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

Associate Records from other Modules to Service

Associating records from other modules to a service record allows you to track the workflows between different modules and monitor activities mapped to services. For example, associating a price book with a service record educates staff about costing.

View, add and manage associated records:

• Click 'All' >'Services'

• Click any service record to open its detail page

The menu on the right shows items that can be associated with the service. Click any of these links to view records that have already been associated with the service:

You can use these links to create records in the other modules which will be linked to the service.

You can associate the following records with a service:

• Quotes - View existing quotes associated with the service. Generate a new quote for the service

• Purchase Order - Create new purchase order and associate it to the service record

• Sales Order – Create new sales order and associate it to the service record

• Invoice – Create new invoice order and associate it to the service record

• Price Books - Create new purchase order and associate it to the service record

• Leads - View leads already associated with the service. Select new leads to associate with the service

• Organizations - View organizations already associated with the service. Select new organization to associate with the service

• Contacts - View contacts already associated with the service. Select new contacts to associate with the service

• Opportunities - View opportunities already associated with the service. Select new opportunities to associate with the service

The example below describes how to view and manage the 'Service' records associated with 'Price Books'. A similar process can be followed to associate other module types.

• Click 'All' > 'Service'

• Click on a product in the list then click 'Price Book' on the right

The interface allows you to:

• Associate new service record with price books

• Manage associated service records

Associate service Records with a Price Book

As mentioned earlier, open a service record then click 'Price Book' on the right.

• Click the 'Add Price Book' button.

• This will display a 'Quick Create Price Book' dialog where you can enter basic price book details:

The asset will be added to the list of 'Price Book' associated with the record. Deleting this record will dissociate the asset record from this list.

Manage Associated Service Records

You can manage the associated records from the 'Service' module.

• Mouse over a price book record to view the options at the far right end of the row

• The following options are available:

	-	Opens the price book details interface of the respective price book record. See 'Price Books' for more details.
	-	Allows you to edit the price book details. See 'Price Books' for more details.
	-	Removes the association between the price book and the service. Note, this doesn't remove the service itself, which will remain available in the 'Price Books' module.

In the similar manner you can associate and manage records from other modules that are listed on the right.