFIED Date: 8/21/2018 |  User Level: Regular User |  Views: 1,020

Often we start with one password and need to change our passwords. To achieve this you need to log into your email account and do a password reset. Below are step-by-step instructions on doing this once you are logged into the SmarterMail email system. This document is written that you are already logged into your SmarterMail web interface.

  1. On the top of the screen click on Gear Icon.
    • Note: If you are an administrator you will hvae two gear icons. You want the one without the globe on it.
  2. You will see a button (almost beneath the gear icon you just clicked) called Change Password. Click on this button.
  3. There will be three text boxes to fill in:
    • Old Password (this is your current password)
    • New Password (this is what you want it to be)
    • Confirm Password (validation that you typed in your new password the way you want it to be).
  4. Click on the Save button.
    • The save button will not work unless the new and confirm passwords match.

Configure DNS for a Domain

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 2,233

NOTE: This KB article provides guidelines for most installations regarding the items that need configured on your DNS server. It does not explain how to configure your DNS server. JM2 Webdesigners are always available to assist in walking you through this process or doing it for you.

There are three major items to set up on the DNS server for each domain added to SmarterMail: An A or CNAME record, MX record, and PTR or reverse DNS record. In addition, you may also be required to set up the SPF (Sender Policy Framework) record.

How you set up these records is dependent on who hosts your DNS server and the DNS software used. Check your DNS server documentation for instructions on how to set up the following records.

WebMail URL (A Record)

Add an A or CNAME record for mail.example.com that points to the IP address of the Webmail interface. This will allow users of that domain to access webmail by typing http://mail.example.com or http://mail.example.com:9998 in their Web browser (depending on whether you use IIS or the included Web server).

Mail Pointer (MX Record)

Add an MX record for the domain that points to mail.example.com. This will allow other email servers to locate your mail server.

PTR (Reverse DNS Record)

PTR records resolve IP addresses into hostnames. By setting up a PTR record, the receiving server can do a reverse DNS lookup to verify the sender.

SPF Record

Some large email providers like Hotmail and AOL are starting to require specially formatted TXT records to be added to your DNS server. This special format is known as SPF (Sender Policy Framework). Information about how these records should be formatted can be found at http://www.openspf.net. Please keep in mind that the owners of the domains may have significant input on what goes into these records.

Configure Exchange ActiveSync for Windows Phone 7

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 2,183

Microsoft Exchange ActiveSync is available as an optional add-on to SmarterMail. Unlike the other synchronization methods, Exchange ActiveSync uses direct push technology to sync email, calendars, contacts, tasks, notes, and folders in real time. Once you have activated the Microsoft Exchange ActiveSync add-on and enabled the feature for an email account in SmarterMail, the Windows Phone 7 will need to be configured.

Follow these steps to connect your Windows Phone 7 device to SmarterMail via Exchange ActiveSync:

  1. From the home screen, push the arrow in the upper right corner, and go to Settings
  2. Under the System tab, select email & accounts
  3. Select add an account
  4. Select Outlook
  5. Enter your email address and password and click Sign In
  6. You will be then be brought to a page to check your information and try again. Your e-mail address and password should be populated. If not, fill these in. Change your username to your e-mail address, and leave Domain blank, then hit Sign In again
  7. You will then receive a screen that says, "We couldn't find our settings." Click Advanced
  8. The email address, password and username fields should be populated. If they are not, please fill these in. Leave the domain field blank, and enter your mail server (generally mail.yourdomain.com, however you may need to check with your mail host or server administrator if you are unsure). Click Sign in
  9. You will be brought back to the e-mail & accounts menu. To verify your account has been added, look for the account on this list
  10. Your Windows Phone 7 device is now setup to synchronize data using Exchange Activesync

For information on configuring mailboxes to synchronize email, calendars, tasks, and notes using the Exchange ActiveSync technology, please refer to the KB article How To -- Configure Microsoft Exchange ActiveSync for Email Accounts.

Configure Exchange ActiveSync on Windows Phones

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 2,099

Microsoft Exchange ActiveSync is available as an optional add-on to SmarterMail. Unlike other synchronization methods, Exchange ActiveSync uses direct push technology to sync email, calendars, contacts, tasks, notes, and folders to Windows Phones in real time.

Once you have activated the Microsoft Exchange ActiveSync add-on and enabled Exchange ActiveSync for the specific SmarterMail mailbox, you will need to configure the Windows Phone to function with Exchange ActiveSync.

To set up your Windows Phone to access Exchange ActiveSync, follow these steps:

  1. On your Windows Phone, click Start. Then click Programs and click ActiveSync
  2. Click the Set up your device to sync with it link
  3. Enter your email address
  4. Uncheck the Attempt to detect Exchange Server Settings automatically checkbox
  5. Click Next
  6. Enter the URL to your webmail server. For example, mail.example.com. NOTE: Do not include http:// when entering the server information
  7. If your webmail requires SSL, select the This server requires an encrypted (SSL) connection checkbox
  8. Click Next
  9. Complete the following required information:
  10. Username (without @domainname.com)
  11. Password
  12. Domain name
  13. Click Next.
  14. The Windows Phone will display a list of collaboration items to sync with Exchange ActiveSync. Choose from the list and click Finish to initiate the first sync.

Configure IMAP for iPhone and iPad

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 2,214

The iPhone and iPad supports IMAP. IMAP will allow you to retrieve emails and folders from SmarterMail and leave the emails on the server.

Follow these steps to create a SmarterMail IMAP connection to an iOS device with Firmware 5.0.x:

  1. On the iPhone, tap Settings
  2. Tap Mail, Contacts, Calendars
  3. Tap Add Account
  4. Tap Other
  5. Tap Add Mail Account
  6. Complete the Name, Address (email address), Password and Description fields
  7. Click Next
  8. Ensure IMAP is selected
  9. Enter your incoming mail server information:
    • Hostname is generally mail.yourdomainname.com. If you aren't sure, contact your email hosting company
    • Username is your full email address
    • Password is the same password used to access webmail
  10. Enter your outgoing mail server information:
    • Hostname is generally mail.yourdomainname.com. If you aren't sure, contact your email hosting company
    • Username is your full email address
    • Password is the same password used to access webmail
  11. Tap Next
  12. The iPhone will attempt to establish an SSL connection to your IMAP and SMTP servers. If this succeeds, you will be done and can proceed to step 13. If this fails, you will see the prompt, "Do you want to try setting up the account without SSL?"
    • Tap No
    • Tap Save
    • When prompted, "This account may not be able to send or receive emails. Are you sure you want to save," tap Save
  13. Tap the account you just added (identified by your email address)
  14. Scroll down and tap the SMTP button
  15. Select the server you just added, identified by the hostname from step 9
  16. Select OFF for Use SSL
  17. Select Password for Authentication
  18. Select 25 for Server Port
  19. for Server Port
    • Note: Many internet providers are blocking port 25 to help combat spammers. As such, you may need to use an alternate port of 587.
  20. Tap the SMTP button to go back
  21. Tap your email address to go back
  22. Tap Advanced
  23. Scroll down to Incoming Settings
  24. Select OFF for Use SSL
  25. Select Password for Authentication
  26. Select 143 for Server Port
  27. Tap your email address to go back
  28. Tap Mail to go back
  29. Tap the Home button
  30. Tap the Mail App to check your configuration

Configure Microsoft Exchange ActiveSync for Email Accounts

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 2,271

Microsoft Exchange ActiveSync technology allows for over-the-air synchronization and push email to a wide range of mobile devices, including the iPhone and iPad, Windows Phones, and Nokia devices.

NOTE: Before you can configure a mailbox to sync using the Exchange ActiveSync technology, you must activate the Exchange ActiveSync add-on. For more information, please refer to the KB article How To -- Activate Microsoft Exchange ActiveSync.

Follow these steps to enable Exchange ActiveSync for a specific mailbox:

  1. Log in as the system administrator
  2. Click the settings icon
  3. Click ActiveSync Mailboxes in the navigation pane
  4. Click Add in the content pane toolbar
  5. In the Email Address field, type the full email address for the account for which you want to enable Exchange ActiveSync
  6. Click Save

This mailbox can now use the Exchange ActiveSync technology to sync emails, calendars, tasks, and notes.

Configure Microsoft Exchange ActiveSync for the Apple iPhone

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,930

To set up your iPhone to access Exchange ActiveSync, follow these steps:

  1. On your iPhone's home screen, tap Settings.
  2. Tap Mail, Contacts, Calendars.
  3. Tap Add Account.
  4. Tap Microsoft Exchange.
  5. Complete the following required fields:
    • Email (your full email address)
    • Domain name
    • Username (with @domainname.com)
    • Password
    • Description (Optional)
  6. Tap Next.
  7. After a moment, the iPhone will ask for the server information. This is the URL to your webmail. For example, mail.example.com.
    NOTE: Do not include http:// when entering the server information.
  8. Tap Next.
  9. If your webmail does not support SSL, the following message will display: "Exchange account verification failed."
    • Tap Next and then tap Save. Complete step 10 of these setup instructions.
    • After step 10, edit the account you just added.
    • Tap Account Info.
  10. Change "Use SSL" to "Off."
  11. The iPhone will display a list of collaboration items to sync with Exchange ActiveSync. Choose from the list and tap Done to initiate the first sync.

Additional Information

Question: How do you set the "Display Name" (from) to show the name instead of the email address on iPhone?
This is a limitation of how Exchange ActiveSync is implemented in iOS. By default, iOS takes the email address and uses that. There's no way to modify it presently so that a friendlier display name shows on an iOS device.

Configure SMTP Blocked Senders

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 2,108

System administrators can block an entire domain or an individual email address from delivering messages to the SmarterMail spool by using the SMTP blocked senders feature. This ability is a useful spam prevention strategy if you know a spammer is sending messages from a certain address or domain.

Follow these steps to add a domain or an email address to the SMTP blocked senders list:

  1. Log in to SmarterMail as the system administrator
  2. Click the Security icon
  3. Expand the Advanced Settings folder in the navigation pane
  4. Click SMTP Blocked Addresses. A list of blocked addresses will load in the content pane
  5. Click New in the content pane toolbar
  6. In the Blocked Address field, type the domain or email address that you wish to block
  7. In the Block Type field select Incoming
  8. Click Save

Configure the Folder Auto-clean Feature

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,918

The folder auto-clean feature in SmarterMail is designed to help system administrators keeping mailbox size(s) under control. Using folder auto-clean, common folders like the Junk E-mail, Sent Items and Deleted items can be regularly purged of old messages so they do not clutter user mailboxes. System administrators can configure folder auto-clean to allow users and domains to override suggested settings or to require them to follow set policies.

Follow these steps to configure the folder auto-clean feature at the system level:

  1. Log in as the system administrator
  2. Click the Settings icon
  3. Expand the Storage folder in the navigation pane
  4. Click Folder Auto-Clean
  5. Click the Options tab
  6. Click the checkbox(es) for the option(s) you wish to enable
  7. Click Save
  8. Click the Rules tab
  9. Click Add Rule. A folder auto-clean rule window will load in a popup window
  10. In the Folder field, choose the folder you want to auto-clean from the list
  11. In the Type field, choose whether messages in the folder are purged according to size or date
  12. Then specify the appropriate thresholds for the size or date options
  13. Select the Enable auto-clean for this folder checkbox
  14. Click Save
  15. Repeat steps 8-14 for each folder that should be auto-cleaned

Follow these steps to enable the folder auto-clean settings on the domain level, if the system administrator has allowed it:

  1. Log in as the domain administrator
  2. Click the Settings icon
  3. Expand the Domain Settings and Filtering folders in the navigation pane
  4. Click Folder Auto-Clean
  5. Select the appropriate option to use the default settings or to allow users to override auto-clean settings
  6. Click Save

Copy Mail Sent To or From a Mailbox

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,964

Using the events system, the system administrator can blind carbon copy (BCC) a user's sent and received messages to another email account. This ability is useful for both archiving and monitoring purposes.

Copying Received Mail

Follow these steps to automatically BCC all of a user's received messages:

  1. Log in to SmarterMail as the system administrator
  2. Click the Settings icon
  3. Expand the Events folder
  4. Click Events in the navigation pane
  5. Click New In the content pane toolbar
  6. In the Event Name field, type the name of the event
  7. In the Event Category field, select Email
  8. In the Event Type field, select Message Received
  9. Click the From Address checkbox and type the user's email address in the corresponding field
  10. Click the Actions tab
  11. Click Add Action
  12. In the Action field, select Add Recipient
  13. In the Maximum Frequency field, select None
  14. In the Recipient field, type the email address to which messages should be forwarded
  15. Click Save
  16. Click Save again to save the event
  17. Copying Sent Mail

Follow these steps to automatically BCC all of a user's sent messages:

  1. Log in to SmarterMail as the system administrator
  2. Click the Settings icon
  3. Expand the Events folder
  4. Click Events in the navigation pane
  5. Click New in the content pane toolbar
  6. In the Event Name field, type the name of the event
  7. In the Event Category field, select Email
  8. In the Event Type field, select Message Sent
  9. Select the From Address checkbox and type the user's email address in the corresponding field
  10. Click the Actions tab
  11. Click Add Action
  12. In the Action field, select Add Recipient
  13. In the Maximum Frequency field, select None
  14. In the Recipient field, type the email address to which messages should be forwarded
  15. Click Save
  16. Click Save again to save the event

Create a User in SmarterMail

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,881

Follow these steps to create a new user in SmarterMail:

  1. Log in to the SmarterMail web interface as the domain administrator
  2. Click the Settings icon
  3. Expand the Domain Settings folder
  4. Click Users
  5. Click New in the content pane toolbar
  6. In the Username field, type the desired username
  7. In the Authentication Mode field, select the appropriate authentication option from the list
  8. In the Password and Confirm Password fields, type the password for this account. Be sure to type the same password each time
  9. In the Display Name field, type the name that will appear on outgoing messages
  10. Enter a Reply-To Email Address, if desired
  11. In the Time Zone field, select the appropriate time zone from the list
  12. Click Save

Delete an Email Address on the Auto-complete List

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,851

Because most users send email to the same recipients, SmarterMail automatically pulls email addresses from your Sent Items folder, your contacts, the Global Address Directory (GAL), aliases and mailing lists and saves them separately from emails in your contacts list. These auto-saved email addresses are then used to auto-complete the To, Cc and Bcc fields when applicable.

On occasion, there may be email addresses that a user does not want auto-saved, such as a misspelled email address or an outdated email address no longer in use. For this reason, users can remove email addresses from the auto-complete list.

NOTE: Addresses pulled from the GAL, aliases, mailing lists or a user's contacts cannot be deleted from the auto-complete list.

Follow these steps to remove an email address from the auto-complete list:

  1. Log into SmarterMail as a user
  2. Click the Settings icon
  3. Expand the My Settings and Advanced Settings folders in the navigation pane
  4. Click Auto-complete. A list of email addresses that have been automatically saved in SmarterMail will load in the content pane
  5. Select the desired email address(es) and click Delete

Enable or Disable Catch-Alls

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,916

A catch-all alias is an email address that will catch any incoming email sent to an invalid address on a domain. Instead of bouncing the message back to the sender, the message will be stored in the mailbox that is assigned as the catch-all account.

If you find that customers frequently send emails to accounts that do not exist, setting up a catch-all alias may be beneficial. However, the use of a catch-all alias has the disadvantage of allowing spammers to send unwanted messages to random addresses, which can stress the mail server and affect performance.

Enabling a Catch-alls

To enable catch-alls for a domain in SmarterMail, follow these directions:

  1. Log in to SmarterMail as the system administrator
  2. Click the Domains icon
  3. Select the desired domain in the navigation pane
  4. Click Edit in the content pane toolbar. The domain settings will load in a popup window
  5. Click the Features tab
  6. Select the Catch-All Alias checkbox
  7. Click Save
  8. Assigning a Catch-all Alias to a Mailbox

Then you will need to create a catch-all alias for the domain and assign it to a specific mailbox. To do so, follow these steps:

  1. Log in to SmarterMail as the domain administrator
  2. Click the Settings icon
  3. Expand the Domain Settings folder in the navigation pane
  4. Click Aliases
  5. Click Set Catch-all in the content pane toolbar
  6. Select the alias you would like to use as the catch-all
  7. Click Save

NOTE: It is important to never set an auto-responder on an email account that the catch-all forwards to, as it may result in backscatter. This can cause your domain to be blacklisted. In addition, additional bandwidth usage will result. If you do not see the option for adding a catch-all, please contact your system administrator as they may have disabled the option.

Enable Plus Address

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,855

Plus addressing is a feature that allows you to automatically filter incoming emails into folders without pre-creating the folders or filters to deal with them.

Plus addressing also allows users to use special email addresses if they do not want to give out their real email address. For example, if user@example.com needs to provide a valid email address to sign up for a newsletter, he can sign up for the newsletter using the address user+technewsletter@example.com. When the newsletter is delivered, it will automatically be routed to the Technewsletter folder. If the folder does not exist, it will be created automatically.

Follow these steps to enable plus addressing:

  1. Log in to SmarterMail as a user
  2. Click the Settings icon
  3. Expand the My Settings folder in the navigation pane
  4. Click Account Settings. The account settings will load in the content pane
  5. Click the Plus Addressing tab
  6. Select the appropriate action SmarterMail should perform to plus-addressed emails
  7. Click the Enable plus addressing checkbox
  8. Click Save

Export contacts to CSV

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,957

An CSV file stands for Comma Separated Values. The advantage to exporting contacts to an CSV file is that many applications utilize CSV as a universal file format to store and exchange data.

To export one or multiple contacts to CSV:

  1. Log into SmarterMail as a user
  2. Click the Contacts icon
  3. Select the desired contacts
  4. Click the Actions menu and click Import/Export. Then click Export to CSV

To export all contacts to CSV:

  1. Log into SmarterMail as a user
  2. Click the Contacts icon
  3. Click the Actions menu and click Import/Export. Then click Export All to CSV

Export SmarterMail Contacts

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,979

Contacts can be exported from SmarterMail as a .zip file containing vCard files. These can then be imported into Microsoft Outlook or into another SmarterMail account.

Exporting All Contacts

To export all contacts, follow these steps:

  1. Log into SmarterMail as a user or domain administrator
  2. Click the Contacts icon. A list of contacts will load in the navigation pane
  3. Click the Actions menu in the navigation pane toolbar and click Import/Export. Then click Export All to vCards or Export All to CSV, depending on the file type you would like to export the contacts as
  4. Exporting Select Contacts

To export specific contacts, follow these steps:

  1. Log into SmarterMail as a user or domain administrator
  2. Click the Contacts icon
  3. Select desired contact(s)
  4. Click the Actions menu in the navigation pane toolbar and click Import/Export. Then click the appropriate export option, depending on the file type you would like to export the contacts as

Filter Automated Email Messages

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,918

In order to filter automated email messages delivered to your server, you can create a domain content filter to perform one or more of the following actions when they come in:

  1. Mark as read
  2. Delete
  3. Bounce
  4. Move message to folder
  5. Prefix subject
  6. Embed header line into message
  7. Copy message
  8. Reroute the message to another email address

For example, follow these steps to re-route all automated emails to the administrator:

  1. Log in to SmarterMail as the domain administrator
  2. Click Settings icon
  3. Expand the Domain Settings and Filtering folders in the navigation pane
  4. Click Content Filtering. A list of content filters will load in the content pane
  5. Click New in the content pane toolbar. The content filtering options will load in the content pane
  6. In the Other category, select the Message is automated (no return address) checkbox
  7. Click Next. More options will load in the content pane.
  8. Click Next
  9. In the Name field, type the name of the content filter
  10. Add an action for SmarterMail to take on the message by selecting the appropriate checkbox(es)
  11. Click Save

Flag an Email Message for Follow-Up

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,947

SmarterMail allows users to mark incoming emails for follow up. This is very useful for users who wish to quickly sort out the messages that require a response or other action from those that may not require such urgency.

Follow these steps to flag a message for follow-up:

  1. Log in to SmarterMail as a user
  2. Click the Email icon
  3. Click the folder in which the desired email message is stored. The messages in the folder will load in the content pane
  4. Select the desired message and click the Actions menu in the content pane toolbar. Then click Mark and click Follow-up

NOTE: Alternatively, users can locate the desired message in the content pane and click the flag icon on the far right of the message header to mark a message for follow-up.

The flag will turn red, indicating the message is marked for follow-up, and the message will also appear in the follow-up view, providing easy access to all messages that require further action.

Follow these steps to view all messages that are flagged for follow-up:

  1. Log in to SmarterMail as a user
  2. Click the Email icon
  3. Expand the By Type folder in the navigation pane
  4. Click Follow-ups. A list of messages flagged for follow-up will load in the content pane

Forward Multiple Emails in One Message

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,812

On occasion, users may want to forward multiple messages to a contact. Instead of forwarding each message individually, SmarterMail allows users to forward multiple messages at once as attachments to a single message.

Follow these steps to forward multiple emails at once:

  1. Log into SmarterMail as a user
  2. Click the Email icon
  3. In the navigation pane, click the folder containing the messages you wish to forward. The messages in the folder will load in the content pane
  4. Select the desired messages
  5. Click the Actions menu in the content pane toolbar and then click Forward. This will open a new message window that you will use to compose a message to the desired recipients. The messages that you wanted to forward will be attached as .eml files to the new message
  6. Compose the message and click Send

GMail POP3 Mail Download

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,520

Even though you may receive your email at a custom domain on our mail server you may wish to download that mail to your GMAIL server. To do this the following is needed.

  1. Log into your gmail account
  2. Click on the gear icon in the top right of your screen
  3. Click on Settings
  4. Click on the tab that says "Accounts and Import"
  5. Click on "Add a POP3 mail account you own"
  6. In the window that opens enter your email address and click "Next Step"
    1. In the username enter your full email address (e.g. john@domain.com)
    2. Enter in your password. (Note: If you need assistance with this email support@jm2.biz or use our online contact form here.)
    3. Enter in the mail server of mail.jm2.biz and leave the port at the default of 110
    4. Check any additional boxes you want (e.g. "Leave a copy of retrieved messages on the server")
    5. Click "Add Account"

Import Contacts to SmarterMail

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,843

SmarterMail supports importing contacts from two different types of files: vCards (VCF) and comma-separated text files (CSV). SmarterMail also supports importing from a .zip file containing any combination of these files.

Importing vCard or zipped vCard files

Follow these steps to import vCards to SmarterMail:

  1. Log in to SmarterMail
  2. Click the Contacts icon
  3. Click the Actions menu in the navigation pane toolbar
  4. Then click Import/Export and click Import
  5. Click Choose File to find to the file you wish to upload and click OK
  6. Click Next in the content pane toolbar
  7. If any conflicts occur, you will be asked to resolve them by performing one of the actions below: ?Add Contact – This option adds a completely new contact record with the information in the vCard.
    • Replace – This option replaces the contact in the box with the new one being uploaded. To examine the properties of the close match contacts, however your mouse over the magnifying glass icon in the list at the bottom of the page
    • Skip – This option skips this contact and omits the uploaded contact information
  8. Once all conflicts are resolved, the process is complete

Importing CSV or zipped CSV files

Follow these steps to import CSV files to SmarterMail:

  1. Log into SmarterMail
  2. Click the Contacts icon
  3. Click the Actions menu in the navigation pane toolbar
  4. Then click Import/Export and click Import
  5. Click Choose File and navigate to the file you wish to upload and click OK
  6. Map the contact fields from your CSV to SmarterMail fields by choosing them from the dropdown boxes
  7. Click Next
  8. If any conflicts occur, you will be asked to resolve them by performing one of the actions below:
    • Add Contact – This option adds a completely new contact record with the information in the vCard
    • Replace – This option replaces the contact in the box with the new one being uploaded. To examine the properties of the close match contacts, however your mouse over the magnifying glass icon in the list at the bottom of the page
    • Skip – This option skips over this contact and omits the uploaded contact information
  9. Once all conflicts are resolved, the process is complete

Import Mailbox Data to SmarterMail from Third-party Mail Servers

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,776

Individual users can use the mailbox migration tool within the webmail interface to import existing email and collaboration data from most third-party mail servers.

Follow these steps to use the mailbox migration tool:

  1. Log into SmarterMail as a user
  2. Click the Settings icon
  3. Expand the My Settings and Advanced Settings folders in the navigation pane
  4. Click Mailbox Migration
  5. The mailbox migration tool will open in a new window. Follow the on-screen instructions to import email and collaboration data from a third-party mail server to your SmarterMail mailbox

NOTE: The mailbox migration tool will only transfer email, contacts, calendars, tasks, and notes (if supported) from a single third-party mailbox to your SmarterMail mailbox. System administrators can use mail server conversion tools to migrate multiple mailboxes or entire domains from mail server applications like MailEnable, Merak, MailMax, or Imail quickly and easily. System administrators can also use Web services to run migrations for multiple accounts.

Link Tasks to Email Messages

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,664

SmarterMail supports the linking of tasks to email messages. This can be useful when creating and organizing tasks related to specific email conversations.

Follow these steps to generate and link a task from an email message:

  1. Log into SmarterMail as a user
  2. Click the Email icon
  3. Select the folder in which the email message you wish to link a task to resides
  4. Select the desired message and click the Add menu in the preview pane toolbar and then click Task
  5. Fill out the required fields and click Save
  6. Once the task is saved, a new Tasks tab will display in the message indicating that you successfully linked the task to the email

Mail Server Ports

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,752

When configuring your desktop or mobile client we have the following ports setup. These will need to be enabled on either a network firewall or the Windows Server firewall itself. Listed below are common ports that are used for mail delivery:

  • Port 80 - HTTP traffic and ActiveSync traffic - used to access the web interface of SmarterMail. This would also be the same port used by ActiveSync as well
  • Port 25 - SMTP Port - Commonly used for SMTP traffic
  • Port 587 - Submission Port - Commonly used as an alternative port number for SMTP traffic
  • Port 110 - POP Port - Used for POP connections made to the server
  • Port 143 - IMAP Port - Used for IMAP connections made to the server
  • Port 389 - LDAP Port - Used for LDAP connections to the server
  • Port 5222 - XMPP Port - Used for XMPP connections, also known as the chat feature of SmarterMail

Messages to Yahoo! Emails are Temporarily Deferred

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,818

The growing concerns surrounding spam and harmful computer viruses have caused many mail servers to blacklist all inbound email sent from suspicious domains and servers. As a result, users can no longer accept messages routed through a potentially dangerous server.

While this feature may reduce or even eliminate spam from a particular domain, it can also create a communication barrier within your business. For example, it could result in delayed email messages or undelivered email messages. In fact, many SmarterMail users have received the following delivery error message when sending email to Yahoo!:

If you are seeing the error code “421 Message received from x.x.x.x temporarily deferred” or “451 Message temporarily deferred” in your SMTP logs, this indicates that the message you attempted to send was not accepted at Yahoo!. It is not a permanent error; your system will automatically re-try later.

If you are seeing this same error consistently over an extended period of time, and you feel that your policies and practices comply with our guidelines (described below), we would encourage you to contact us with detailed information so that we can help diagnose your problem.

For bulk mailers please visit ( http://help.yahoo.com/l/us/yahoo/mail/postmaster/basics/postmaster-02.html ) to review our best practice recommendations and, if appropriate, request assistance.

If your mail server does not primarily send bulk mailings (e.g, you run a personal, corporate, educational, or ISP mail server), please visit ( http://help.yahoo.com/l/us/yahoo/mail/postmaster/defer.html ).

If you are not the administrator of the mail server in question, please contact the administrator directly with the error message you are receiving.

-- From Yahoo! Mail Help (http://help.yahoo.com/l/us/yahoo/mail/postmaster/errors/postmaster-04.html)

Yahoo!’s introduction of DomainKeysIM (DKIM), which combines DomainKeys and Identified Internet Mail (IIM), requires additional security measures to ensure safe email messaging. To prevent being "deferred" by Yahoo!, the following configuration changes for SmarterMail are recommended:

  1. Verify that a reverse DNS record is in place for all IPs that SmarterMail uses for outbound SMTP connections
  2. Verify that an SPF record is in place for all hosted domains
  3. Verify that DomainKeys/DKIM signing is enabled for your domains
  4. Use an outbound gateway with SpamAssassin and outbound filtering

If this configuration does not resolve your deferment issue, you must become whitelisted by Yahoo! to ensure continued email delivery. To begin, you will need to fill out the appropriate form based on your email needs. If you send bulk email out on a regular basis, you will need to complete the Yahoo! Mail Bulk Sender Form. Alternatively, if you do not send out bulk mailings, you will need to complete the Yahoo! Mail Delivery Issues Form. Yahoo! may report that there are too many domains assigned to the same IP (Shared IP); however, with repeated requests, you will still become whitelisted.

Migrating to SmarterMail from Office 365

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,732

Migrating from Office 365 is easy. However, there are a few things that aren't as clear-cut as moving from an Exchange server or from a mail service such as GMail. Below is a step-by-step for anyone migrating from Office 365 to SmarterMail using the mailbox migration utility:

  1. First, you'll need to log into SmarterMail using the email address you're migrating to
  2. Next, go to the mailbox migration utility. It's located by clicking on the Settings button, then going to My Settings >> Advanced and clicking on Mailbox Migration. This will load a pop-up window, so be sure you don't have any popup blocking enabled
  3. When asked for the mailbox Account Type, select "Exchange 2007 SP1 or Later"
  4. If you are moving to a brand new account in SmarterMail, there's no need to check the box next to "Delete existing SmarterMail mailbox items."
  5. On the Account Settings portion of the migration you will need to log in to your Office 365 account and to get the Server Address. Once you log in to your Office 365 account you can get the server address from the log in URL. For example, if your log in url is something like https://ch1prd0412.outlook.com/owa, you will want to use "chr1prd-412.outlook.com" as the Server Address you're migrating from
  6. Use the full email address you use to log in to Office 365 as your Username. For example, JDoe@example.com
  7. Use your domain name as the Domain for the migration. For example, if you log in with JDoe@example.com you'll just need to use example.com for the domain
  8. You will need to check the Requires SSL checkbox
  9. From there, the rest is easy. Just finish up the migration wizard and your Office 365 information will now be in SmarterMail

Outlook 2010 is Running Slow

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,747

Problem

Microsoft Outlook 2010 is running too slow.

Resolution

By default, Outlook 2010 downloads both the emails and the attachments for every folder. As a result, users with mailboxes larger than 1 GB may find that Outlook takes a long time to download their messages. Previous versions of Outlook only downloaded the message headers by default. This setting was changed in Outlook 2010 to allow the program to index all content and display information about the emails and attachments each contact has sent.

Follow these steps to change this setting to only download the message headers to speed up Outlook:

  1. Run Outlook 2010
  2. Click the Send/Receive tab
  3. Click Send/Receive Groups and select Define Send/Receive Groups. This will allow you to edit settings for send/receive groups
  4. Select All Accounts and click Edit
  5. Uncheck the Get folder unread count for subscribed folders option
  6. Click the Use the custom behavior defined below option
  7. Check Inbox and any other folders that receive new mail in the Folder Options box
  8. Click OK
  9. Click Close

Rename and Organize Mapped Resources

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,705

SmarterMail allows users to share their email folders and collaboration items with other users on the domain. Users may wish to organize their mapped resources for easier sorting and accessibility.

Follow these steps to rename a mapped resource:

  1. Log in to SmarterMail as a user
  2. Click the Settings icon
  3. Expand the My Settings and Sharing folders in the navigation pane
  4. Click Mapped Resources. A list of mapped resources will load in the content pane
  5. Select the resource you wish to modify
  6. Click Edit in the content pane toolbar
  7. In the Friendly Name field, type the new name for the mapped resource
  8. Click Save

These resources may be further modified to allow for advanced organization by adding the prefix "category\" before the friendly name. The category allows further organization of similarly named resources by the category prefix.

Restrict Users from Sending or Receiving Email

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,816

By modifying the service access settings, domain and system administrators can restrict user accounts from sending or receiving email in SmarterMail. For example, if a company wants to use SmarterMail for internal communications, the system administrator can set up the service access settings to only allow users to send email to other users on the domain.

Enabling Service Access Settings

Follow these steps to enable the service access settings:

  1. Log in as the system administrator
  2. Click the Domains icon
  3. Select the desired domain within the navigation pane
  4. Click Edit in the content pane toolbar
  5. Click the Features tab
  6. Select the Control of service access checkbox
  7. Click Save
  8. Configuring Service Access Settings

After the service access settings are enabled, domain administrators can limit user access to POP, IMAP, SMTP and webmail.

Limiting Access for a Specific User

Follow these steps to configure the service access settings for a specific user:

  1. Log in as the domain administrator
  2. Click the Settings icon
  3. Expand the Domain Settings folder
  4. Click Users in the navigation pane
  5. Select the user you wish to edit and click Edit
  6. Select the Service Access tab
  7. All options are enabled by default. Uncheck the appropriate checkboxes to disable service access
  8. Click Save

Limiting Access for All Users on a Domain

Follow these steps to configure the service access settings for all of the users on a domain:

  1. Log in as the domain administrator
  2. Click the Settings icon
  3. Expand the Domain Settings and Advanced Settings folders
  4. Click Default User Settings in the navigation pane
  5. Click the Service Access tab and uncheck the appropriate checkboxes to disable service access
  6. Click Save
  7. Click User Propagation in the navigation pane
  8. Click the Service Access tab and select the appropriate checkboxes to identify which settings to propagate
  9. Click Propagate Now

Send a Contact as a vCard

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,784

vCard is a file format standard for electronic business cards. vCards are often attached to e-mail messages, but can be exchanged in other ways, such as on the World Wide Web or Instant Messaging. They can contain name and address information, phone numbers, e-mail addresses, URLs, logos, photographs and even audio clips.

  1. Follow these steps to send an electronic business card in SmarterMail
  2. Log into SmarterMail as a user
  3. Click the Contacts icon. A list of contacts will load in the navigation pane
  4. Select the desired contact(s)
  5. Click the Actions menu in the navigation pane toolbar and click Send vCard(s)
  6. SmarterMail will open a new message window with the vCard(s) attached
  7. Type the recipient's email address in the To field and compose a message. Then click Send

Set Up a Backup Email Address

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,786

On occasion, a user may forget their login password. If the system administrator has enabled password retrieval, the user can click the Forgot Password? link on the login page to receive instructions on how to reset their password. However, the user must have a backup email address on file to be able to reset their password.

To setup a backup email address, follow these instructions:

  1. Log into SmarterMail as a user
  2. Click the Settings icon
  3. Click Account Settings in the navigation pane
  4. Click the User tab
  5. In the Backup Email Address field, type the address you would like to use as a backup in case you forget your password
  6. Click Save

Set Up a Password Policy

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,755

To ensure the security of email accounts, system administrators can specify minimum requirements for user passwords. For example, by requiring passwords that include both uppercase and lowercase letters, numbers and symbols, administrators can ensure users don't use weak passwords.

Follow these steps to configure the password requirements for user accounts:

  1. Log in to SmarterMail as the system administrator
  2. Click the Security icon
  3. Expand the Advanced Settings folder and click Password Requirements in the navigation pane. The password requirement settings will load in the content pane
  4. In the Minimum Password Length field, type the minimum number of characters the password must have
  5. To specify additional requirements, select the appropriate checkboxes. All other settings are optional
  6. Click Save

Set up IMAP in Outlook 2003

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,768

In order to receive messages from your SmarterMail account through Microsoft Outlook 2003, you will need to set up an IMAP account in Outlook. Unlike POP, IMAP is a newer email protocol that keeps all messages and folders on the server. As a result, actions you perform to messages and folders in Outlook will automatically appear in the SmarterMail Web interface (and vice versa).

Follow these steps to set up an IMAP account in Outlook 2003:

  1. In Microsoft Outlook, click the Tools menu and select Email Accounts
  2. Click Add a new email account
  3. Click Next
  4. On the server type page, click IMAP
  5. Click Next
  6. On the email accounts page, fill out all of the necessary information. Be sure to provide the incoming and outgoing server
  7. Click More Settings
  8. Click the Outgoing Server tab. If your outgoing server requires SMTP authentication, select the appropriate checkbox
  9. Click Advanced tab
  10. If your server requires a secure connection, select the This server requires an encrypted connection (SSL) checkboxes
  11. Click OK
  12. Click Next
  13. Click Finish

Set up mail forwarding

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,732

For various reasons, users may want to forward incoming messages to their SmarterMail account to another email address. Users can set up email forwarding to automatically send all incoming messages to a secondary account or they can manually forward a single message to a secondary account.

Forwarding All Incoming Messages

  1. Follow these steps to set up automatically forward all incoming messages to another email account:
  2. Log in to SmarterMail
  3. Click the Settings icon
  4. Expand the My Settings folder
  5. Click Account Settings
  6. Click the Forwarding tab
  7. In the Forwarding Address field, type the email address you want messages to forward to
  8. If you want the messages deleted from your SmarterMail account once they have been forwarded, select the Delete messages when forward checkbox
  9. Click Save

Forwarding a Single Message

Follow these steps to forward a specific message from your SmarterMail account:

  1. Log in to SmarterMail
  2. Click the Email icon
  3. In the navigation pane, select the folder in which the message is saved. A list of messages will load in the content pane
  4. Click the desired message in the content pane. The message will load in the preview pane
  5. Click Forward in the preview pane toolbar. This will open a new message window that you will use to forward the message
  6. In the To field, type the email address you want to forward the message to
  7. Click Send

Setting up Outlook 2013 Using Microsoft Exchange ActiveSync

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,738

Setting up Outlook to connect to a SmarterMail mailbox is very simple. Two things to note, however, before you get started:

  1. Make sure you are connecting an account that has Microsoft Exchange ActiveSync enabled for it, and
  2. Make sure your mail domain has a valid SSL certificate as Outlook 13 requires a SSL connection when using EAS

To set up Outlook, do the following:

  1. Open up Outlook 2013 and click on the File tab
  2. Click Add Account
  3. Click the radio button next to Manual setup or additional server types
  4. Click Next
  5. When presented with the Choose Service screen, select Outlook.com or Exchange ActiveSync compatible service
  6. Click Next
  7. Enter your user, server and logon information. Be sure to use the full email address for the E-mail Address. your mail server address will generally be in the form of mail.domain.com. If you are unsure of the mail server address, contact your mail administrator or hosting provider
  8. Click Next
  9. Outlook will automatically test your account settings. When the connection is successful you simply need to close the Test Account Settings pop up and your account is created!
  10. Click Finish to complete the setup of your SmarterMail account in Outlook 2013

Setup IMAP on Android Device

 MODIFIED Date: 8/15/2016 |  User Level: Regular User |  Views: 1,305

The Android phone supports both POP and IMAP. IMAP will allow you to retrieve emails and folders from SmarterMail and leave the emails on the server.

Follow these steps to create a SmarterMail POP or IMAP Account on your Android Phone.

  1. On your Android device, navigate to the settings menu
  2. Click Accounts & Sync
  3. Click Add Account
  4. Select Email as the account type
  5. Select the Protocol you want to use. Generally most people use POP
  6. Complete the Email Address, Username (also email address) and Password fields
  7. In the POP Server field type in mail.DomainName.com
  8. Ensure Security type is None
  9. Ensure Server port is 110
  10. Click Next
  11. Enter your Outgoing Server Settings
    • For the Username field type in your full email address.
    • Type in your password
    • In the SMTP Server field type in mail.yourcompanydomain.com.
    • Leave Security as None
    • Change the Server port to 25
      • Note: Many internet providers are blocking port 25 to help combat spammers. As such, you may need to use an alternate port of 587 or 2525.
  12. Click next and then save your details
  13. Your mail account is now ready for use

Support for folders within your Inbox

 MODIFIED Date: 6/16/2016 |  User Level: Regular User |  Views: 1,821

When organizing email, there are times when a user will create sub-folders for their email Inbox. Therefore, the folder structure would look something like this:

  • Inbox
  • Microsoft
    • Office Subscriptions
  • Follow Ups
  • Archives
  • Forum Replies
    • Forum A
    • Forum B
  • Customer Service

In the above example, you can see sub-folders added to the Inbox, and even a couple of sub-folders of sub-folders (e.g., Office Subscriptions under Microsoft). From a Web interface perspective, this is a perfectly acceptable way to organize emails.

However, when attempting to synchronize these folders with a third-party email client such as Apple Mail or Outlook, problems arise. This is because virtually every email client handles the synchronization of these sub-folders differently. From a mail server perspective, this makes it difficult to account for every mobile and desktop email client. Therefore, SmarterMail is unable to support synching sub-folders of a user's inbox with third-party clients. While you can create sub-folders of the Inbox and access them via webmail, you will not be able to use an email client and have access to these folders. While some may work just fine when using something like Apple Mail, it's very likely none of the sub-folders under an Inbox will sync properly.

NOTE: Folders and sub-folders created OUTSIDE of a user's inbox WILL synch properly.

Application Settings (Advanced)

 MODIFIED Date: 4/15/2019 |  User Level: Regular User |  Views: 1,235

Summary


In this KB article I’ll  be covering the Advanced Application Settings (AAS) module. If you don't have any experience with AAS then see this link. Whether you are a  developer that wants to change the look of the entire site or you just want to  update the header links with a new page that you added this module helps with that. Apart from further customization of your website AAS allows you to create At Code. I’ll cover everything about the AAS module in further detail  as outlined below:



  • At Code

    • What is At Code?

    • Creating At Code for your site

    • Using At Code

  • Styling your website

  • More Web Building Things

    • Working with the Header

    • Working with the Footer

    • Creating essential pages for your website.

 



What is At Code?


If you’re  familiar with programming concepts At Code is pretty much analogous to a global variable. This  can be inserted anywhere in your website. Let’s say you have some information that repeats itself  a lot all over your website and you end up having to change it lots of times. This is an example where At Code  helps out.


Creating At Code


Creating At Code is very simple. If you’re not already within the  Advanced Application Settings click on that module. Once this is done you’ll see a grid as  shown below.



From here you just need to click the add new button.  After that you should see something like the picture below.


Now for  At Code you  must specify the  Category of “website.” You can then  name it whatever you want in the field name field. If you’re  typing in english then you can select English (*). Display order  tells the system what order to display things on the screen.


Finally in the  field value you actually  set the value of the At Code. You can  actually use At Codes in an At Code definition. There’s no limit to how many At Code within At Codes that you could have. You can  have HTML, CSS even Javascript in the At Codes. This makes it easy for one to create little modularized chunks of code that can  be easily placed anywhere on the site.


*Note: English is our only option currently. If however you have a need to write in a languages other than english  please let us know and we’ll add that language to the dropdown.


How to Use At Code

The use of  At Code is even more simple than creating it. To start let’s go over a few things and make some assumptions.


  • The value of Category is, “website”

  • The value of Field Name  is, “business button”

  • There’s another  At Code with the field name of Business address.

  • The value of  Field Value is, “

<div>

<h1>The Business button is below</h1>

<button style = “background-color: grey”>@BUSINESSADDRESS@</button>

</div>

  • The  value of Business Address’s Field Value is, “403 East Lincolnway Valparaiso, IN 46383”


With this information try to imagine the output of @BUSINESSBUTTON@ on a blank page with no styling.



Our styles are  by default a little  different and therefore the  output may be different from what you expected. However we do have a H1 followed by a button filled with the content of

another  At Code. You can change your css code yourself very easily to  customize the look the way you want!


Styling your website

To change the CSS of your site you must edit a specific application setting. Start by clicking on the  Application Settings Advanced. Then in Field Name type, “Administration.” Press enter and wait until the settings are  filtered to Categories with Administration contained in the Category string. Next type , “Style,” into the Field Name column. Press enter and wait  until it is filtered down to the Stylesheet setting. Click the edit button.

As you can probably see this is where the CSS is stored for your website. Now you may say, “It’s kind of difficult to edit CSS in form.” I would agree. I would highly recommend using a live css editor extension in Chrome. That edited  CSS can then just be copy pasted back into the Stylesheet field value.


No matter what live CSS editor you choose you will have this general process after the editor is on installed:


  • Copy paste the  Stylesheet Field Value without the  <style> </style> tags into the editor

  • Make your edits and see changes in  real time

  • Copy then paste the new styles in the editor to the Stylesheet Field Value in between the <style></style> tags.

  • Save the application setting


Personally I think that the editor at this link is the best free one out there but there are a lot of good free ones out there. There’s also  a great one that costs some money. For the functionality it is well worth it. It’s called Stylizer and you  can find it at this link.



More Web Building Things


This section will  teach you how to customize your website from Scratch. Let’s  begin by defining what I mean by “Scratch.” If you use any programming language today you aren’t writing it from scratch. Similarly in the JM2 CMS. The  only difference is the level of systematization or abstraction. That being said JM2 CMS is like a uber-high level programming language for website design. If you read the article on Advanced Application Settings (AAS) already then you may have found that the header and footer are actually  settings that can be changed. The values of those settings can be code. So if you’d like to change the header given to you then you can! This is especially useful if you wanted to add some new link to the header or footer.


Working with the Header


In AAS search “Website” in the Category and then “Header” in the Field Name.  You should then see something like this:



You’ll  then click the edit symbol. After that you’ll have access to the code that generates the header. Of you  happen to have any system alerts activated they’ll show up before the rest of the header information. One particular thing that I mentioned in the previous section is that  one might want to know how to edit the contents of the Header. Let’s pretend you just added a new page to your website through the Page Content module and you want to add this to your  Header because it’s important to your business and you think customers should know about it. You may add some code as depicted below to put your page on the Header.



Direct your attention to the highlighted  text. There you can see a new link that was added. To the  Header. I created two of them to test what happens when the  Header Links go over the margins. The results of which are shown  below:




Working with the Footer


Similar to finding the header search “Website” in the Category and then “Footer” in the Field Name. From there the  steps of adding any content to the footer is exactly the same as that of the header.


Creating essential pages for your website


For this  section, though I won’t be showing the  intricacies of the Page content module I will  be telling you to focus on a particular part. That  part is just 2 settings within the page that you’d like to add in the Advanced Administrative Information tab. These settings are called Category and  Page name. This is what determines the URL and directory under which your content will be stored. The details on this are talked about is the Page Content  article if you’re interested. Check the section on How to Create and Customize your Content.


With the understanding of how the URLs work you can add pages and modify your header and footer with ease.




At Code for Galleries

 MODIFIED Date: 4/15/2019 |  User Level: Regular User |  Views: 1,247

Summary


In this KB article I’ll  be covering a specific usage of AAS in combination with with galleries. By the end of this article you’ll learn how to automate the  display of gallery images by using At Code. I’ll break things down into the following steps :



  • Preparing your Gallery

  • The At code

    • Headers, Details, and Footers Oh My!

    • How to display the At code

 


Requirements


Reading:



Preparing Your Gallery


There are only 2 fields that you need to care about to prepare your gallery. Those are Category(In Gallery Image Information) and Description(1 of  5)(In Extra Information).

The gallery you are creating should all have the same category because the At Code will be searching for your images by that field.

The description will show when the user hovers over the image. Once you create your gallery you’re ready to move on to the At Code.  


The At Code

To begin I must explain somethings about custom At Code. For each custom At Code you must have a Header Detail and a Footer. However you must also be aware of what module you are pulling information from. In this case the module name is  Galleries but the Category for the new app setting should be Gallery. The reason for this is that in the code itself “Gallery” is that which associates with the “Galleries” module. The Field Name matters in a different way. This name will be how you reference the At Code. To make an At Codable thing you must create 3 separate app settings. All of them must have the same name except the end must be either Header, Detail, or Footer (no duplicates).

Headers, Details, and Footers Oh My!


In the header of this At Code you’ll be including lots of CSS to perform some animations. Here’s that code now. I won’t  be covering how it works but you’re free to play with it and figure it out.


<style>

.box {

   cursor: pointer;

   height: 300px;

   position: relative;

   overflow: hidden;

   width: 100%;

}

.box img {

   position: absolute;

   left: 0;

   -webkit-transition: all 300ms ease-out;

   -moz-transition: all 300ms ease-out;

   -o-transition: all 300ms ease-out;

   -ms-transition: all 300ms ease-out;

   transition: all 300ms ease-out;

}

.box .overbox {

   background-color: #fff;

   position: absolute;

   top: 0;

   left: 0;

   color: #212121;

   z-index: 100;

   -webkit-transition: all 300ms ease-out;

   -moz-transition: all 300ms ease-out;

   -o-transition: all 300ms ease-out;

   -ms-transition: all 300ms ease-out;

   transition: all 300ms ease-out;

   opacity: 0;

   width: 100%;

   height: 300px;

   padding: 50px 20px;

}

.box:hover .overbox {

   opacity: 0.75;

}

.box .overtext {

   -webkit-transition: all 300ms ease-out;

   -moz-transition: all 300ms ease-out;

   -o-transition: all 300ms ease-out;

   -ms-transition: all 300ms ease-out;

   transition: all 300ms ease-out;

   transform: translateY(40px);

   -webkit-transform: translateY(40px);

}

.box .title {

   font-size: 1.5em;

   text-transform: uppercase;

   opacity: 0;

   transition-delay: 0.1s;

   transition-duration: 0.2s;

}

.box:hover .title,

.box:focus .title {

   opacity: 1;

   transform: translateY(0px);

   -webkit-transform: translateY(0px);

}

.box .tagline {

   font-size: 0.8em;

   opacity: 0;

   transition-delay: 0.2s;

   transition-duration: 0.2s;

}

.box:hover .tagline,

.box:focus .tagline {

   opacity: 1;

   transform: translateX(0px);

   -webkit-transform: translateX(0px);

}

</style>


The Detail contains what will actually be visible on the site. In this case we use HTML along with  variables that are used in the Galleries Module. Remember when we made the Category in this app setting “Gallery”? Without  doing that the values for the variables that we want won’t be found. The reason is that the values of those variables are only stored in the “Gallery” Module. Now Let’s look at some code.


<div class="medium-4 columns end" style="margin-bottom:12px;">

<a data-fancybox="gallery" href="/UserControls/DatabaseImage.ashx?RegardingIdentifier=#BLOBIDENTIFIER#">

<div class="box">

<img class="imageShadow" src="/UserControls/DatabaseImage.ashx?RegardingIdentifier=#BLOBIDENTIFIER#&Width:450" alt="#BLOBDESCRIPTION#">

<div class="overbox">

<div class="title overtext">#BLOBDESCRIPTION1#</div>

<div class="tagline overtext">&nbsp;</div>

</div>

</div>

</a>

</div>


The variables must be within hashtags. That being said allow me to explain what these 2  variables are:

  • #BLOBIDENTIFIER# -  This identifier is associated with the image stored in the database.

  • #BLOBDESCRIPTION# -  This represents the descriptions that you filled for your galleries.


Finally we have the footer. In this case and in most cases contains references to scripts that allow some special functionality. All you need to do is make sure it’s in the footer! Here’s the code for that.


<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/fancybox/3.1.20/jquery.fancybox.min.css">

<script src="https://cdnjs.cloudflare.com/ajax/libs/fancybox/3.1.20/jquery.fancybox.min.js"></script>


Then once you have created all 3 of your new app settings confirm that they are the same and correct category, have the same Field Name, and have a header ,detail, footer. You can confirm this by going to the main page of App Settings (Advanced) then typing the Field Name in the Field Name column. Your results should look something like this:




How to display the At Code


If you made it this far I want you to know the hardest part is over and done with. One simple line of code will be enough to display your gallery. You put this code in the Page Content

of the page you want the gallery. The code for this particular instance looks like this:


@GALLERYCOUNTYPHOTOTOUR|CATEGORY:COUNTY%20PHOTO%20TOUR%20IMAGE@

As you can see when referencing an At Code there are no spaces, all caps, and the header,detail, and footer are not used in reference. The bar is then used to start search with within the Gallery module database. In this case it’s searching the Category variable for “COUNTY%20PHOTO%20TOUR%20IMAGE”. The “%20” represent spaces in the Category name.


Now… There’s actually no reason why we use Category as the common field (the field all the images in the galler have in common) that ties the gallery together, apart from a logical association. In other words it just makes sense to use the Category field. However if you wanted to use any other field as the common field then you could! Additionally if you wanted to utilize other information from the Galleries module in your At Code you could. Below is a list of all the information you can gather from a Galleries:


  tempString = tempString.Replace("#BLOBCATEGORY#", string.Format("{0}", item.BlobCategory));

                   tempString = tempString.Replace("#BLOBFILENAME#", string.Format("{0}", item.BlobFilename));

                   tempString = tempString.Replace("#BLOBDESCRIPTION#", string.Format("{0}", item.BlobDescription));

                   tempString = tempString.Replace("#BLOBCONTENTTYPE#", string.Format("{0}", item.BlobContentType));

                   tempString = tempString.Replace("#BLOBFILESIZE#", string.Format("{0:n0}", item.BlobFilesize));

                   tempString = tempString.Replace("#BLOBGROUPNAME#", string.Format("{0}", item.BlobGroupName));

                   tempString = tempString.Replace("#BLOBDESCRIPTIONLONG#", string.Format("{0}", item.BlobDescriptionLong));

                   tempString = tempString.Replace("#BLOBDESCRIPTION1#", string.Format("{0}", item.BlobDescription1));

                   tempString = tempString.Replace("#BLOBDESCRIPTION2#", string.Format("{0}", item.BlobDescription2));

                   tempString = tempString.Replace("#BLOBDESCRIPTION3#", string.Format("{0}", item.BlobDescription3));

                   tempString = tempString.Replace("#BLOBDESCRIPTION4#", string.Format("{0}", item.BlobDescription4));

                   tempString = tempString.Replace("#BLOBDESCRIPTION5#", string.Format("{0}", item.BlobDescription5));

                   tempString = tempString.Replace("#GALLERYALTERNATEVIEW#", string.Format("{0}", item.GalleryAlternateView));

                   tempString = tempString.Replace("0", string.Format("{0}", item.DisplayOrder));


                   tempString = tempString.Replace("#CREATEDBY#", string.Format("{0}", item.CreatedBy));


                   if (tempString.Contains("#CREATEDDATE"))

                   {

                       tempString = UtilitiesCore.StringToDateConversion(tempString, item.CreatedDate, "#CREATEDDATE");

                   }


                   tempString = tempString.Replace("#MODIFIEDBY#", string.Format("{0}", item.ModifiedBy));


                   if (tempString.Contains("#MODIFIEDDATE"))

                   {

                       tempString = UtilitiesCore.StringToDateConversion(tempString, item.ModifiedDate, "#MODIFIEDDATE");

                   }


                   tempString = tempString.Replace("#BLOBIDENTIFIER#", string.Format("{0}", item.BlobIdentifier));

                   tempString = tempString.Replace("587eca20-86d0-42b1-85f1-09632d803542", string.Format("{0}", item.BlobIdentifier));

                   tempString = tempString.Replace("#REGARDINGIDENTIFIER#", string.Format("{0}", item.RegardingIdentifier));


In this KB article I’ll be covering how to add categories of downloads to the Business YETI CMS.

 MODIFIED Date: 8/20/2019 |  User Level: Regular User |  Views: 316

Summary

In this KB article I’ll be covering how to add categories of downloads to the Business YETI CMS:

  • Establishing Context
  • Into The Advanced Application Settings
  • Confirm It Worked

Establishing Context

To get started hover over the downloads module and click on Downloads. From there click on any download. There’s a field called Category with a selector box. Those that are listed are stored in an application setting that administrative users have access to. You may want to add a new category or change the name of a current category. In the next section we’ll do that. Now that we’ve established the context of what we’re doing let’s move on to doing it!

Into The Advanced Application Settings

Hover over the App Settings (Advanced) and click on application settings. Next simply type “Data Set Download Category” in to the Category search box. Capitalization doesn’t matter but it does make it look nicer. Next you should see a list of all the current categories. If you want to edit the current category to say something else you can click the pencil. If you want to delete one you can click the trash can. Not too complex.

You can also add an entirely new category (not just editing an existing one). Get started by clicking the add new button. In the field name of Category write “Data Set Download Category”. The “Field Name” and “Field Value” will be whatever you’d like the category to be called. Hit save and you should have a new category to designate for your downloads.

Confirming it Worked

Go on back to the Downloads Module, click on any download, then check the category list. If the new or edited category isn’t there refer to the prior steps once more. If it still doesn’t show feel free to reach out at support@businessYETI.com.

Moving your website

 MODIFIED Date: 6/15/2019 |  User Level: Regular User |  Views: 1,254

Moving your website to another web server is straight forward and only takes restoring the Microsoft SQL Server database and configuring your Microsoft Internet Information Services or IIS (web server).

What you will need

  • IIS 8.5 (earlier versions will work)
    • We recommend 8.5 as http/2 is available which provides additional file compression and a faster overall website.
  • SQL Server 2017 Standard or higher

Steps to get up and running

  • SQL Server
    • The first step is to restore the Microsoft SQL Server database
    • Once the database is setup you need to setup a SQL Server user
      • It is recommended to use a complex password. Our standard is 36+ characters for the password.
    • Add the user to the SQL Server database
      • Assign the created user owner rights (or more restrictive rights)
  • IIS Web Server
    • Take the website backup and restore it into your new web server directory (this is often done with SFTP/FTP)
    • In the folder called App_Data you will see a file called dataSettings.json. This file you will want to edit and modify with the following settings as this is the core file for communication with the database.
      • Change the previous “Data Source=” to be your new SQL Server
      • Change the “Initial Catalog=” to the database name you restored the SQL Server database as
      • Change the “User ID=” to the newly created SQL Server user
      • Change the “Password=” to your newly created password”
      • Save your file back into the App_Data directory with the same filename (do not rename this file)
    • The website will now load if everything is put in correctly
  • Final changes (after all the above is done)
    • Update your DNS records to point to the new web server (your new host will provide you the information to change)
    • If the website loads, you will want to create an SSL/TLS Certificate (green padlock). When we export your site, we turn off “forcing” of SSL/TLS as you most likely don’t have this setup yet, especially if you are testing on a test server before updating your DNS records.
    • Log into the portal and enable forcing of SSL to all pages and updating your mail server entries. Once logged in all of these settings are in “App Settings”.
    • Make certain you have a good backup strategy set for your database and your webserver. Both are needed for the site to be operational.

Once the above is done the site should be fully operational and you are good to go.

Page structure

 MODIFIED Date: 10/1/2019 |  User Level: |  Views: 246

Whenever you add a page to your website there are a few critical items you want to be aware of. These are:

  • No more than three layers deep
  • Keep the number of clicks to a minimum
  • Fill in all pertinent information for the search engines (META Information)

We will be talking about the first two bullet points here on structuring and keeping the clicks for your site visitors to a minimum.

Page Content Advanced

Inside of Advanced Administrative Information you will see where you can add a Category, Page Name, and Sub-page Name. These are the three classifications we assign to all pages. Think of a site as follows:

http://yourDomain/Category/PageName/SubPageName

This keeps your information a maximum of three layers deep and your information categorized into logical elements. 

Notes

  • The name "Home" is a unique word. When the word Home is used in either the Category, Page name, or Sub-page name it is removed. So the Homepage will be technically /Home but you can also just use the /. The same is true for the other pages.
  • Spaces are not allowed in a name. If they are entered they will be removed. If you create a page called "My Page" it will be changed to "MyPage" (without the quotes).
  • When creating pages it is best practice to think about what you are doing and structure everything in a logical manner. For example, a common site structure would be:
    •  / (for home)
    • /About/ (for the about page)
    • /About/OurTeam/ (for the team page under about)

 

Reserved Names

These names cannot be used as part of the Category field as they are used by the system.

  • AccessDenied
  • Blog
  • Cart
  • Contact
  • Detail
  • Docs
  • Fonts
  • Images
  • Portal
  • Reports
  • ReportViewer
  • Robots
  • RSS
  • Scripts
  • Styles
  • Uploads
  • UserControls

Product Release Roadmap / Feature Requests

 MODIFIED Date: 2/21/2019 |  User Level: Regular User |  Views: 1,328

Description

Any system that is being improved upon will have a list of requested features. To facilitate and help people see the features we are planning on adding this is going to become our active document for features that are slated to be added based on client request. Any feature can be requested and will go into the queue below.

Requirements

  • No requirements beyond just requesting for a new feature

Notes

  • The priority for requests are handled in this order:
    • Custom Business Improvement Plan clients
    • Business Improvement Plan clients (Complete plan)
    • Business Improvement Plan clients (SEO plan)
    • Any client requesting a feature

System Modules

  • Overall
    • Universal updater
    • New modules
      • Backup and Restore
        • Backup to
          • Dropbox
          • Amazon S3
          • Google Drive
          • One Drive
          • FTPS
          • File system
      • Contracts
      • Donations
      • Google My Business
      • Human Resources / Employee
      • Invoicing
      • Scheduling
      • Slideshow
      • Social Sharing
      • Time Tracking
      • Training
    • Recompress all images
    • Convert images to WEBP images
  • Account
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Maps
      • Google map integration
      • Google driving directions
      • Select customers to travel to
      • Optimize routes
      • Save routes
      • Colorize and Filter map items
      • Click on map items to order
      • Click on map items to leave a task
      • Right side of the road stops
      • Display customer data on map icons
      • Save map to an image
      • Select an address and find businesses within XX miles of the address chosen
      • Filtering by
        • Last contacted date
        • Last order date
        • Sales YTD (Ascending)
        • Sales YTD (Descending)
        • Priority
        • Days since last visit
        • Customer Type
        • Sales Rep Name
        • State
        • City
    • Post cards based on a radius around an address
    • Allow multiple industries
    • SIC code
    • NAICS code
    • Annual revenue
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • Number of employees
    • Ownership type
    • Annual revenue
    • For items in the address module allow option to "roll up" from the address to the account
    • Merge accounts
  • Address
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Picture of the address
    • Allow multiple addresses in Accounts
    • Allow multiple addresses in Users
    • Format phones based on the chosen country
    • Ticker symbol
    • View ticker symbol (current and past)
    • SIC code
    • NAICS code
    • Annual revenue
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • Number of employees
    • Ownership type
    • Annual revenue
    • Make the URL fields clickable to pull up the site
    • Make email fields clickable to send an email with Outlook or other desktop client
    • Validate email
    • Validate website
    • Send out a birthday wish
    • Send out a anniversary reminder (week before)
    • Reports to
    • Assistant
    • Sync to outlook
    • Sms opt in
    • Spouse
      • Name
      • Anniversary
      • birthday
    • Children
      • Name
      • Anniversary
      • birthday
    • Pets
      • Name
      • Anniversary
      • birthday
    • Zip+4
    • Make certain the account code name is not already in use
    • Merge addresses
    • Popup for city/state
    • Popup for city/state when multiple city/state
  • Application Setting (Advanced)
    • Ability to pull down all of the system defaults (except those that have been modified)
    • Export all application settings to Excel
    • Import all application settings from Excel
    • Keep the single location Application Settings but also have settings under each of the modules for that specific module
    • Date sensitive Application Settings (setting valid from start date to end date)
    • CSS editor
    • Fields that are only true/false show as a check box and eliminate users from having to type in true/false
  • App Setup
    • Remove the extra modules and move into their own modules to keep the App Setup module clean and simple
    • Fav Icon upload
    • Convert PNG/JPG to Fav Icon
    • Edit Fav Icon
    • Upload logo (square) and resize to all appropriate apple and android touch icon sizes
    • Saving saves a status
    • URL links be clickable to verify
    • Starting year to be a drop down
    • Price range to a drop down
    • Hours break down by day (start/end or 24-hours)
    • META generation based on chosen social URL's)
    • Add reputation management information (pulled from address/url information)
    • Security items "less nerdy"
  • Blog
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Autopost / Share to
      • Facebook
      • Google My Business
      • LinkedIn
      • Twitter
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • Option for no save unless a tag is assigned
    • Make certain the page name is not already in use
  • Downloads
    • Set the category without having to go to the Application Settings (Advanced) module
    • Tie to multiple accounts rather than one
    • Tie to multiple groups rather than one
    • Tie to multiple users rather than one
    • Add tags for searching
    • Make downloads multilingual capable
    • Ability to parse the uploads (if PDF, Word, Excel, etc.) to be included within the search results
    • Password protect documents
    • Ability to edit the document without having to download
    • Limit the number of times a file can be downloaded
    • Limit the downloads to a specific IP address
    • Ability to attach documents within newsletters and emails leaving the CRM
    • Daily notification for admins knowing what documents were downloaded and from what IP addresses
    • Track the IP addresses the download came from
    • Statistics within the dashboard/download grid about the downloads
    • End Date (must be after the current date?)
    • Full-Text indexing (PDF, Word, Excel)
    • Keywords
    • Multi-language support
    • OCR - Optical Character Recognition
    • Password Protection
    • Online editing
    • Limit number of downloads to XX times
    • Bulk export
    • Email documents
    • Import from emails
    • Daily email notification
    • Statistics for the dashboard
    • "Private" which means internal only (could be another name)
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
  • File Manager
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
  • Food
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • Structured Meta Data
    • Unlimited menus and items
    • Menu sections
    • Add header and footer to each menu
    • Menu items with picture, description, sizes and prices
    • Responsive menu layout for mobile viewing
    • Variable menu depending on the week day and the hour
    • Drag and drop interface
    • Insert custom CSS
    • Facebook integration
    • Online ordering
      • See order history
      • Group ordering
      • Sandwich ordering
      • Pizza ordering
      • Burgers
    • Facebook online ordering
    • Print menu to PDF
    • Catering
    • Multiple locations
    • Coupons
    • SMS
    • Purchase gift certificates
    • Loyalty program custom cards
    • Holiday hours (be able to set ahead of the holiday) with setting the number of days to show before the holiday
    • Reports
    • QR code to send direct to menu/online ordering
    • Membership club
      • Email online specials
      • Promotional system
      • Birthday marketing
    • Social widgets
      • Send messages
      • Send updates
      • Send promotions to local customers
    • Delivery
      • Google maps integration for deliveries to clients
      • Minimum delivery amounts
      • Delivery distance
    • More nutritional information
    • Easily set hours
  • Funeral
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
  • Gallery
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • Watermark images
    • Password protect image
    • Password protect gallery
    • Light box
    • Resize on upload
      • Thumbnail
        • Width
        • Height
        • Crop thumbnail to height
      • Medium
        • Width
        • Height
      • Large
        • Width
        • Height
    • Ability to have a url parameter
      • Internal / External
        • Internal give a drop down for internal url's to prevent users from having oops moments
    • Group by Description
    • Images
      • Rotate left
      • Rotate right
      • Copy to another gallery
      • Move to another gallery
    • Tags
    • Optimize images
    • Images per page
    • Assign templates to groups
  • Graphing
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
  • Importer
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Import from Drupal
    • Import from Joomla
    • Import from WordPress
  • Job Postings
    • Allow for a digital signature to be added in lieu of a physical signature
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
  • KB Article
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • Approval process
  • Log Viewer
    • Trace IP Address to a specific user
    • Forward the log to a user
    • Resend an email log entry
    • Show country/city/state of IP address
    • Add user agent information
    • Print detail
  • Login
    • IP Address Banning
    • IP Address Range Banning
    • Two factor authentication
    • Force terms and conditions acceptance and record acceptance
      • Handle updates to re-force acceptance
    • Welcome messages
      • Happy birthday if it's a user's birthday
      • Happy anniversary if it's a user's anniversary
      • Happy anniversary if it's the company's anniversary
      • Happy anniversary if it's the company's "customer since" date
      • Show user specific downloads
    • If the login is from a new IP address from the old IP address show send an email to the user letting them know.
  • Logout
    • No new features currently
  • Mailing List
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
  • News & Events
    • Retire the separate Events module and combined into a centralized News & Events module
    • Retire the separate News module and combined into a centralized News & Events module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • Recurrence
      • Daily
      • Weekly
      • Monthly
      • Yearly
    • Calendar Views
      • Day
      • Week (5-Day M-F)
      • Week (7-Day)
      • Month
      • Quarter
      • Year
      • List
    • Location
      • Postal code lookup
      • Google Map tie
    • Color coding
    • Google calendar integration and sync
    • Multilingual
    • Attachments
    • Links
    • Videos
    • Themes
    • Download .iCal
    • .ics format
    • Newsletter integration
    • Registration
    • Event importing
    • Download to Outlook
    • Download to Google Calendar
    • Subscribe to update notifications
    • Hover to see the detail without clicking
    • Repeating events
    • Categories
      • Filter by category
    • Multilingual
    • SEO Optimized (JSON-LD)
    • Sharing
    • Structured Meta data
    • Assign times to event
    • Multiple days
    • Add icons on events
    • Password protected
    • Save to
      • PDF
      • Word
    • Easily embed on any page of CMS
    • Scheduling
    • Pay for an event
  • Newsletters
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
  • Page Content
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Base64 saving of images
    • More SEO capabilities
      • Readability level
      • Recommended changes for current SEO changes (AI driven)
      • Show Google preview
      • Show Bing preview
    • Multiple column templates
    • Password protect pages
    • Restore a previous version
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • SEO
      • Add features for SiteMap.xml
        • Priority
        • Change Frequency
    • Auto obfusicate email addresses
    • Preview
    • Meta preview
    • Content Analyzer
    • Analyze SEO
    • Check if exists on save
    • Preview in draft
    • Not visible until a certain date
    • Allow browser caching
    • Show log
    • Custom landing pages
    • Featured image for page
    • Schedule content
    • Create menu
    • Password protect pages
    • Force SSL
    • Show breadcrumbs
    • Content Versioning
      • Restore a previous version
      • Show version date, who did it, compare to current
      • Highlight the differences when comparing
      • Delete version history
    • Workflow
    • Themes to choose for layout
    • On save and published ping search engines
    • SEO
      • Set a focus keyword
      • Content Analysis
      • Global update for all pages
    • SEO Analysis
      • Number of words in page content
      • Title
      • Keyword
      • Pull listing from google
      • State if the keyword was found in
        • Article heading
        • Page Title
        • Page URL
        • Content
        • Meta Description
      • Highlight the fields for you
      • Description - 156 characters
        • Shorter if dates are in the text
      • Keywords in page content
      • Title in page content
    • Snippet Preview
      • Google
      • Bing
      • Yahoo!
    • Compress page content on save
    • On publish ping search engines
    • Better menu positioning
    • Better handling of Zurb/Bootstrap themes and images
    • YouTube support
    • Vimeo support
    • Base64
    • Tree view
    • Preview
    • Password protect pages
    • Save images to database
    • Save documents to database
  • Password Recovery
    • Email temporary password that expires after XX minutes (XX being system defined)
  • Payments
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
  • Polls
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • Polls
      • PollIdentifier
      • DescriptionShort
      • DescriptionLong
      • StartDate
      • EndDate
      • Active
      • EventPageUrl
      • WinnerUrl
      • DescriptionRules
      • DescriptionPrizes
      • AllowAnonymous
      • AllowMultipleEntries
      • AllowedMultipleEntries
      • AllowSeeingResultsBeforeEnd
      • AllowSeeingResultsAfter
      • ShowTop
      • AnswersBy
      • CreatedBy
      • CreatedDate
      • ModifiedBy
      • ModifiedDate
    • PollEntries
      • PollyEntryIdentifier
      • RegardingIdentifier
  • Portal
    • Allow users to choose a custom theme rather than the default
  • Products
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • nopCommerce
      • Head
        • CSS
      • Categories across
      • Header
      • Footer
      • Cart
      • Product Detail
      • Next / Previous options
    • Payment
      • One time
      • Multiple
      • Recurring ___ (Months, Weeks, Days, Years)
      • Email sequence
      • Tags on categories and products
    • Categories
      • Product count per category
      • Inline grid editing
      • Drag and drop display order
      • Import
      • Export
      • Include on homepage
    • Products
      • Import
      • Export
      • Inline grid editing
      • Drag and drop display order
      • Product reviews
      • Assign to multiple categories
      • Attributes (centrally managed as well)
      • Product specifications
      • Options (color, size, etc.)
      • Related products
      • Duplicate
      • Allow rating
      • Old/new price
      • Related products
      • Tags
      • Multiple categories
    • Recent reviews
    • Recently visited products
    • Attributes
    • Specifications
      • PayPal
      • BrainTree
      • Shipping
        • Instore pickup
        • USPS
    • Promotions
    • Volume discounts
    • Facebook app
    • Marketplaces
    • Paypal credit
    • Timezone
    • Multiple payment processors
    • Show where order is shipping from
    • Show where to pickup order (if picking up in store) (with directions)
    • Pricing
      • Setup fee of $349; covers
        • SSL
        • Domain Name
        • Email (up to 50 email addresses)
        • Custom made template to match the person’s branding/style
      • Monthly (or Annual Cost)
        • Paid Paid
        • Products Annually Monthly Up to 100 300 30 Up to 200 450 45 Unlimited 600 60
      • Sample
        • 1st year would be the setup + the annual/monthly charge
        • After the first year all that is needed is the annual/monthly charge
    • Features
      • Categories Unlimited
      • Products Up to desired limit Pictures 1 per product Social Sharing Yes PayPal Integration Yes Merchant Accounts Yes Shopping Cart Yes Customers Unlimited Sales Dashboard Yes
    • Product Features
      • SKU
      • Part Number
      • Picture
      • Title
      • Description
      • Active
      • Social Sharing
      • Qty
        • Total
        • Sold
          • If Sold = Total then states item is sold out
      • Tax Exempt (No sales tax)
      • Free Shipping
      • Show Date
      • Expire Date
      • Price
      • Shipping Price
      • Weight
      • Length
      • Width
      • Height
      • SEO
        • Keywords
        • Description
        • Title
    • Reports
    • Tax
    • Sales
    • Shipping Labels
    • Options
    • Show sold out items
    • Message to show when item is expired
    • When saving a YouTube video with &rel=0 at the end it changes it to &rel=0
  • Project Management
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
  • Real Estate
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • Listing comparison
    • Save search
    • Subscribe for updates
    • Printable flyers with listing data
    • Loan/mortgage calculator
    • Request a showing
    • Set as a featured listing
    • Tell-a-friend tool
    • Search
      • Filtering Parameters
        • Listing Type
          • For Sale
            • By Agent
            • By Owner
            • New Construction
            • Foreclosures
            • Coming Soon
          • Potential Listings
            • Foreclosed
            • Pre-Foreclosure
            • Make Me Move
          • For Rent
          • Recently Sold
          • Open Houses only
          • Pending & Under Contract
        • Lot size
          • Any
          • 2,000+ sqft
          • 3,000+ sqft
          • 4,000+ sqft
          • 5,000+ sqft
          • 7,500+ sqft
          • .25+ acre / 10,890+ sqft
          • .5+ acre / 21,780+ sqft
          • 1+ acre
          • 2+ acres
          • 5+ acres
          • 10+ acres
          • Custom size
        • Year Built
          • Min/Max
        • Home Owner Association Fees (HOA)
          • $100/month
          • $200/month
          • $300/month
          • $400/month
          • $500/month
        • Keywords (e.g. garage, pool, waterfront, etc.
        • Postal code
          • Radius
        • Show schools
          • Show only homes in this area
      • Save search parameters
        • To save any parameters all that is needed is to provide your email address
          • Your Saved Search is on Mobile and Tablet, too!
          • Access your Zillow Saved Search through your computer, mobile or tablet.
          • Search is synced to your mobile and tablet accounts
          • Get instant notifications of new listings
          • View new listings from anywhere
          • Get Zillow Mobile apps
    • Side-by-side map/listing view
    • Hover Detail
      • Hover over a detail or property and shows an info box window
      • Click for full details
    • Listing Detail
      • "House for Sale", "Commercial" to show what is being sold
      • Price
      • Beds
      • Baths
      • Square Feet
      • Brokerage
      • Click for full details
      • Ability to favoriite
      • Great Schools information/statistics
      • Community information/statistics
    • Detail
    • Url structure: https://www.zillow.com/homedetails/812-N-400-E-Valparaiso-IN-46383/81526599_zpid/?fullpage=true
    • Alternate view: https://www.coldwellbankerhomes.com/in/valparaiso/812-n-400-e/pid_27177435/?utm_campaign=OLDP-Zillow&utm_source=zillow&utm_medium=oldp&utm_content=listing
    • Market "hot score" - Based on three metrics—sale-to-list price ratio, the prevalence of price cuts on home listings, and time-on-market—the market temperature provides information on the current balance of bargaining power between buyers and sellers in this city relative to other cities in the same metropolitan area. A particular city may be identified as a good market for buyers in a metro market favorable to sellers overall. Learn more
    • Favorite location
    • Estimated mortgage
    • Show price cuts/increases
    • Show listed by
      • With logo
    • Real estate icons
      • Property logo
        • Home:
        • Commercial:
        • Land:
        • Condo:
        • Farm:
      • Cooling:
      • Days on site:
      • Calendar:
      • Parking:
      • Sqft:
      • Heating:
      • Lot:
      • Beds:
      • Baths:
      • Favorite
        • Heart:
        • Circle Heart:
        • Home Heart:
    • General Details
      • INTERIOR FEATURES
        • Bedrooms
          • Beds: 3
        • Bathrooms
          • Baths: 2 full, 1 three-quarter
        • Heating and Cooling
          • Heating: Forced air
          • Heating: Gas
          • Cooling: Central
          • Central Air: Yes
        • Basement
          • Partial basement
        • Appliances
          • Appliances included: Dishwasher, Dryer, Microwave, Range / Oven, Refrigerator, Washer
          • Appliances: Range Hood, Exhaust (Kitchen), Water Softner-Rented
        • Flooring
          • Floor size: 1,818 sqft
        • Other Interior Features
          • Room count: 11
          • Interior Features: Main Floor Bathroom, Main Bedroom Bath, Main Floor Bedroom, Cedar Closet
        • SPACES AND AMENITIES
          • Size
          • Unit count: 0
      • CONSTRUCTION
        • Type and Style
          • Structure type: Bungalow
          • Single Family
        • Materials
          • Roof type: Asphalt
        • Dates
          • Last remodel year: 1957
          • Built in 1957
        • Other Construction Features
          • Stories: 1
      • EXTERIOR FEATURES
        • Patio
          • Deck
        • Lot
          • Lot: 3.08 acres
        • Other Exterior Features
          • Parcel #: 640722300018000005
        • Exterior Features: Barn
      • PARKING
        • Parking: Attached Garage, 4 spaces, 1238 sqft garage
          • Garage Description: Other
      • UTILITIES
        • Well: Yes
        • Septic: Yes
        • Green Energy
          • Good solar potential
          • Sun Number™: 60.24
      • SOURCES
        • MLS #: 442892
          • Coldwell Banker Residential Brokera...
          • Logo
      • OTHER
        • Price/sqft: $117
        • Status: Active
        • Transaction Type: Sale
      • ACTIVITY ON ZILLOW
        • Days on Zillow: 70
        • Views in the past 30 days: 1,219
        • 31 shoppers saved this home
        • County website
        • See Data Sources
    • ZESTIMATE
      • ZESTIMATE RANGE
        • $169,000 - $279,000
      • LAST 30 DAY CHANGE
        • -$11,628 (-5.0%)
      • ONE YEAR FORECAST
        • $225,528 (+2.8%)
    • PRICE/TAX HISTORY
      • Price
        • Date
        • Event (Price Change, Listed for sale, etc)
        • Price
        • Change % (+/-)
        • $/SQFT
        • Source
      • Tax
        • Year
        • Property Taxes
        • Change
        • Tax Assessment
        • Change % (+/-)
    • MORTGAGE
      • Home price
      • Down payment ($ or %)
      • Loan program
      • Interest rate
        • See current rates
      • Include PMI (Checkbox)
      • Include taxes/insurance (Checkbox)
      • Home insurance
      • HOA Fees
      • Returns
        • P&I
        • Taxes
        • Insurance
        • SMEs
        • Flower
      • Option to get pre-qualified
    • HOME EXPENSES
    • NEIGHBORHOOD: 46383
      • Median Zestimate
        • Up/Down trend
      • Market Temp
        • Has a gauge
      • Picture of parcel with outline
      • Show nearby homes for sale
      • Show nearby schools
    • List of available agents at the bottom
    • List of lenders about financing
    • Details of who provided the listing at the problem
    • Quick option at the bottom to search for listings within a specific area around the location being looked at
    • RIGHT SIDE CONTACT INFORMATION
      • Contact Agent
        • Your Name
        • Phone
        • Email Address
        • Comments (pre-filled out)
        • Contact Agent
        • Checkbox that you want financing information (checked by default [or not] - control by agent)
        • List additional agents
        • Learn more (e.g. because a paid agent)
    • Owner/Realtor view
      • Top listings in the area
      • Traffic
        • Views
        • Saves
      • Value
      • Local news feed
      • Sales proceeds calculator
    • Buy
      • Search
        • Homes for sale
        • Foreclosures
        • For sale by owner
        • Open houses
        • New construction
        • Coming soon
        • Recent home sales
        • All homes
      • Resources
        • Buyers guide
        • Foreclosure center
        • Real estate app
        • Find a buyer's agent
        • Valparaiso school (change based on location)
    • Rent
      • Search
        • Rental Buildings
        • Apartments for rent
        • Houses for rent
        • All Rental listings
        • All rental buildings
      • I'm a rental manager
        • My listings
        • List a rental (it's free)
        • Received applications
        • Rent payments
        • Resource center
      • I'm a rent
        • My application status
        • My rent payments
        • Rent affordability calculator
        • Renters Guide
    • Sell
      • Selling tools
        • See your home's Zestimate
        • Valparaiso home values
        • Find a seller's agent
        • Add a Home Inspection
        • Sellers Guide
      • Post a home for sale
        • For sale by agent
        • For sale by owner
        • Coming soon
        • Make me move
    • Mortgages
      • Shop mortgages
        • Mortgage lenders
        • HELOC lenders
        • Mortgage rates
        • Refinance rates
        • All mortgage rates
      • Calculators
        • Mortgage calculator
        • Refinance calculator
        • Affordability calculator
        • Amortization calculator
        • Debt-to-income calculator
      • Resources
        • Lender reviews
        • Mortgage learning center
        • Mortgages app
        • Lender resource center
    • Agent finder
      • Looking for pros?
        • Real estate agents
        • Property managers
        • Home inspectors
        • Other pros
        • Home improvement pros
        • Home builders
        • Real estate photographers
      • I'm a pro
        • Agent advertising
        • Agent resource center
        • Create a free agent account
        • Real estate marketing guide
        • Agent email scripts
        • Listing flyer templates
    • More
      • Zillow porchlight
      • Zillow engineering blog
      • Zillow research
    • My Account
      • My saved search
      • Claim my home
      • View all
      • Profile
      • Renter profile
      • Subscriptions
    • CRM
      • Contacts
        • Buyer/Seller
        • Phone
        • Email
        • Source (Zillow, Trulia, other)
        • Notes
        • Insights
          • Pre-approved
          • Has lender
          • Has no agent
          • Moving in 1-3 months
      • Settings
      • Reporting
      • Teams
    • Paid options
      • Being an agent
      • Boost a listing
    • Miscellaneous
      • Integrated MLS
      • Free designs
      • Customizable
      • SEO Optimized
      • Mobile friendly
      • Quick setup
  • Redirector
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
  • Register
    • Pay on registration
    • Validate email to become active
    • Send welcome email
    • If using account codes the account code must exist
    • If using account codes the account code must be active
    • Explain password complexity not enough
  • Scholarships
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
  • Site Search
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
  • Search & Replace
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
  • Silent Auction
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
  • System Alerts
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • Allow to be shown on specific page(s)
    • Exclude on specific page(s)
    • Allow setting the page the alert is shown on (all [default] or specific)
    • Allow setting to more than just one page
    • Allow remembering if the user has seen (e.g. cookies) and turning off future alerts of the alert
    • Show/hide fields based on what is available - use the new fields in appsettings to control this???
  • Tasks
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • Show number of notes in the "Work Notes History" title
    • Include work notes in the email
    • Record any changes in work notes (private)
    • Links for all files included
    • Custom email address with auto-add/update
    • Workflow
    • Labels (Tags) so that we can categorize across accounts
    • SLA - Maybe on the Account rather than the ticket
    • Merge tickets
    • Bulk editing ability
    • Keyboard shortcuts
    • Link to an existing Task
    • Set default task category for accounts or users
    • Assign a different email notification
      • Select email from primary from account
    • Select primary/secondary based on account chosen
    • Duration
    • Team (Groups) rather than a single user
    • Email reminder
    • Recurrence
    • Repeat type - daily, weekly, monthly, yearly
      • End after
      • Interval
      • Repeat until
      • Days of week
    • Outlook integration
    • iCal
    • Show on a calendar
    • Email tickets into a central mailbox
    • Saved replies
    • Conversation feed filtering
    • Forwarding
    • CC and BCC fields
    • Private notes
    • Ticket history
    • Mailchimp integration
    • Embed tools
    • Groups
      • Administrator
      • Manager
      • Agent
    • Department
      • Sales
      • Support
      • Billing
      • Customer Service
      • Human Resources
    • Ability to set the format for the auto-number
    • Phone system integration
    • Pin a ticket
    • Associate to another task
    • Reporting
      • Employee
      • Open tickets
      • Closed tickets
      • Waiting tickets
      • Total tickets
    • Tie to SLA and flag if past or coming close to account SLA
    • Receive email and auto-respond
  • Testimonials
    • Ability to assign a unique number to testimonials
    • Show a link to Google testimonial url
    • Show a link to Facebook testimonial url
    • Send an email to one or more individuals you would like to receive a testimonial from.
      • Auto-send to those that purchase a product/service
      • Customize the email that is sent
      • Follow-up after XX days for a first follow-up email with custom email template
      • Follow-up after XX days for a second follow-up email with custom email template
      • Follow-up after XX days for a third follow-up email with custom email template
    • Automatially pull in testimonials from Google
    • Automatially pull in testimonials from Facebook
    • Automatially pull in testimonials from Yelp
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
  • Texting
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
  • User Maintenance
    • Allow having multiple addresses
    • Allow for a user to be in multiple groups
    • Tie in Products purchased to have automatic access to specific groups
    • Security
      • Automatically lock out an account after xx days of no login
      • Show password strength as the password is reset
      • Allow temporary password to only be used once and require the user to change the password with no access until complete
      • Add SMS two-factor authentication
      • Restrict login to a specific set of IP address(es)
      • Restrict login to a specific set of IP countries
    • Ability to delete the user profile image back to the default image
    • Reports
      • Allow showing a map of all users
      • Summary report (Active, Inactive, Last Login, etc.)
      • User list (name, email, active, last login, etc.)
      • User report with log detail
    • Accept license agreement (allow for changing and logging of different license agreements
    • Allow for multiple license agreements based on what hte user has access to
    • Allow users to select their own color scheme for the portal
    • Bulk force all users to reset their password
    • Send email to user upon account creation
    • Allow multiple groups rather than just one
    • Allow multiple accounts rather than just one
    • Allow importing of users
    • Allow exporting of users
    • GDPR
      • Reporting
      • Right to be forgotten
    • Welcome messages
      • Happy birthday if it's a user's birthday
      • Happy anniversary if it's a user's anniversary
      • Happy anniversary if it's the company's anniversary
      • Happy anniversary if it's the company's "customer since" date
    • Tie in Time Clock Module
    • Tie in Human Resources Module
    • Tie in User Specific downloads/documents
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • Save vCard
    • Merge users
    • Grid
      • If users haven't logged in 90 days color so it stands out
    • Bulk reset ALL passwords
    • Bulk delete ALL users
    • Bulk INACTIVATE ALL users
    • Show password strength
    • Show password strength when typing (password or temporary password)
    • Show log
    • If temporary password filled in email user
    • Add picture
    • Delete image (go back to default of none)
    • Ban management
    • Two factor authentication
    • Permissions
    • Groups
    • Security questions with custom answers
    • Registration/License agreement
    • Temp password
      • If temp password is used and logged in then require a password change
      • Invalidate the temp password after XX hours
    • Color scheme
    • Nick name
    • Display name
    • Password complexity
      • Tie with change password
      • Tie in with password recover
        • Make password recovery be either the current password or one randomly generated
      • Tie with register
    • Multiple groups
    • Password change reminder

Accounts and Leads

 MODIFIED Date: 11/9/2018 |  User Level: Regular User |  Views: 723

Summary


This module allows you to add accounts to your website. The uses of  accounts are many and varied. On a fundamental level they are used to  describe and set privileges for a group of of people. I’ll cover everything about the accounts module in further detail  as outlined below:

  • Adding a new account

    • General Information

    • Account Information

    • Holidays

    • Account Tasks

    • Account Billing

    • Account Notes

    • Account Users

    • Logs

    • Account Logo

    • Account Documents

    • Custom Settings

    • Add New Account

    • Return to Accounts

  • Tools

  • Search and Sort


Adding A New Account

To start off you have to  click on this button:. Once the page is loaded then you should see  something like this:


General Information

Before all of the  tabs there’s a series of  fields. Let’s go over those.

  • Account Code - The  account code simplifies account  access. If you type in the account  code it automatically associates it  with the right file.

  • Account Name -  The account name is the  unabbreviated version of the account code.  

  • Primary Url - The  account Url is the URL that  your website promotes the most.  Most sites have some alternative URLs  for convenience. The URL that you have in your  marketing or that you list online on your Facebook would be the primary URL. Alternatively if you know that  one particular version of your URL has significantly more traffic then you could set that as your primary URL too.

  • Owner - The  owner could be an  account or another  group. It refers to the  company that the account is under.

  • Support Team - The support  team usually consists of JM2 employee names. We would typically  be helping you out on these account. Later on I’ll discuss the Account  Tasks which can be added to a list that the Support team will see and them promptly help you with.

  • Lead / Lead Gauge - The Lead or Lead Gauge drop down box is used to determine if the  account is a lead. An account could be a lead. A lead is a business that is likely to want to buy your product. Knowing what is a lead and what is an account is useful for people that do sales. When you view a sales person is looking through the list  on the main account page they probably want to know who has already bought their product. Otherwise their wasting time. Then once the salesperson talks with the lead they can gauge how likely they are to buy the product. These are just examples though. It  can be used in many ways.

  • Active - If this  checkbox isn’t checked then the  account won’t work. This could essentially  be thought of as a draft button. Where when it is checked it is  published and when it is unchecked it’s in draft.

  • Is Lead - This  determines whether the information in the Lead Gauge  dropdown list will be processed.

  • Is Parent - Parent  refers to something called  Parent Child relationships. This relationship is such that  all that the parent has so does the child. There can be a child of a child as well. What  in this case are the children inheriting from the parents?

  • Not for Profit - This box can be checked if your  business is not for profit.

  • Portal Access - This allows one to simultaneously deny access to the  portal. The portal is how an individual goes from the site that all users  see to the content management system (CMS) that allow you to change content or view information not available on the public site.

  • Tax Exempt / Tax Exempt code - If you are  tax exempt then you will check this box. There’s also a  field that appears near this checkbox that is unnamed. This is where you enter  your tax exempt code.

Account Information

  • Parent Account - If there is an account that is a parent to the account being edited then one would select that  here.

  • Account Type -  This simply categorizes the  account by what purpose it has.

  • Customer Since - This is the  date that a lead became a customer.

  • Business Start Date -  When did the business start?

  • Lead Source - Who told you about the lead?

  • Service Level Agreement - This is a  check box that determines if there is a service level  agreement or not.

  • Additional Notes - This is used to  describe the account.

Account Address Information

The  fields in this  tab are pretty intuitive as far  as what they mean and how one should  fill them out. There’s just a few that may confuse you. Let’s  go over those.

  • Account Number -  This refers to a code that’s used at login in order to see that account’s information.

  • Marketing Do Not (Email)/(Mail) - These check boxes  determine whether things should or shouldn’t be mailed or  emailed to the account in question.


Holidays

This tab allows you to set  what holidays that the account celebrates. You could make a  custom holiday just for your company. To start you just have to  click on this button:. You’ll then see something like this:



The “Add New Account Holiday” button takes you to the  same form so you can make another holiday for the same account. The “Return To Account” button takes you back to  the account that you’re making the holiday for. The “Return to Accounts” button takes you to the homepage of the Accounts modules where all currently  created accounts are listed.


Account Tasks


This allows you to add a new task to the account.  These tasks are to be completed by this account. When you  click on the add new account you should see something like this:


 

This  whole form is  very similar to the tasks module.  Here’s a link here to the KB article about it if you want to know  more information.


Account Billing

Let’s start  by clicking on this button:.Account  billing allows you to  describe how something is to be  billed. Most of the fields to fill in  are self explanatory. Let’s go over the  ones that aren’t.

  • Category - This basically just describes very generally the service that’s being billed.

  • Active - This determines if the billing is currently taking place.

  • Is Protected - This  give encryption to the  billing information in the database.


Account Notes

The  account  notes allow you to  document all types of things. If it is a simple  note about a meeting. You can just fill out the first 3 fields.  If you are taking notes on an estimate on how much something will cost then  you can use the first 4 fields. Like I said there are many ways that one can use this.


Account Users


From here you can add new  users to an account. To add an existing user  simply go to the users module and edit the specific users account  account value. For more detail on how to do this go to the Users KB article here.


Logs


The  purpose of logs is to keep track of all actions of  the users in a particular group. You can view each action that  occurs within the JM2 system about the specified account from here.

Account Logo


This is an image meant to represent your group. To  select an image click on the select button. A file selection box will show up and you must navigate and select the  image that you think is most fitting for the account.


Account Documents

This allows you to  make many users have  access to the same documents. Say you have a group of EMTs and they need to have access to  a certain form. You could make the EMT group have access to the form by default. Being able to allow groups of people to have access the the  same file is far more efficient than doing it for each user. With accounts you don’t have to do things individually!


Tools


The tools button allows you to  filter the account listing by a few  criteria:

  • Active

    • Show Actives  - This will filter the  results to only those that are active.

    • Show Inactives -  This will do the opposite.

    • Show All - This will  show the accounts regardless if they are Active or Inactive.

  • Show Only My Accounts - This will  only show accounts that you are the owner of.

  • Show Leads - This will only  show the accounts that are marked as a lead. This  includes any of the gauge states as well.

  • Geocode Addresses - This will allow you to see the  accounts that have Geo Codes

  • Export to  Excel - This  exports the current list of accounts into an excel  spreadsheet.

 

  Note: You may have noticed that the  Leads module is very similar to the Accounts module. The only difference  really is that by default the Leads  module has the show leads tool checked. 

 

Search and Sort

When you  click on the Accounts or Leads  module or go back to the  Accounts or Leads list from creating a  new Account or Lead you should see something like this:



The use of these types of searches are covered extensively in the Search and Sort KB article here.



 

App Settings (App Setup)

 MODIFIED Date: 4/15/2019 |  User Level: Regular User |  Views: 568

Description

Application Settings module is the light version of the advanced module. This covers the most used settings and avoids the complexity options the advanced module covers.

Requirements

  • You will need to have access to the Application Settings (App Setup) module

Notes

  • None of the fields are set to required.

Sample Screenshot

Application Settings

Editing Application Settings

  • Click on Application Settings
  • Click on the appropriate category you want to work on. Currently the following categories are available:
    • General Information
      • General Information
      • Accounts
      • Addresses
      • Real Estate
      • Search
  • Click Save Application Settings to save your changes.

Application Settings (Advanced), Basics

 MODIFIED Date: 4/15/2019 |  User Level: Regular User |  Views: 618

Description

In this KB article I’ll  be covering the Advanced Application Settings (AAS) module. Whether you are a  developer that wants to change the  look of the  entire site or you just want to  update the header links with a new  page that you added this module helps with that. Apart from further customization of your website AAS allows you to create At Code. I’ll cover  all the basics of the AAS module in further detail  as outlined below:

Requirements

  • You will need to have access to the Application Settings (Advanced) module

Notes

  • The following fields are required for an application setting.
    • Category
    • Field Name
    • Field Value

Sample Screenshot

Application Settings Advanced

Adding/Editing Application Settings (Advanced)

  1. Click on Application Settings (Advanced)
  2. Click on Add New to add a new application setting or click on the Edit icon (pencil) to edit an existing application setting.
  3. Application Setting Information
    1. General Settings
      1. Category - This is the grouping (category) the item is assigned to
        1. Note 1: Spaces may be put in here but when it is saved all of the spaces are removed.
        2. Note 2: The information should be entered in "Camel" casing. Camel casing is where the first letter is UPPERCASE and the rest is lower case. An example of this would be Great New Setting. This would save as GreatNewSetting and displayed in the system as "Great New Setting" where there is a space before each character.
      2. FieldName - This is the unique name for the given field. The field name is also the value that is visually displayed to the user.
      3. Language - Every setting in the system can be set to alternate languages. By default, only English is available but that can be changed for multiple languages.
      4. Display Order - When working with information and especially information that has the same Category and Field Name the Display Order comes into play where you can set the values to show above/below other items.
        1. The default display order is 100 which can be changed.
        2. We always recommend separting items by 10 (e.g. 100, 110, 120, 130, etc.).
        3. If an item has the same value (e.g. 100) then when displayed the second sorting value is the field name.
      5. Field Value - This is the unique value that isn't seen but used by the system. In many cases this is an email address an item might be sent to, a default value, etc.
      6. Active - If you don't want an application setting to be used then you can uncheck this box. If an item is not active it will not be able to be used by the system and is only displayed within Appliation Settings.
      7. Is Protected - If this box is checked the item is stored in an encrypted format when at rest in the database. This is often checked for anything that might be sensitive information.
      8. Has HTML - When checked the system will display an HTML Editor rather than the standard text editor for the Field Value.
  4. Additional Settings
    1. Description 1 - 5 - The description 1 - 5 are used primarily as description fields that parts of the program can call and pull. In many ways these are used as ways of providing additional content for the program and/or display to users of the system.

After you have a basic understanding of these things you should be ready to learn a bit more about how to use At code. Go to this article if you'd like to learn more.

Blog

 MODIFIED Date: 11/9/2018 |  User Level: Regular User |  Views: 835

Summary


The blog module is basically a page content  module that’s streamlined for blog posts. Where it diverges is its ability to define the author, post videos, show the post date, and use hashtags. I’ll cover everything in further detail  as outlined below:

  • Making a New Post

    • Getting Started

    • General Information

    • Page Content

    • Blog Comments

    • Blog Log

    • Previewing Your Blog Post

  • Searching for a Blog Post to Edit

    • How to Use the  Search System

    • The Edit Button


Making a New Post


Getting Started


To get started click on the  “Add New” button right beneath  and to the left of the title “Blog Posts”. There you’ll see something like that which is  depicted below this paragraph. As you can see there’s a “Return to Blog Posts” button which as you may have  guessed takes you back to your list of blog posts. There’s also an “Add a New Blog Post” as well. This is useful if you’re  writing many blogs consecutively. No need to think about that now though. For now let’s just fill out the Title field with what you’d like to  make the title of the blog post. Next we have the status. There are two options that you have. The first option is “Draft” which is also the default. It  will only let it be seen by those that are working with it in the module. The other option is “Published”. This makes the page viewable by anyone.

General Information

In  “General Information” there’s a lot of  fields that make your blog more bloggy.


Page Name -  This refers to the URL that you want the  page to have. Like this :

https://www.Domain.Extension/Blog/Details/PageName

Allow Comments () -  This checkbox  determines whether  comments will be allowed on this specific blog post or not.

Post Date - This  simply allows you to  change the date that the  blog post was posted.

Author - Define who wrote the  article here.

Video Type / Video URL -  Here you have the choice of two video services:  vimeo or youtube. You then simply find a video that you want to post copy the URL and paste that into the “Video URL” field.


General Image - General Image allows you to  set a photo that will represent the article. This is best explain through a screenshot. The image  shown on top are the “General Image”s. This image will also show at the top of the blog post.

 

     


Page Content


Page content consists of three fields:   “Content (Short)” field , “Content” field, and “Tags”. Let’s  go over how to use them.

 

 

Content (Short) -  This is part of the meta tags for your post. If you write a description of this  post that reflects its contents it will help your SEO standing.


Content  - This is simply where you add the actual content to your post. In a previous KB article I covered how to work with a similar interface. If you read the part on how to work with the Page Content interface you should be perfectly apt to work with the blog “Content”.


Tags - Inputting the tags is a little bit finicky. So let’s go over some steps:

  • Type in a your tag  

  • Click anywhere (that isn’t a link/button) outside of the tag field

  • Your tag should appear now in a blue box.

  • Repeat this process for all tags that you’d like to add  


Blog Comments

“Blog Comments” is a full system in which you can view and edit the comments of your  blog post. In this section we’ll go over what I’ve mentioned previously but first we’ll look at how a user comments on the blog.

Commenting

 

 

Viewing Comments -  Here you can see that  we have a many fields on top from which we can search from. A similar  search system can be found in the Page Content KB article. If you’d like to learn about how to use this search system please  refer to that article. Here’s a link to that article:.

Managing Comments


Blog Log

The “Blog Log” is something that allows you to view a lot of  information about changes made to your Blog Post. You can also  search through the changes using the search fields on top.

Searching - Searching is done in the same way that was shown in the Page Content KB article. Read about it here if you need a refresher.

Edit - This allows you to view the changes made over time. Click on a magnifying glass to see the changes that were made at that time.

Category - This tells you what type of  change was made

Payload - This is the  actual content that was added in the change.

IP Address - Knowing the IP address can be important  if you are worried about security. If you see a foreign IP you know something went wrong. Good thing our system blocks those IPs… All local IPs are not blocked so if you see an IP that isn’t your business or home network of you or one of your workers then you’ll know you have a breach.

Create Date - This simply logs the  time at which the changes were made.


Previewing Your Blog Post


After you click “Save Blog Post” you will see this green box appear at the top of the page. Click it if you want to view your blog.

 

 

Search and Sort

When you  click on the Blogs  module or go back to the blogs list from creating a  new Blog you should see something like this:



The use of these types of searches are covered extensively in the Search and Sort KB article here.



 


Change Password

 MODIFIED Date: 7/28/2018 |  User Level: Regular User |  Views: 1,107
Change password Menu

Change password

To change your password, you need to first log into the system. Once logged in you have three choices that allow you to change your password as a regular user and an additional if you have access to the Users Module. Most users do not have access to the Users Module.

We will be covering the fastest and most common way to change your password. In the top right of every page you will see your login name. When you hover over this the second option is Change Password. Hover over your name and then click on Change Password.

Change password

Here you will enter your current password and then your new password (Twice). Any specific rules related to your password that need to be adhered to will be listed here. This can be the length, recommendations for good passwords, etc.

Dashboard

 MODIFIED Date: 11/16/2018 |  User Level: Regular User |  Views: 605

Summary


In this KB article I’ll be covering the Dashboard module. This module gives you access to all your favorite modules all in one convenient spot.  However there are other things within the dashboard that make it unique. One of those is the Statistics grid which I’ll cover in this KB article. I’ll cover everything about this module in further detail as outlined below:


  • Quick Tasks

  • Available Downloads

  • My Account Tasks

  • Blog Posts

  • System Logs

  • Account List

  • Account Industries

  • Account Leads

  • Lead Industries

  • Page Content


Quick Tasks


Quick tasks is  something that’s  present in the tasks module itself which is covered in depth in the tasks KB Article. Quick tasks allows you to  quickly add tasks for individuals, groups, or organizations. If you’d like to learn more just click the link!


Link to Tasks KB Article



Available Downloads


This simply shows the  downloads that are available to  you. One can set specific groups to  have access to the particular download. This  helps keep the user experience simple and clean.  If you want to learn more about this module just click below!


Link to Downloads KB Article



My Account Tasks


This section shows tasks that are  assigned to you. This is meant to improve workflow by  showing them in the Dashboard. You can click on the edit  button to view more details about the task. You can also click on add new task to, go figure, add a new task for yourself. If you’d  like to learn more about this module then you can click the link below.


Link to Accounts KB Article



Statistics


This  section gives you some really  useful information about your website at a  glance. As you can see you get statistics on the  Accounts and Blog modules. That’s not all though. You also get statistics on  the Downloads, Knowledgebase, Leads, Page Content, Tasks, Testimonials, Users, as well as  other statistics based on your website traffic.



Blog Posts


The  Blog post section  allows you to view essential  information about your blogs. For  example it shows how many views that the article  has garnered. Apart from that you can both edit specific  articles from here by clicking the pencil button or add a  new article by clicking on the add new button.


Link to Blogs KB Article



System Logs


System logs is used to  monitor what’s happening  within your system. It’s good  for debugging issues that you  may have or verifying that a particular thing has been done.


Link to Logs KB Article


 


Account Industries


Accounts are  meant to list all the  businesses that you are helping. If you have  a fair amount you can get some interesting statistics here on the account industries that you serve.


Link to Downloads KB Article



Account Leads


In Sales? This section shows you your current leads. You’re able to  view them in greater detail by pressing the pencil button or even add a  lead by clicking the “Add New” button. If you’d like more information about this click the link below.


Link to Accounts KB Article



Lead Industries


This pulls the industry information from the  leads and displays information exactly like the  account industries but with less time


Link to Downloads KB Article



Page Content


The page content  section shows you all the  pages that you have on your website. It also allows you to edit these pages by clicking the  edit button. If you’d like to add a new page then you can click the add new button.


Link to Downloads KB Article



 

Search and Sort


When you  click on the Importer  module you should see something like this:

The use of these  types of searches are covered extensively in the Page Content KB article here.

Downloads

 MODIFIED Date: 11/9/2018 |  User Level: Regular User |  Views: 658

Description

The Downloads module allows you to add additional functionality for downloads. Downloads can have start/end dates, track how often opened, and be assigned to specific accounts/groups/users within the system that are logged in.

Requirements

  • You will need to have access to the Downloads module

Notes

  • The short description and a file is all that is required.

Sample Screenshot

Downloads

Adding/Editing Downloads

  • Click on Downloads
  • Click on Add New or the pencil icon to edit an existing item
  • Account - If a file is meant for a specific account, user, or group of users fill in this information
  • Category - The category allows you to display the files within specific groups
  • Description Short - This will be the name of the file you want others to know what the file is
  • Download Date - This is the date you want the people visiting your website to see as the file date
  • Start Date - This is the starting date the file is available to download
  • End Date - This is the last date the file is available to be downloaded
  • Active - Whether the file is available to be downloaded or not. Even if the date is between the start and end if this is not active the file will not be available to be downloaded
  • External Url - Sometimes you may need to have a file available that is not within your site but on another site. This allows you to link to a document on another site
  • Attach Document - This is where you will upload one, or more, documents
  • Description Long - This is a long description explaining what the document is about
  • Document Url (Shareable) - When editing a single document this is a link you can share with others (e.g. in email, as a link on your website, etc.)
  • Document Url - This is a created link to open the document that you can copy/paste into any webpage.
  • Download Views - Thi is how many times your document was downloaded.
  • Click Save Download Information to save your changes.

File Manager

 MODIFIED Date: 10/15/2018 |  User Level: Regular User |  Views: 831

Description

The File Manager module allows you to upload and manipulate files within the system.

Requirements

  • You will need to have access to the File Manager module

Notes

  • There are on requirements in this module.
  • Only the directories that should be touched are available to be modified.

Sample Screenshot

File Manager

File Manager

  • Click on File Manager
  • Choose the folder in the left pane that you want to work in
  • Capabilities you can document
    • Open
    • Delete
    • Upload
    • Download
    • Rename
    • Create Folder

Food Items

 MODIFIED Date: 11/12/2018 |  User Level: Regular User |  Views: 535

Summary


Food Items is used to create food menus for your restaurant. There are  many features that allow this tool to be adaptable to all types of menu types. The contents of this KB article are as outlined below:

  • Food Groups

    • Required Information

    • Custom Header and Footer.

  • Food Items

  • Search and Sort


Food Groups

 

  To begin let’s talk briefly about Food Groups. A Food Group in this  case is not necessarily the food groups of the food pyramid that you may be  familiar with. Instead you are able to categorize your food items by whatever name you want. Say that you have many types of sandwiches. At that point it would make sense to  make a Food Group of sandwiches.


In this CMS you must first create Food Group before you create a Food Item of that  Food Group. Hence why I’m writing about Food Group first. Let’s continue by filling out the  required information.


Required Information


  • Group Name - It’s here where you’d write something like sandwiches or desserts.

  • Description - This just describes what the group consists of.

  • Description (Long) -  If any additional detail is needed on this  category then that goes here.

  • Language - This just  represents the language of input.

  • Display Order - The  display order defines the order that  the item will be displayed in the output. By default  it’s alphabetical (this is only local to each Food Group).

  • Active -  This determines if the food group is shown or not.


Custom Header and Footer

  • Header / footer -  This can be used to  add additional information or  styling to the specified food group being edited/created.


Food Items


Required Information


  • Group Name - This  correlates to the group name(s) that you set earlier. If you want to  create a type of sandwich then you’d choose the sandwich group name.

  • Language  - Again this is the  language in which you’re writing your menu.

  • Description -  This should appear  below the Food Item that you’re  creating.

  • Menu Price(1,2,3)  - There can be multiple prices for a specific food item. For example you may have different sizes of salads or drinks and therefore you’d need multiple prices.  

  • Display Order - This  changes the displayed order of the food items within the Food Group.

  • Description (Long) - This shows underneath the description of the Food Item.

  • Image - If you wanted an  image of the Food Item to show then you’d attach that here.


Menu Information

  • Active -  This determines if the  calorie information for this food item will  show.

  • Calories - Input the calories of the  Food Item here.




Menu Options


  • Various options (shown below) - These options just  allow you to specify any additional information about the  food item.  



Menu Allergy Information


  • Allergen - If this Food Item is an allergen then you check this checkbox.

  • Allergy Information -  You can specify the allergen information here if it is an allergen.

Search and Sort

When you  click on the Food Items module or  go back to the Food Items list from creating a  new Food Item or Food Group you should see something like this:



The use of these  types of searches are covered extensively in the Search and Sort KB article here.

Galleries

 MODIFIED Date: 11/9/2018 |  User Level: Regular User |  Views: 568

 

Summary


In this  KB article you’ll learn about the the Galleries  module of the JM2 CMS. This module allows the user to easily  create, manage, and customize their galleries in some interesting ways. I’ll cover everything about the Galleries module in further detail  as outlined below:

  • Adding a new Gallery

    • Gallery Image Information

    • Extra Information

  • Search and Sort


Adding A New Gallery

To begin  you must click on this button . Once the  page is loaded it should look something like this:



Let’s start  by saying a few things about the Gallery module. By default  the images should show up in the gallery page of your website. So when you add  a gallery item you’re adding it to that default page. There are a few fields that are  worth going over. Let’s do that now…


  • Gallery Image Information

    • Category - The  category only describes the set of  images in the gallery.

    • Add New Category - You can  make a new category by typing in this field. As long as you type something in the  New Category field the category will be created.

    • Description -  This is simply a  description of your  gallery.

    • Group Name - This  describes how you can categorize your image. This is useful when your are  trying to find lots of similar images. Let’s pretend you have a lot of cat photos the description may be the  name of the cat but the group name would be “cats”. This makes it much easier to see lots of cat photos in this  case. Otherwise you would have to type the name of the cat that you want to see every time.

    • Description -  This describes what the gallery is for.

    • Alternate view - Alternate view  changes the position of the text. The text  comes in to play in the extra information tab which I’ll cover in a little  bit.

    • Active - This determines if the gallery is  going to be visible on the website.

    • Image - This is where you select your image for the gallery.

  • Extra Information - In this tab you have  5 description boxes. The way that this looks on each  gallery depends upon the way the gallery is defined by when you tell our team what to do with that information.    

Search and Sort

When you  click on the Galleries  module or go back to the  Galleries  list from creating a  new account you should see something like this:



The use of these types of searches are covered extensively in the Search and Sort KB article here.



How to add a contact to the contact form dropdown

 MODIFIED Date: 2/15/2019 |  User Level: Regular User |  Views: 1,258

Description

In the contact form there is almost always an option to choose who you want the form to go to (e.g. Sales, Support, Administration, Human Resources, etc.). It is simple to add/edit items to this dropdown and in the steps below we show you how to add/edit items to this dataset.

Requirements

  • You will need to have access to the Application Settings (Advanced) module

Notes

  • The following fields are required for an application setting.
    • Category
    • Field Name
    • Field Value

Sample Screenshot

Application Settings Advanced

Adding/Editing Application Settings (Advanced)

  1. Click on Application Settings (Advanced)
  2. Click on Add New to add a new application setting or in the Field Name field type in "Data Set Contact" and click on the Edit icon (pencil) to edit the existing application setting.
  3. General Settings
    1. Category - This needs to be "Data Set Contact Recipients" as the name
    2. FieldName - This is the unique name for the given field (e.g. Human Resources).
    3. Language - Every setting in the system can be set to alternate languages. By default, only English is available but that can be changed for multiple languages.
    4. Display Order - When working with information and especially information that has the same Category and Field Name the Display Order comes into play where you can set the values to show above/below other items.
      1. The default display order is 100 which can be changed.
      2. We always recommend separting items by 10 (e.g. 100, 110, 120, 130, etc.).
      3. If an item has the same value (e.g. 100) then when displayed the second sorting value is the field name.
    5. Field Value - This is the email address you want the email to go to.
      1. You may enter multiple email addresses in this field. All you would do is separate them with either a comma or a semi-colon (e.g. a@a.com,b@b.com).
    6. Active - If you don't want an application setting to be used then you can uncheck this box. If an item is not active it will not be able to be used by the system and is only displayed within Appliation Settings.
    7. Is Protected - If this box is checked the item is stored in an encrypted format when at rest in the database. This is often checked for anything that might be sensitive information.
    8. Has HTML - When checked the system will display an HTML Editor rather than the standard text editor for the Field Value.
  • Click on the Save Application Setting button
  • Importer

     MODIFIED Date: 11/16/2018 |  User Level: Regular User |  Views: 526

    Summary


    In this KB article I’ll  be covering the Importer module. This allows you to  easily transfer account information from one system to another through  the importing of excel documents. This allows you to populate your modules  quickly and efficiently at the click of a button. I’ll cover everything about this module in further detail  as outlined below:

    • Import to Module

    • File to Import

    • Optional Settings

      • Send Emails on Insert

      • Send Emails on Complete


    Import to Module

    The  import to module section  is where you select which  module you’ll import records to.  You have the following options of modules to  choose from:


    • Accounts

    • Product Lookups (Categories & Vendors)

    • Product Features(Attributes & Specifications)

    • Products

    • Tasks



    File to Import


    In this section you will have to select an excel document. You can’t however attach just any excel document. For every Import Module type listed in the previous section there’s a specific column arrangement that allows for successful import. The specifications for proper column arrangement are stored in  a document at this link.


    Optional Settings


    The  optional settings  pertain to when the  CMS system should send an email. Now  certain modules don’t actually send emails out even if one of these  boxes is checked. Let’s take accounts for example. You have an excel spreadsheet  filled with 100 accounts; all ready to be imported. If you selected , “Send Emails on Insert,” then someone is receiving 100 emails. This is not so great. No one needs to know about every  account that was added to the system. On the contrary let’s say we were importing 100 tasks and we selected the same option. In this case it would make sense for people to be informed  by email about these tasks. That way they can get started on performing their duties.


    • Send Emails on Insert - Sends an email on every record that  is on your excel spreadsheet.

    • Send Emails on Complete - Sends an email when all  records are added to the module.



    Importing


    After all the settings are set then you can  click the button below shown below. If you receive an error like this, “The task import failed with an unknown status,” then that most likely  means that there’s an error in the arrangement or spelling of the columns. If that’s not the case feel free to message us and we’ll fix it!



    Search and Sort


    When you  click on the Importer  module you should see something like this:

     

     

    The use of these  types of searches are covered extensively in the Page Content KB article here.


    Job Postings

     MODIFIED Date: 11/9/2018 |  User Level: Regular User |  Views: 645

    Summary


    The Job Postings  Module allows you to post  jobs for potential candidates for them to apply for. This is all done simply by  filling out a series or forms. Once that’s done that position is posted on your website and the position is as good as filled. I’ll cover everything in further detail  as outlined below:

    • Adding a New Job Posting

      • General Information

        • Position Responsibility Information

        • Position Qualification Information

        • Brief Description

        • Long Description

        • Disclaimer Information

        • SEO Information

        • Address Information

        • Document Information

        • Image Information

        • Position Posting Information

    • Job Posting List

      • Search and Sort

      • Edit

    Adding a New Download

     

    Let’s start as if you  just installed the Job Posting module. When you  click on the Job Postings module you will see this:



    Click on the  “Add New” button. Once this is  done you should see this:

    As you can see there are many fields in which to fill out. Let’s  go over the specifics of all of these fields:

    • General Fields

      • Account -  This field  refers to the  accounts that you  created via the Account  module. The account that you choose determines the privileges  required for people to see this job posting. For example you have several accounts: one for managers, another  for sales, office worker, and 1 for each location that your company has. First let’s assume the following:

        • Managers have all the  privileges that sales has and/or more,

        • Salesmen have all the privileges of office workers and/or more,

        • Locations contain all those types of  workers.

    Now if you had sales positions available and you only want office workers to see it then you would type Office Worker. However this means that  everyone will see it because of the way privilege is inherited in this scenario. If you wanted Salesmen to know about a managerial position then you’d type  Salesmen. This means that Managers will also be able to see this job posting. To learn about this in more detail go to my KB article on accounts.

    • Position Responsibility - This is meant to describe what exactly is expected of the  candidate if he/she is chosen for the position.

    • Position Qualification Information - This describes what skills the  candidate should possess in order to perform well in the position.

    • Brief Description - This description is  shown on your Jobs page at a URL like shown here: https://www.yourdomain.com/About/Jobs/.

    • Long Description - This  describes the position in  clearer and elaborated detail.

    • Disclaimer information - If there’s any policy in place at your company like the EEO(Equal Employment Opportunity Act) then this is the place to  list it.

    • SEO Information - SEO (Search Engine Optimization) information allows the  webpage to be found more efficiently through particular fields.

    • Address Information -  This specifies the address of the  place where the candidate will work.

    • Document Information -  This is very similar to the  “Downloads” module. You have find information about  that here.

    • Image Information - Here you can specify  what image you what to represent the job. This will be  shown on your job posting page.

    •  Position Posting Information - This is where you can  view all the applicants and some basic information about them. It will look something like this:

    To the left your can see a pencil icon. When  click this allows you to view more details about the  candidate. When clicked it will look like this:($ No Image available)



    Downloads List


    Search and Sort


    Once you have a job posting created  you should be able to view it from the Job Postings page. It will look like this:


    If you have a lot of job postings  then it may be a good idea to use the  searching and sorting functionality that is offered. You can  learn more about that on the “Search and Sort page as well.


    Edit

    There’s also an edit  button. This will take you to the  same form that you used to create the  position before except the fields are filled out. From here you’re able to edit the  details of the job posting in case some details changed or if you didn’t get it right the first time.


    KB Articles

     MODIFIED Date: 11/9/2018 |  User Level: Regular User |  Views: 526

    Summary

    KB articles are  used to document how to do something. These are like blogs  but about something that is specific to helping with business processes. You may have a KB article about how to  fill out a complex form or something like that. The contents of this KB article are as outlined below:

    • Required Info

      •  Description

    • Description

    • META INformation

    • Advanced Information

    • Search and Sort



    Required Info

     

    All that’s  required for a KB article is a description. This could be thought of as a  placeholder for the KB Article that will be written. Though the users on your  website may not understand that so it’s good to fill out some of the other fields discussed in the following sections.


    Description


    There are many fields in the description tab so let’s  get started:

    • Category - Category  defines what type of  KB Article that your writing. This  will affect what group it will be displayed with. For example  blah KB Article is the Category of JM2 CMS and is displayed as shown in the  first figure. Whereas when the category is changed to Google it’s displayed as shown in the  second figure.

     

     

     



    • Publish Status - This is a  drop down box that gives you two options.

      • Draft - This  won’t be able to  be viewed publicly but you will be able to  view it via a link that shows at the top of this form when you save the KB article.

      • Published - This  will be able to be viewed publicly.

    • Page Name -  The page name is not something that you can  define. It refers to the URL that defines that  KB Article. For example the Page Content’s auto generated Page name was “KB00066”. The next article written then has “KB00067” for its Page Name.

    • Page Views -  This simply is the  number of times that the  page has been viewed.

    • Summary - The Summary describes in short what your KB Article is about.

    • Description - The Description is the content of your KB article. There are many  tools on the description field. If you’d like to learn how to used them all go to the “Page Content” KB article.

     


    Miscellaneous Information


    • Start Date -  This refers to  when you first started  creating the KB Article.

    • End Date -  This can be  set to some date in the near  future if you want your article to be available for a limited time.

    • Updated Date - This is the  date since the last edit to the KB Article.

    • Display Order - This refers to the order in which the  KB Article will be displayed amongst the other KB Articles. By default  all KB Articles are 100 and ordered alphabetically.

    • Template Name - If there’s a specific  template that you’re using you’d specify it here.

    • Language - Here you can  choose your language.

    • Alternate URL - The  alternate URL can be  used to point to an external website instead of something on your site. Say you want to make a KB article on how to bake a cake.  Well maybe there’s a good recipe available online so you just take the URL for that and place it in this field.


    META Information and Advanced Information


    The  META Information and Advanced Information  tabs are covered in the “Page Content” KB article if you’d like to have  more detailed information.

     

    Search and Sort

    When you  click on the KB Articles module or go back to the KB Articles list from creating a  new KB article you should see something like this:



    The use of these types of searches are covered extensively in the Search and Sort KB article here.


    Log Viewer

     MODIFIED Date: 11/9/2018 |  User Level: Regular User |  Views: 589

    Description

    The Log Viewer module is the only module that allows you to view information but never delete or edit information. This module is completely for read-only access to what is happening within the system. There are four logging levels within the system. The default level is logging only the minimal amount of information where other levels increase the amount of logging that happens within the system.

    Requirements

    • You will need to have access to the log file module

    Notes

    • There is no deleting or editing allowed within the system
    • Logging Levels
      • Level 0: Logging level 0 adds everything from levels 1 through 3 and logs everything except for passwords and confidential information that might compromise system security. This level logs items as they happen so that developers are able to more quickly trace every action the system was doing.
      • Level 1: Logging level 1 adds from the previous levels (Level 2 and Level 3) and adds internal developer debugging errors within the system.
      • Level 2: Logging level 2 adds from the previous level (Level 3) and adds in saving errors into the logs.
      • Level 3: This is the default logging level. This logs all email correspondence and major errors in the system.
    • Logs are deleted after a predefined number of days. The exception to removal of old information is that anything that is marked as being emailed out of the system is never deleted and will always be in the system.

    Sample Screenshot

    Log Viewer

    Viewing Log Viewer

    • Click on Log Viewer
    • Click on the magnifying glass () to view a specific log entry.
    • The log file screen is broken into the following fields:
      • Default Information
        • Category Name: This is the unique category that was assigned by the system stating what module/section of the application the information is coming from.
        • IP Address: If the entry related to a user the entry will show the IP address the user is from.
        • Created Date: This is the date/time the log entry was created. This date/time may be different for individual users as it is automatically adjusted from UTC time to the users local time.
        • Payload: This is the error/information from the system.
          • Note 1: When viewing the payload there is a copy icon. You can copy the information that you have selected from the log into clipboard.
          • Note 2: In relation to emails the entire email is placed here which includes who the email was sent TO, CC, and BCC. The response from the mail server is also stored at the bottom of the message.
      • XML Payload Information
        • In some circumstances the system will save XML information. This information is often from linked web services and external applications the website is communicating with. Whenever the XML information is available to be shown it will be listed here.

    Login, Create, and Recover Password

     MODIFIED Date: 7/28/2018 |  User Level: Regular User |  Views: 1,175
    Login

    Logout

    Login, Create, and Recover your password To log into the system you will go to https://yourdomain/Portal/. By going to /Portal/ you will be prompted with a screen similar to the one on the right. The look-and-feel will vary based on your settings and how you’ve opted to configure the page.

    The Account Number is not enabled by default and is only enabled if you are using this functionality. If you do have the account number you will need to check if one is needed for your account or not. This is not case sensitive.

    Email Address is your assigned email address. This is not case sensitive but must be active within the system.

    The Password is CaSe sensitive and must be typed in exactly.

    Click Log into the portal to log in.

    Register

    Register

    If you do not already have an account you can click on the Register option to create an account. Once you register you may or may not have access depending upon the system settings. The default is that you will have access to nothing within the system upon registration and the designated administrators will need to provide you with the proper security access.

    Fill in your email address, account code (only shows if enabled within the system), first name, last name, phone number, birthday, and your desired password (twice), and then click on Create an account.

    Note: The top passwords (e.g. password) are not allowed and will prevent you from creating an account with these known bad passwords.

    Recover Password

    Recover

    It is common with as many passwords that we maintain that we will forget a password. To overcome this, you can go to the Recover your password option.

    Enter your email address and click on Recover Password. The system will either send you your current password (default) or assign you a new password.

    Note: If your system is set to use an account code and your account is associated with one make certain to put this in or your password recover attempt will not work.

    Logout

     MODIFIED Date: 7/28/2018 |  User Level: Regular User |  Views: 1,074
    Logout Menu

    Logout

    To logout of the system, you need to first log into the system. Once logged in you have two choices that allow you to logout of the system. No matter what your security settings are you will have access to logout of the system.

    In the top right of every page you will see your login name. When you hover over this the last option is Logout. Hover over your name and then click on Logout.

    News and Events

     MODIFIED Date: 11/9/2018 |  User Level: Regular User |  Views: 495

     

    Summary


    In this  KB article you’ll learn how to  create News and Events for your website. I’ll cover everything about the News and Events module in further detail  as outlined below:

    • Adding a new News / Event

      • Required information  

      • Location Information

      • Event Detail Description  

      • Documents

      • Image Information  

    • Search and Sort


    Adding A New News / Event


    For most all of these fields  the purpose is clear. I’ll list all of them and expand upon those that  may be confusing for users.


    General Information

    • Event Type -  There are three types of  events: Public, Private, and  Race.

    • Start/End date - This tells the potential attendees or  readers when the event will be occurring or when the news  being written about occured.

    • Description -  This is just meant to  have a brief description of the  News or Event.

    Location information

    • Location Name  

    • Location URL

    • Address 1 and 2

    • Postal Code

    • City

    • State

    • Phone number

    Event Detail Description

    • Description (Caption) -  This is like the heading of the news.

    • News Source - If there’s a  URL or perhaps a article in the  paper this is where you’d list it as a source.

    • Description - If it  is news the bulk of it will be written  here as would the in depth event description.

    Documents

    This section is similar to the Downloads module. Check that out here for more information.

    Search and Sort

    When you  click on the News and Events  module or go back to the  News and Events list from creating some new News or Events  you should see something like this:



    The use of these types of searches are covered extensively in the Search and Sort KB article here.



    Page Content

     MODIFIED Date: 11/9/2018 |  User Level: Regular User |  Views: 678

    Summary

    Page Content allows you to manage the content of each individual page. You'll be able to create content for your website without any knowledge of HTML or CSS while also being able to customizing it to your liking. In this KB Article we'll be covering the following:

    How To Create and Customize Your Content

    META Information

    Advanced Administrative Information

    Page Content

    Tools and Usages

    Manage Page Content List

    How To Create and Customize Your Content

    Let's start by showing you how to place the content on the site. Expand the Advanced Administrative Information Tab. Here there is a dropdown list of categories. These categories actually determine the path of the URL. For example https://websiteURL.com/Category_Name/Your_Web_Content. Your web content will be after the category name. Let's go ahead and test this To do this follow these steps

    Pick any category

    Type into Page Name what you want the specific page to be called(Equivalent to Your_Web_Content from my example)

    Select Published from the Publish Status dropdown.

    Type anything into the Page Content.

    Click on Save Page Content on the bottom of the module

    Open a page in a new window and type the following: Your_Website_URL.com/Category_Name/Your_Web_Content.

    After these steps you should be taken to the web page that you just create with the text you just typed. Impressive! Now that we have some basics covered let's go into more depth of what can be done with this one site. Let's start with learning about the META Information Tab.

    META Information

    Title - This is the text that will be shown in the tab on your browser to the right of your website's icon.

    Description/Keywords - This is text that would be used to optimize your SEO. You should type blurb in here to talk about what your business is all about. You should base your Description based on your Keywords. If you are a bakery and you have a website you might list in your keywords something like the pastries and other goods along with adjectives that describe those goods. You'd then write a description about those. The search engine uses this information to bring more clients that want baked goods to you!

    Robots - The options for this may look complicated but let me break them down for you.

    INDEX - This means that search engines will show your page is search results.

    NOINDEX - Means that it won't show in search results.

    FOLLOW - This allows the search engine to follow any links that don't specifically have a NOFOLLOW attribute.

    NOFOLLOW - This disallows the search engine to follow any links.

    Advanced Administrative Information

    Category - We spoke in the beginning of this section about how to use Category to set where your page content shows up on your site.

    Category New - This allows you to use a category that doesn't come by default with our system. When you do this you should make sure that you don't have any Category selected from the Category dropdown box. Otherwise your content will show up in both places. To prevent this select 404 from the Category dropdown list. Now your content that will only display on the New Category that you defined.

    Page Name - This is what you type in after the Category you chose as exemplified in the beginning of this section.

    Sub-page Name - The Sub-page Name allows further organization of your content. Here's an example. Say you're a sporting supply store so your URL is https://www.SportinGoods.com/Category/Page_Name/Sub-Page_Name. At this location you'll be able to find your content.

    Template Name - Templates are used to give your website a different look or feel. These template options give you the ability to give yourself different styled headers and footers. There are a few options by default:

    (Default) - This refers to the template that we use for default for most of the websites we design.

    (None) - This actually is the same as the amp template

    Amp - The amp template is beyond the scope of discussion that should be covered in this KB article. Here's a link if you want to know more about it.

    Header/Footer (Embed) - Are used if you want to use any special javascripting on your page. Most of the times this isn't needed so there's no need to worry about it.

    Page Content

    Page Header - This is exactly as it sounds. It is the text that goes at the top of your page that declares what your content is about.

    Publish Status - There are 2 options here

    Draft - Allows you to save your progress but doesn't make the web content live

    Published - Publishes the content live for all to see on your website.

    Page Content - This is a section all on its own. The basic idea of it though is that it allows you to customize to a great extent what content you want to show on your page. More about that in the next Section!

    Using Page Content Tools to Customize Your Content

    We'll go from left to right up to down through these tools. One basic skill that must be learned first is the selection of text. This simply involves holding down the left mouse button near the beginning of your selection then dragging it until the end of your selection. For most of the tools that are on the Page Content toolbar you use this process.

    Page Content Toolbar

    Text Decoration

    FontPage Content Toolbar - This simply changes the size of your font. The larger the number the larger the font!

    Font TemplatesPage Content Toolbar - This is a dropdown list of presized font options. It varies in both text size and color. You have options of different sizes and colors of headers as well as list options. This makes things a lot easier if you don't want to be messing around with font sizes and colors.

    Font ColorPage Content Toolbar - If you do want to change the color yourself you just click on this icon and a grid of color options are shown. At the bottom of the pop-up it there's a link to “Add Custom Color…”. If you click there a little window will appear requesting a hex number that translates to a color. Google has a >special tool that allows you to choose a color quite easily and find the hex number for it too. You could either write the number down and then type where it was requested or highlight the hex number(and only the 6 characters after the “#” ) by holding ctrl and c to copy and then ctrl and v to paste it.

    Font Background ColorPage Content Toolbar - This tool is very similar to the font color tool. You have a pallet of colors to choose from and also the option to put in a custom color using a hex number.

    BoldPage Content Toolbar - This makes text a bit thicker.

    ItalicsPage Content Toolbar - This makes text slanted to the right slightly.

    UnderlinePage Content Toolbar- This creates a line beneath the text.

    Convert All To UppercasePage Content Toolbar - Makes every letter in your selection UPPERCASE .

    Convert All To LowercasePage Content Toolbar - lower case does the opposite.

    Undo/Redo

    Page Content Toolbar

    Undo - This reverses the effects of the most recent action that was taken

    Redo - If you have already pressed on undo then you are able to press the redo tool. It allows you to go ‘back' to your most recent action.

    Copy, Cut, and Paste

    Page Content Toolbar

    Copy - Copies the content of your selection and allows you to put that selection somewhere else

    Select the text you want to copy

    Click the Copy tool

    Click the location where you want the text to be placed

    Click the Paste tool

    Cut - Creates a copy of the selection but deletes the original selection at the same time. You then can put this selection where you need it.

    Select the text you want to Cut

    Click the Cut tool

    Click the location where you want the text to be place

    Click the Paste tool

    Paste Options - The Paste tools come in handy when you are copying or Cutting text from outside this module. Examples of this are: Word, from a plain text file, or straight from an html file.

    Note - html is simply a type of markup language for website design.

    Page Content Toolbar

    Search And Replace - Let's start with an example. You pasted in a great deal of default text for a about section for a generic company. It has placeholders for COMPANY_NAME and a few other things. You want to change all this information quickly. This is a perfect time for search and replace. Directions for use are as follows:

    Click on the Find and Replace icon (A window will appear with tabs named find and replace )

    Click on Replace

    Fill in the Find field with COMPANY_NAME

    Fill the Replace With field with your actual company name

    Click Replace all.

    Lastly let's go over some additional details about some options within the window named Find and Replace starting with the Search Options. There it gives options for the direction of the search. Down is means that it starts at the top and moves down through the page content until the bottom. Up means that it starts at the bottom and goes up. Now if you're using the replace tab and want to do replace all then it won't matter what direction is chosen. If you are wanting to find a specific instance and replace to replace then it may be helpful to change the direction of the search. This would be handy if you have a general idea that what you're looking for is near the bottom but you don't know exactly where.

    Spell Checker - Spell Checker checks all text within page content for spelling errors. Simply click and it will do that for you.

    Lists

    Page Content Toolbar

    Let's start by explaining lists and how to make them in general. Follow these steps:

    Click on the place in Page Content that you want to start the list. This should be right before the first item on your list or a blank line if you don't have your list written.

    Click on one of the list Tool icons. A number or circle should appear to indicate that line is a list item.

    Type what you're listing

    Press enter to add a new list item

    Press Page Content Toolbar to indent and Page Content Toolbar to outdent your list items.

    That's about all there is to know in order for you to make lists. Let's now look at specific types of list styles.

    Bullet List - Bullet list using circles to indicate list item. It's good for listing things that have no particular order.

    Numbered List - Numbered list is as it sounds. It uses numbers to list things. This could be used for a recipe or a tutorial on how to do a particular task.

    Text Arrangement

    Page Content Toolbar

    Indent - In the Lists section I told you a little bit about indentation. This simply moves the text slightly to the right. Usually a tab/ Indent is worth about 5 spaces. You can use either tab or Indent to accomplish this effect.

    Left Text Align - This makes letters align with the left margin of the Page Content.

    Center Text Align - This will cause the text to be in the center of the Page Content (Useful for titles).

    Right Text Align - This makes letters align with the right margin of the Page Content.

    Tables

    Page Content Toolbar

    Insert Table

    Click on the Table icon

    Move the mouse over the grid to indicate the size of your table(hold the mouse over a square for a second to see how the dimensions of your table in the format of height by width )

    Click on the square indicates the dimensions required

    Your table appears

    Remove Grid from Table - Simply click on this icon while having your table selected and the grid will be removed. This may make for a cleaner look.

    Links

    Page Content Toolbar

    There are a few things that you should know about links before we get started. There are a few terms that you should know. When people make links they give them special properties. These are called attributes. Below I've listed some of the attributes:

    Same Window - This link will open up in the same window.

    None - Same Window is the default state of a link so None will have the same properties.

    New Window - The link will open up in a new tab. Everytime it is clicked another tab will open with the URL requested.

    Parent Window - It will appear to open in the same window that it was clicked.

    Browser Window - This will also appear to open in the same browser that it was clicked.

    Search Pane - This will open in a new tab. When it is clicked again it will not open additional tabs.

    Media Pane - Search Pane has the same result as Search Pane.

    Insert Link -

    Start by clicking on the insert link icon. A window named Hyperlink Manager should open. It'll look like this:

    Hyperlink

    Page Content Toolbar

    URL - Here you have 2 options. You can either attach a document (which acts as a link), or you can type a URL directed to the webpage you want to link. To the right of the URL is the icon for the Document Manager. Later in this article we cover how to use that tool.

    ID(If this is CSS) - If you can define an id for a link then you can style it in a specific way.

    Target - I covered the meanings of the targets earlier. Simply choose one from the dropdown the option that works best for you.

    Existing Anchor - Links are called Anchors in HTML. This field wants you to type the name of an existing link. By default there are no others. See the section about the Anchor Tab to learn more.

    Tooltip - This is exactly the same thing as a title on an image. If you hover your mouse over the link for a second the text you type here will show.

    CSS Class - Here is an option to connect it with some of our predefined css classes. If you want to format the text without doing any coding this is an option.

    Anchor - The Existing Anchor drop down in the hyperlink tab won't do much for you if you don't have an anchor created.

    Page Content Toolbar

    ID - This id is used for reference in styling the link

    Name - This is an attribute that can be set for the Anchor.

    E-mail

    Page Content Toolbar

    Address - The address refers to the email address that you'd like to send and email to.

    Subject - This sets the subject of the email

  • ID - This sets the ID of the link locally. For customization of the link with CSS this is useful.

    CSS Class - CSS class similarly offers benefits.

    Tooltip - This is the same thing as the title text property. After holding the mouse point on this link it will show the text typed here.

    Break Link - This turns the link back into a regular text. To break a link:

    Highlight the link

    Click on the break link icon

    Page Content Toolbar

    Special Characters

    Select the location in which you'd like the character to be placed

    Click on the Special Characters icon(A dropdown of currency and mathematical symbols are shown)

    Click on the one you'd like to use and the symbol will be inserted

    That symbol will be inserted where you selected earlier

    Horizontal Line - This creates a divider between text. It looks nice when separating paragraphs or particular sections in an article.

    Image Manager

    Page Content Toolbar

    Image Manager - This tool has a great deal over crossover from the file manager module so I'll link to information about how to use that >here. Due to the large scope of this tool it deserves its own article. Which you can read here.

    Page Content Toolbar

    Document Manager - when clicked this tool opens to the docs folder in your file manager. From here you can't access other files. The point is that this tool is meant to only allow you to manage your documents as the name of the tool suggests. Once the tool is open these are the instructions on how to use it:

    Click on the document you'd like to add to the page

    Then click insert.

    That's it!

    Here's what it looks like in the editor:

    Page Content Toolbar

    Here's what it looks like on the webpage:

    Page Content Toolbar

    Now when you click on the pdf it will take you to that document!

    Note: The document manager contains the same toolbar that you had seen on the file manager. For instructions on how to use those tools see >this page.

    Hidden Tools

    To access these hidden tools you must have at least one image in your page content editor. Right click on the image and you'll see these tools:

    Properties - The tools here reflect those found in the properties tab of the Image Manager.

    Image Map Editor - The image map editor allows you to define parts of your images as a few things:

    • Set an area for certain option to be set. Those options are:

      Setting text that will appear when the mouse hovers over that area of the image.

      Or both!

      How to define areas

      Page Content Toolbar

      Using the form - You can use the form to define precisely where the area will appear. First you must to 2 things: choose whether you want to an area type of circle or rectangle,click on the New Area Button. Once that is done you have two options of area creation listed below:

      form properties:

      Left/Top - These properties define how far the top left portion of the area is from the top left portion of the image.

      Width/Height

      Rectangle - Width and height of the rectangle are adjusted here.

      Circle - Only width is adjusted here. A circle is perfectly round. This means that its height and width would be the same. This is why we can only edit one of them( the width in this case). You can think about this like the diameter of the circle instead of the width if that helps.

      URL - Next you can type a link here so that when someone clicks on the area defined they can go wherever you want them to.

      Target - This defines how you want the link to behave.

      Alt Text - The alt text is what shows when the user is unable to visually interpret the image

      Title Text - This is what shows up when the user hovers the mouse above your area for a second.

      Visual method - You can simply click on new area and by default a rectangle will appear in the top left corner of the Preview Pane. Click and drag on the red dot to change the area of the rectangle. You can also select circle as a shape if you like and adjust the size in the same way. To move the area just click and drag it. The rest of the properties must be set in the form refer back to the Form method for how to do that.

      Note: Make sure to keep your areas within the image. This applies to both Visual method and the Form method. If the area goes out of he image the area will be reset to a point where it is 100% in the image.

      Manage Page Content List

      At some point you will have a lot of pages on your site that you're managing. You may want to go back at some point and change something but it can be difficult to find. In the following section we'll be covering that. Let's start with what you can do with your browser.

      To find things more easily on your keyboard press ctrl and then f. A search box will appear on your browser. You will be able to search the page for the content that you need to find! A very useful tool for those with 20 + pages to manage! Now that you know how to use your browser to find things let's cover how to use our system.

      Search and Sort

      When you click on the accounts module or go back to the accounts list from creating a new account you should see something like this:

      Page Content Toolbar

      The use of these types of searches are covered extensively in the Search and Sort KB article >here.

  • Search and Replace

     MODIFIED Date: 11/9/2018 |  User Level: Regular User |  Views: 499

    Summary


    Search and Replace is a very powerful tool. Therefore it is also the most dangerous. I don’t say this lightly. One must use it with caution. I’ll cover everything about the Search and Replace module and why it’s so powerful and dangerous in further detail in this KB article. The contents of this KB Article are as  outlined below:

    • Search and Replace

      • A Word of Caution  

      • How to Perform a Search and Replace



    A Word of Caution


    What is so powerful and dangerous about this tool? Well in short it has to do with the scope of the  search itself. The scope over which it searches is not just text that is viewable on the site. It also searches the code that generates the site. Now this is great if you know exactly what needs to be replaced. You must also  know that what you’re searching won’t find anything that you don’t want to replace. Very quickly a poor Search and Replace can result in a broken site if in the wrong hands. For that reason permissions for this module are  reserved for very experienced users.


    How to Perform a Search and Replace


    To start  simply click on the Search and Replace module. After doing so you’ll see something like this:

     

     

    There are  two fields, Search and Replace, to fill out. On the  right side there’s a list with the header of Modules to Update. From there you can select from what  modules you’re searching. When you have done those things simply press the “Perform Search and Replace” button. At this  point the search is performed.

    Search and Sort

     MODIFIED Date: 11/9/2018 |  User Level: Regular User |  Views: 529

     

     Summary


    The search and sort tool is in just about every module. It’s  very useful for finding and managing things within modules that contain this  tool. I’ll cover everything about the Search and Sort tool in further detail as outlined below:

    • Search and Sort

      • Searching

      • Sorting


    Search and Sort


    Just below Add New you’ll see something like what is show below.


    Searching


    You may have  noticed that when you used the  browser’s search feature that it searches the whole page  for what you typed. This tool above allows you to filter the results shown in realtime.


     

    If there  are still many pages named  home that’s not a problem. You may put in an additional filter that it has a Category of reports. Following this method you can hone in on the page that you’re looking for quite quickly.

     

    Sorting


    In addition to typing in searches one can click on a column heading in order to sort in ascending or descending order. Let's say you want to sort the Category column alphabetically. Just  click on Category and wait a few seconds. You'll see a loading icon like this() when it is working on sorting.

    NOTE: When you are  doing these types of searches you need to type what you’re looking for and then click outside of the text field. This is how the search is triggered.

     

    System Alerts

     MODIFIED Date: 10/8/2018 |  User Level: Regular User |  Views: 549

    Summary


    System alerts help you keep your customers up to date on what’s important when they come to your website. In this KB article we’ll delving into that. We’ll cover:

    • Setting up an alert

    • Types of  alerts




    Setting Up an Alert


    Let’s start by clicking on Add New below the System Alerts title. You should see two options on the top of the  page and form options below. We’ll start with the options on top.


    Top Options


    Return to System Alerts -  This returns you to the place where your current alerts are listed. It’s good to  go here to check to see if you already have an alert that accomplished the same thing as the one you’re creating.


    Add New System Alert -  When you create an alerts and fill out the form  you’re taken back to your current page. You will see that the form is still filled out and you receive an alert message that the alert system has been published. This is the reason why this option exists here. So that you can easily start creating a new System Alert without going back to the System Alerts list.


    Form Options


    Alert Type - Simply select from a drop down which alert you would like to  use.


    Note: If you choose  no alert type then it will not show any system alert.


    Alert Color - You can choose from five different colors. A no color selection will result in white.

     

    Active () - This tool is important. Let’s say the start date of this system alert is has come but you’re  not quite ready yet to make it show on the site. If you uncheck the active checkbox you have the final say of when it goes up. Just  be sure to not forget about it.

     

    Start/End Date - You can can the date by clicking on the  calendar icon and the time by clicking the clock icon (). When you click on the calendar icon () you are presented with a calendar with the current  month. If for example you don’t want the start date to be in the current  month you can click on the single right or left arrows above the calendar. If you want navigate the months three months a click then use the double right or left arrows.

    Note: Don’t enter a date in the Start Date that is later than that is later than that of the End Date. This results in your System Alert not showing.  


    Description - This field is used in all the Alert Types that you could select.


    Full Description - The text in this field only shows when you are creating a pop-up Alert Type.


    Alert Types


    Pop-up -  In this example we have the text that was entered and the result displayed. Shortly after your webpage is loaded this popup will appear.

    Here's an image of the inputs that generate the Pop-up System Alert.




    This is an image of the results of those inputs. The page around the pop-up is lightened. You’re required to