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... 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...

... Blocked Extensions You can automatically block email attachments with specific file extensions. For example, you may want to block all attachments with a .exe extension because they may contain malware. Click here to see the complete list of extensions that you can block. Note – If you have enabled containment in ' Incoming ' > ' Spam Detection Settings ', then CSEG will automatically block...

... Configure the Sandbox The 'Sandbox Settings' section of 'Advanced Settings' allows you to configure the Sandbox settings that determine how proactive the Sandbox should be and which types of files it should check. The 'Sandbox Settings' panel can be accessed by clicking 'Tasks > Sandbox Tasks > Open Advanced Settings > Security Settings > Defense+ > Sandbox > Sandbox Settings...

... Manage Firewall Address Objects Click 'Firewall' > 'Objects' to open the firewall objects interface. Firewall address objects represent a specific address or a group of addresses in your network. Firewall objects can then be referenced when creating a firewall rule, saving you time. You can also create firewall object groups to further streamline policy and rule creation. Firewall address objects...

... Manage Time Sheets Click 'Admin > 'Timesheets' Service Desk staff/agents can create time sheets to record time spent on tickets and other tasks.  Staff should click 'Staff Panel' > 'My Time Sheets' to create or update a sheet. See Manage Staff Time Sheets if you need more help on this. Admins can evaluate submitted timesheets and approve or reject...

... Export and Import Configuration Profiles You can export and import profiles for re-deployment to other devices and groups. Note : 'Monitor Settings' and 'Procedure Settings' are not included in exported profiles. You will need to reconfigure these sections before deploying, if you require them. Export a profile   Click 'Configuration Templates' > 'Profiles' Select the 'Profiles' tab   Select the...

... Time Server   Click 'Services' on the left then select 'Time Server'. The 'Time Server' interface allows you to configure system time and synchronization with internet time servers. Administrators can also manually set the date and time via this interface. The interface has two panels: Use a network time server Adjust manually Use a Network Time Server The firewall's...

... Discovered Devices Click 'Network Management' > 'Devices' > 'Discovered Devices' This is the results screen for devices found by the discovery scans. Discovery scans help identify all devices connected to a specific IP range or AD domain. You can configure and run a discovery scan in 'Network Management' > 'Discoveries'. Click here if you want help on this. Open Discovered...

... FAQs Click 'Knowledgebase' > 'FAQs' to open the FAQ section. Staff can post solutions to common issues in the FAQ section of the web-portal. These documents help end-users to find answers without raising a support ticket, allowing staff to prioritize more important issues. FAQs are grouped into different categories. New FAQs must be added to an existing category...

... 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...