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... Firewall Objects   Click 'Firewall' > 'Objects' to open the firewall objects interface. A firewall address object can be a network IP address, a range of IP addresses, a sub-net, or a domain (FQDN) Once defined, a firewall object can added as the source or destination address to firewall rules, SNAT rules, DNAT rules and system access rules. Firewall...

... Manage Sales Orders   The 'Sales Order List' interface lets you view and update sales order details, including recurring invoice information, purchase order information and more. You can also schedule 'To Do' activities for the sales order from this interface. The activities will be reflected in the calendars of team members assigned to the sales order. You can create an...

... Manage Contacts   You can schedule activities for any contact that has been added to the Customer Relationship Management (CRM). Contact activities will be shown in the calendars of team members assigned to the activity. Other team members may view the activity details from the shared calendar. You can also view and manage associated emails, quotes, sales orders, purchase orders...

... Introduction to CRM   CRM allows businesses to save time and grow productivity by implementing automatic workflows to generate, nurture and close customer leads and opportunities. CRM benefits Automation of sales processes Customer Support & Services Marketing Automation Inventory Management Calendar & Activity Management This guide will take administrators through the set up and ongoing usage of CRM and is...

... DHCP Server   Click 'Services' > 'DHCP Server' in the left-hand menu to open this interface The firewall has the ability to assign fixed and dynamic IP addresses to workstations connected to different network zones. The DHCP Server area lets you set the start and end IP addresses for each network zone, and specify clients to which you want...

... HTTPS Proxy   The HTTPS proxy service caches requests for encrypted web-pages, applies any access control policies, and forwards them to the requesting hosts. You need to install the Dome intermediate certificate on endpoints in order to analyze SSL encrypted traffic. You can also specify exceptions – website categories and URLs which should not go through the proxy service.  ...

... Mass Management Of Sales Orders You can edit / delete / import / export / de-duplicate numerous sales records at once. This is useful when you are modifying details that are common to a group of sales order records. For example, you may have a set of sales orders with old terms and conditions that need to be revised as per updated versions...

... Mass Management of Services You can edit / delete / import / export / de-duplicate multiple service records at once. This is useful when you are updating details that are common to a set of service records. Tip : If you want to update the details of a sin gle service record: Open the 'Services List', click the service name then click the 'Edit...

... Associate Asset Records to an Invoice If you deliver goods which require special follow up services then 'Assets' allow you track serial numbers and other product attributes. Each asset is associated with a product sale and includes items such as date of sale, the name of the staff whom closed the sale, whether the product is still in service or...

... Associate Records from other Modules to a Campaign The 'Campaigns Details' interface lets you associate records from various CRM modules (contacts, leads, opportunities, customer organizations) with a campaign record. Administrators can view and manage these records and can initiate campaign emails to the prospects. View and manage the contact records associated with a campaign record Click 'All' > 'Campaigns' (under...