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 Services

You can edit / delete / import / export / de-duplicate multiple service records at once. This is useful when you are updating details that are common to a set of service records.

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

The interface allows you to:

• Edit mass service records

• Delete service records

• Import / export service records

• Find duplicate service records

Edit common details of several service records

• Click 'All' > 'Services' to open the 'Services List' interface

• Select the service you want to edit

• Click 'Actions' > 'Edit'

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

This interface contains four tabs:

• Service Details – Allows you to specify service name, usage units and more. See this table for descriptions of the fields in the 'Service Details' tab.

• Pricing Information – Allows you to enter the values for commission rate of the service. See this table for details about commission

• Description Details – Allows you to enter a common description for the selected service records.

Click 'Save'.

Delete service records

Service records that are no longer required can be removed.

• Click 'All' > 'Services' to open the 'Services List' interface

• Select the services to be deleted

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

• Click 'Yes' in the confirmation dialog to remove the record(s)

Import / export service records

Export:

• Click 'All' > 'Services'

• (Optional) Manually select the services you wish to export

• Click 'Actions' > 'Export'

• Choose whether to export selected records, all visible records, or all records

• Click 'Export Services'

• The services will be exported to a .csv file

Import:

• Click 'All' > 'Services'

• Click 'Actions' > 'Import'

• Browse to the file containing your service records

• Specify the format of your file (.csv or .vcf)

• Click 'Next' to begin the import.

See 'Import and Export Records' for more information.

Find duplicates

• Click 'All' > 'Services' to open the 'Services' interface

• Click 'Actions' and choose 'Find Duplicates'

• Click in the 'Available Fields' box and choose the invoice related fields from the drop down. 'Ignore empty values' means the CRM will not consider matching blank fields as an indication of a duplicate.

• Click 'Find Duplicates'

The 'Duplicate Services' page will be displayed.

• To delete a duplicate service record, select it and click the delete button at top left

• To merge duplicate records, select them from the 'Merge Select' column and click 'Merge'

The 'Merge Records In > Services' dialog will be displayed:

• The selected 'Record #' is the primary record. Select other record to change the primary record

• Select the column values that should be retained in the merged primary record. Please note you can select only one column value for the merged record

• Click 'Merge'. The records will be merged and displayed in the 'Services List' page as per the selected column values.