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... Best Practices 'Default' profiles are automatically applied to a device if no custom profile exists for the device. Endpoint Manager ships with default profiles for each supported operating system, but you can also mark any custom profile as 'default' if you wish. See Manage Default Profiles for more information. Though it is possible to save all settings in a single...

... Block any Downloads of a Specific File Type    This page explains how to configure CIS to prohibit downloads of specific types of file. Example scenarios: Some malicious websites try to push malware in .exe file format. These files, known as executables, can run commands on your computer. If the .exe is malicious then these commands could install a...

... Create a New User Group   Click 'Users' > 'User Groups' The 'User Groups' interface lets you add and populate new user groups. Configuration profiles applied to the group will then be pushed to all devices owned by users in the group. Create a new user group Click 'Users' > 'User Groups' Click 'Create Group' above the table. The 'Create...

... Mass Management of Vendors You can perform the same action on multiple vendors records at once. This is useful when you are updating details that are common to a set of vendor records. Manage multiple records: Click 'All' > 'Vendors' to open the list of vendors Select the vendors you want to work on using the check-boxes to the...

... The Virtual Desktop The Virtual Desktop is a sandboxed operating environment inside of which you can run programs and browse the Internet without fear that those activities will damage your real computer. Applications running in the Virtual Desktop also leave no cookies or history behind on your real system, making it a secure environment for Internet banking and online shopping...

... Time Sheet Templates   Click 'Admin Panel' > 'Staff' > 'Time Sheet Templates' Timesheets let staff record time spent on tickets and other tasks. See Manage Staff Time Sheets i f you want background information on this item. Timesheet templates let you create sheets with activities tailored to your business. Once saved, staff can choose the template as the basis...

... Email Templates Click 'All' > 'Email Templates' to open the template management interface. Email templates save your company time and let you send consistent, professional messaging to your customers. You can send emails using a template from most CRM modules, including the contacts, organizations, leads, quotes and invoice modules. Email templates are fully customizable using the built-in HTML editor...

... Edit a Policy The management console allows you to edit a secure application policy so that changes will be applied to the endpoints in the next polling cycle.Endpoints will contact the management console at the time interval specified in ' Preferences ' to check for any policy updates. To edit a secure application policy name, click 'Polices Management' on the left and...

... Associate Records from other modules to a Sales Order   You can associate a sales order with a product, organization, contact, opportunity or quote.There are two ways to do this: 1. From within another module Open any product, organization, contact, opportunity or quote record Click 'Sales Order' in the right-hand menu to view and add sales orders 2. While...

... Manage Tax Calculations   Allows you to set national and international tax rates to be applied to invoices, products, sales orders and purchase orders. The taxes like VAT, sales and service taxes are default taxes that ship with Customer Relationship Management (CRM). You can add a new taxes for 'Product & Services' and 'Shipping & Handling'. Add new tax Click...