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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...

... 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...

... Configure HTTPS Proxy Services   Dome Cloud Firewall can provide a HTTPS Proxy service. The service receives requests for encrypted webpages from internal hosts, retrieves and caches the requested resources, applies any access control policies and forwards them to the requesting hosts. The Dome Cloud Firewall intermediate SSL certificate needs to be installed on endpoints in order to analyze SSL...

... Manage User Groups   Click 'Users' > 'User Groups' You can create groups of users to simplify and streamline management. For example, you can group users according to existing corporate units ('Sales Dept.', 'Accounts Dept.') and/or by type of user. Once created, you can apply specific profiles to each group as required. See Configuration Profiles for more help with profiles...

... 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...

... The Virtual Kiosk   The Virtual Kiosk 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 kiosk also leave no cookies or history behind on your real system, making it a secure environment for Internet banking and online shopping...

... 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...

... 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...

... 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...

... 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...