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... Associate Records from other Modules to a Quote You can associate sales orders and activities to quote. On agreement of a quote, the staff member can generate a sales order / invoice to keep track of further stages of the deal. Two ways to associate a quote with other modules: 1. Create a quote from modules like 'Products', 'Services', 'Organizations', 'Contacts...

... Configure SSH Access   Click 'System' on the left then select 'SSH access' The SSH access interface allows you to enable remote SSH access to the DFW virtual appliance Once done, clients in external network can access clients connected to local network and running any service that can be tunneled through SSH, like Telnet. Note : SSH access grants access to...

... Block any Downloads of a Specific File Type   This page explains how to configure CCS 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 virus...

... Configure Exim / cPanel to use a Smarthost Routing all mails to a smarthost : Go to the "Exim Configuration Editor" in WHM. Choose "Advanced Editor". Add in the routers section (after begin routers , and after the democheck: router block): smarthost_dkim: driver = manualroute domains = !+local_domains require_files = "+/var/cpanel/domain_keys/private/${sender_address_domain}" transport = remote_smtp_smart_dkim route_list = $domain mxpool1.spamgateway.comodo.com...

... Review / Approve / Decline New Procedures The process to review / approve / decline new Windows and Mac procedures are same. New custom script procedures are given an initial status of 'Created' Custom script procedures must be approved before they can be added to a profile Custom patch procedures do not require approval The review/approval process: Script writer - Go to 'Configuration Templates' >...

... 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...

... LDAP Import Ignore List The LDAP import ignore list interface displays a list of users to be skipped from being created or deleted in CSEG during synchronization with the AD server. Users can be moved to ignore list from the LDAP Import Confirmation List interface or manually added. Once added to the ignore list, the user will be skipped from...

... 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...

... Configuring Containment Settings The 'Containment Settings' section of 'Advanced Settings' allows you to configure settings that determine how proactive the containment should be and which types of files it should check. The 'Containment Settings' panel can be accessed by clicking 'Tasks > Open Advanced Settings > Security Settings > Advanced Protection > Containment > Containment Settings Click the following links...

... Remotely Manage Folders and Files on Windows Devices Click 'Devices' > 'Device List' Select a running Windows device Click 'Remote Tools' > 'File Explorer' The file explorer interface lets you remotely access files/folders on any managed Windows device.   You can transfer items to and from your local device and the remote device. You can also create / rename / delete items...