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... Add a Purchase Order There are three ways to create a purchase order record: Click 'All' > 'Purchase Order' > 'Add Purchase Order'. This will open the full 'New Purchase Order' form. See ' Create a New Purchase Order Record ' for more information. Clone a record – Duplicate an existing vendor record to use as template for a new vendor record. See...

... Manage SNMP Devices Click 'Assets' > 'Network Management' > 'Devices' > 'Managed Devices'. This area lets you apply network profiles to SNMP compliant devices. Network profiles provide limited management of devices that don't run a supported operating system (Windows, Linux, iOS etc). In other words, devices that you cannot apply a regular configuration profile to. For example - routers, printers...

... Associate Records from Other Modules to an Organization The 'Organization Summary' interface lets you associate organization records with other CRM records, including contacts, opportunities, quotes, invoices and more. To view and manage the contact records associated with a organization record Click 'All' > 'Organizations' (under 'Marketing and Sales') to open the 'Organization List' interface Click any organization record to open...

... SNMP Device Details Interface The device details page lets you view an SNMP device's hardware and software, profiles, and event logs. You can also manage profiles, remove it from the managed list, rename device's name and delete the device. Open SNMP Device Details Click 'Assets' > 'Network Management' > 'Devices' Click the 'Managed Devices' tab if not already...

... Step 6 - Analyze Events   The 'Event Search' interface lets you find specific events using built-in queries. cWatch ships with some useful sample queries, and you can construct your own queries. You have to create conditions for a search and configure the results table accordingly. You can also use the search results to construct another query. Click 'Investigation' on...

... Manage FAQ Categories Click 'Staff Panel' > 'Knowledgebase' > 'Categories' Frequently Asked Questions (FAQs) can be added to categories of your choice. New FAQs must be added to an existing category. Click 'Staff Panel' > 'Knowledgebase' > 'Categories' to add, view and edit FAQ categories Categories can be made 'Public' or 'Internal'. Individual FAQs can also be made 'Public' or...

... Manage FAQ Categories Frequently Asked Questions (FAQs) can be added to categories of your choice. New FAQs must be added to an existing category. Click 'Knowledgebase' > 'Categories' to add, view and edit FAQ categories. Categories can be made 'Public' or 'Internal'. Individual FAQs can also be made 'Public' or 'Internal'. 'Public' category + 'Internal' FAQ = FAQ is internal. 'Public' category...

... Associate Records from Other Modules to an Organization The 'Organization Summary' interface lets you associate organization records with other CRM records, including contacts, opportunities, quotes, invoices and more. View and manage the contact records associated with a organization record Click 'All' > 'Organizations' (under 'Marketing and Sales') Click any organization record to open the organization's summary page. To view...

... Email Templates   Click 'Admin Panel' > 'Emails' > 'Templates' Template sets allow you to create standardized emails for announcements, report notifications, tickets, and user responses. There are two categories of template: Global template – Click 'Settings' > 'Emails' This template is used for emails from all departments IF no department template is set. Department templates – Click 'Staff' > 'Departments' These...

... Manage FAQ Categories   Click 'Staff Panel' > 'Knowledgebase' > 'Categories' Frequently Asked Questions (FAQs) can be added to categories of your choice. New FAQs must be added to an existing category. Click 'Staff Panel' > 'Knowledgebase' > 'Categories' to add, view and edit FAQ categories Categories can be made 'Public' or 'Internal'. Individual FAQs can also be made 'Public...