Xcitium Platform

• 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

Mass Management of Organizations

Customer Relationship Management (CRM) allows you to edit, delete, add comments, send emails and 'Transfer Ownership' for multiple organizations simultaneously. This is useful when you are updating or altering details that are common to a set of organization records. For example, may have several organizations with different owners, different sale orders and different projected revenues, but would like to pass a common comment to staff assigned to those organizations.

Tip: If you want to update the details of a single Organization record: Open the 'organization List', click the organization name then click the 'Edit' button. See 'Manage Organizations' for more details.

The interface allows you to:

• Edit organization records

• Delete organization records

• Add comments

• Send Email

• Transfer Ownership

• Import / Export Organization records

• Find Duplicates

Edit common details of several organizations

• Click 'All' > 'Organizations' (under 'Marketing and Sales') to open the 'Organizations List' interface

• Select the organizations to be edited

• Click 'Actions' and choose 'Edit'

The 'Mass Editing Organizations' pop-up will appear:

It contains three tabs:

• Organization Details

• Address Details

• Description Details

Organization Details

The 'Organization Details' tab allows you to enter new values for website, primary phone, ticker symbol, fax and more.

• Enter the new values for the parameters. See this table for descriptions of the fields in the 'Organization Details' tab

• Click 'Save'.
  

Address Details

The 'Address Details' tab allows you to update billing address, shipping address,billing city, shipping city details and more if the organizations have this information in common.

• Enter the new values for the parameters. See this table for descriptions of the fields in the 'Address Details' tab

• Click 'Save'.

Description Details

The 'Description Details' tab allows you to enter a common description for the selected organization records.

• Enter the new description and click 'Save'

Delete Organization Records

Records for the organization that are no longer required can be removed.

• Click 'All' > 'Organization' (under 'Marketing and Sales') to open the 'Organization List' interface

• Select the Organization(s) to be deleted

• Click 'Actions' and choose 'Delete' button.

• Confirm the deletion by clicking 'Yes'

Add Comments to Organization Records

You can enter a comment that needs to updated for more than one organization record

To do this:

• Click 'All' > 'Organizations' (under 'Marketing and Sales') to open the 'Organization List' interface

• Select the Organization(s) to which you need to add comment

• Click 'Add Comment' and type your message
  

• Click 'Save'

Send Email

 

You can send mails to multiple contacts in an organization at once. See Emails to know how send mails to multiple recipients.

Transfer Ownership

You can transfer ownership of multiple organization records to another staff member at once.

To do this:

• Click 'All' > 'Organizations' (under 'Marketing and Sales') to open the 'Organization List' interface

• Select the Organization(s) for which you need to transfer the owner

• Click 'Transfer Ownership'

The 'Transfer Ownership' dialog will be displayed.

• You can transfer all information to the new assignee, or only selected modules. Select the modules you wish to transfer then the staff member to whom you want to assign the records.

• Click 'Save'

 

Import / Export Organization Records

You can import saved records and export opportunities records from this interface. See 'Import and Export Records' for more information.

Find Duplicates

Allows you to locate and analyze duplicate records.

• Click 'All' > 'Organization' (under 'Marketing and Sales') to open the 'Organization List' interface 

• Click 'Actions' and choose 'Find Duplicates' 

• Place your mouse cursor in the 'Available Fields' box to choose the fields that will be compared. Records which have identical values in these fields will be classed as duplicates.

• If you add multiple criteria then a record must match all criteria before it will be classed as a duplicate.

• Ignore empty values means the CRM will not use matching blank cells as an indicator of a duplicate.

• Click 'Find Duplicates'.

• You can select the duplicate organization record and click the delete button on the top left of the 'Duplicate organization' page

OR

• Select required records and click 'Merge'

The 'Merge Records > Accounts' screen will be displayed.

• Choose the field of record no.1 or 2 that you want to merge

• Click 'Merge'.