• Introduction To CRM
  • Login To CRM
• The CRM Admin Console
  • View And Manage The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option In CRM
• Marketing And Sales
  • Manage Marketing Campaigns
    • Add Campaign Records
    • Track Campaigns
    • Associate Records From Other Modules To A Campaign
    • Mass Management Of Campaigns
  • Leads
    • Create New Leads
    • Manage Leads
    • Associate Other Records With A Lead
    • Mass Management Of Leads
  • Organizations
    • Add A New Organization
    • Manage Organizations
    • Associate Records From Other Modules To An Organization
    • Mass Management Of Organizations
  • Contacts
    • Add A New Contact
    • Manage Contacts
    • Associate Records From Other Modules To A Contact
    • Mass Management Of Contacts
  • Opportunities
    • Add An Opportunity
    • Manage Opportunities
    • Associate Other Records With An Opportunity
    • Mass Management Of Opportunities
  • Quotes
    • Create Quotes
    • Manage Quotes
    • Associate Records From Other Modules To A Quote
    • Mass Management Of Quotes
  • Invoices
    • Create An Invoice
    • Manage Invoices
    • Associate Asset Records To An Invoice
    • Mass Management Of Invoices
  • Sales Orders
    • Add A Sales Order
    • Manage Sales Orders
    • Associate Records From Other Modules To A Sales Order
    • Mass Management Of Sales Orders
  • Import And Export Records
  • Emails
• Inventory
  • Assets
    • Create An Asset Record
    • Manage Assets
    • Mass Management Of Assets
  • Products
    • Add A Product
    • Manage Products
    • Associate Records From Other Modules To A Products
    • Mass Management Of Products
  • Services
    • Add Services
    • Manage Services
    • Associate Records From Other Modules To Service
    • Mass Management Of Services
  • Price Books
    • Add Price Books
    • Manage Price Books
    • Mass Management Of Price Books
  • Vendors
    • Add A Vendor
    • Manage Vendors
    • Associate Records From Other Modules To Vendors
    • Mass Management Of Vendors
  • Purchase Orders
    • Add A Purchase Order
    • Manage Purchase Orders
• Tools
  • Email Templates
  • Add Website Bookmarks
  • View And Manage Calendars
    • Manage Shared Calendar
    • Update And Manage Calendar Entries
    • Manage Calendar Settings
  • Recycle Bin
• Analytics
  • Generate A Report
  • Manage Reports
• Configure CRM Settings
  • Configure The Picklist Editor
  • Manage Company Details
  • Configure Miscellaneous Settings
    • Outgoing Email Server Settings
    • Edit Terms And Conditions
    • Manage Currencies
    • Manage Tax Calculations
• Custom Views
• About Comodo Security Solutions

Configure CRM Settings

• Click the cog icon at top-right of the interface to access CRM settings

• Studio – Picklist Editor.

• Allows you to modify which values are shown in drop-down menus when creating or editing a record in various modules.

• By default, Customer Relationship Management (CRM) will show all relevant records in the drop-down menus. The picklist editor lets you customize these menus to your requirements. You can add new values, rearrange the order of values, assign values, rename values and delete values.

• For example, if you choose the 'Products' module, you can choose the contents of the 'Manufacturer', 'Product Category', 'Vendor Name' and 'GL Account' drop-down menus.

• You can also create custom drop-down menus for specific roles. For example, you may want 'Account Admins' to see all available values in a drop-down when creating a new record, while 'Agents' are only shown a limited selection. 

• Templates - You can customize the application by uploading your company logo and details. The logo will appear on the CRM home page. Your logo and address will also feature in email templates, quotes, invoices and other customer facing items.

• Other settings

• You can add your outgoing mail server so you can send mails directly from the CRM

• You can upload a standard terms and conditions for your products

• You can specify which currencies should be available in the CRM

• You can add new taxes and specify tax rates

The following sections explain more about each of the settings:

• Configure Picklist Editor

• Manage Company Details

• Configure Miscellaneous Settings