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Setting Defaults

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There are 3 primary default option groups accessible from the program menu bar. These options will only be enabled from the <Home> tab. The options will be disabled once any editing occurs.

 

 

CDPOptsMenu

 

#1 - General Defaults

 

The general settings used in both import and export functions - see Setting General Defaults

 

 

#2 - SMTP Mail Defaults

 

CDP has its own built mail client for sending emails and is not dependant on having Outlook installed on a system. The CDM internal email function is used for one of the following reasons:

 

a)Sending manual Activation request if CDP cannot access the ContactGenie server for automatic activation
b)Sending manual DeActivation notification if CDP cannot access the ContactGenie server for automatic deactivation.
c)Automatic problem report submission in the event an unexpected error is encountered.
d)Sending CommandLine processing notices (where applicable)

 

For more info see: Setting SMTP Email Defaults

 

 

#3 - Set Exch Server

 

Primarily used to change the existing Exch server information being used by CDP. If CDP is run on a system where Outlook is not installed, you will be requested to provide initial Exchange server information. Either Outlook must be installed (with valid profiles) or a connection must be made to an Exchange server. If one of these options does not exist, CDP will not run.

 

For more info see: Select Exch Server