Messaging
Initialize communication profile
The combination of IP address and receive port is in use by another program. Please edit the communication profile, click advanced and change either.”This error message indicates that another program is trying to use the same port number. This normally occurs when a computer is trying to run the Guest and Host at the same time. In the default communication configuration they both are trying to use port 6502. In most cases it is not necessary to run both simultaneously. One module should be closed before launching the other. There are two settings in the file (located in C:\Windows) that address this behavior. Open this file in Notepad and look for the heading [COEXISTENCE]. Under that heading there may be the following variables: [COEXISTENCE] Coexist=1 Load_Warning=1 If these values...
Archiving instant messaging
If you want to look at any instant message later, Connect can archive all instant messages sent to or from your users. The archived data include: local messages and messages sent to and received from outside of their domain group chats file name and size of all files transferred over instant messaging Configuring instant messaging archiving In the administration interface, go to Configuration → Archiving and Backup → tab Archiving. Select Enable instant messaging archiving. Image Save the settings. Archive files There are three types of archive files — *.txt (current archive files), *.zip (files which have reached the default file size), *.part (temporary archive files). The default maximum size of the archive files is 50 MB. Once the archive file reaches 50 MB, a new file is created. You ...
Configuring instant messaging
About instant messaging Instant messaging service is based on an open technology for real-time communication. The instant messaging (IM) service is running in Connect automatically. To check if the instant messaging is accessible, click on Check Service Accessibility in the administration interface in section Configuration → Instant Messaging. Image Make sure to open the following ports on your firewall (both directions): 5222 (IM service) 5223 (secured IM service) 5269 (if sending outside of your domain is allowed) DNS records must be configured for your domain. Read article Configuring DNS for instant messaging for more information. Sending messages outside of your domain By default, users can send messages only to members of the same domain. To enable sending/receiving instant messages ...
Contacts
The Contacts Section allows you to control the two particular items in the Interactive View Contact Action Bar. The “Show Opportunities Icon in the Contact Action Bar” option allows you to view the opportunities for that contact. To make this work, you need to make sure you have your Infusionsoft Account setup with the API Key. Note, if you use the “Show Contacts Action Bar” option it will make all the action bars appear on the page. This may make it confusion on which contact record it belongs to. Example picture showing both options in use. You will notice the Opportunities Icon to the right side of the Contact Action Bar.
Campaigns
The Campaigns Options allows you to control the Explorer view with the Campaigns page. This view gives a more structured view of the Campaigns helping you to find a campaign more easily. Note, to make this view fully work, you need to setup the character separator and your campaign names. The view allows up to a maximum 5 sub sections. Note, the view works by reading the information from the table. To fully see all your campaigns, you need to increase the entries per page dropdown in the table to the maximum amount. Show the Explorer View by Default This option will make the Explorer view appear by default when the page loads. Explorer Appearance There is 3 options you can choose from: – (Do not show) – Which does not show the explorer. – Default – Shows the default view of the explo...
