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... 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...

... 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...

... 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 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...

... Associate Records from other Modules to a Contact   The 'Contacts Summary' interface lets you associate various records with a contact. Records you can associate include opportunities, campaigns, invoices, purchase orders, quotes and more. Contacts that are members of a single organization will be listed in the organization record on viewing its associated contacts. To view and manage the records...

... 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...

... 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 Quotes   Customer Relationship Management (CRM) allows you to edit, delete, import/export and de-depulicate multiple quotes simultaneously. This is useful, for example, should you need to update a specific detail which is common to a set of quotes. The interface allows you to: Edit quote records Delete quote records Import and export quote records Find Duplicate...

... Generate a Report By default, all reports are stored in the 'All Reports' folder. You can also create custom report folders as required. Click 'All' > 'Reports' Click the 'Add Report' drop-down button. There are two available report options: Details Report - Provides a customized view of client based activities Charts - Allows you to create a custom chart Report Details...

... 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...