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...Comodo One: Click the 'New Customer' button: Complete all mandatory fields then click 'Save'. Click the 'Customers' button in the main navigation to view your new customer. Add a standalone customer to Service Desk Click 'Staff Panel' > 'Users' > 'Customers' Click 'Add New Customer' at the top Name : Enter a label for the customer company. Web Domain : Enter the domain that the customer uses for employee email. For example, enter 'example.com' if the customer's employees have email addresses like alice@example.com. Service Desk creates two new users with email addresses in this domain - 'Monitor Agent' and 'Patch Management...
http://help.comodo.com/topic-289-1-836-10585-Step-7---Create-New-Customers-and-Assign-Users-to-Customers.html...Contact name, email address and your role in the subscribing Organization, as a token of digitally signing the attestation form and click 'Next'. Immediately, the report pack generation will be started. On completion, your report pack will be reviewed by our support staff and will be passed on for download. This will be indicated by a dialog. Click 'Yes'. To check your report pack status, click the “Report Packs” tab in the 'Reports' area. The status of your requested report pack will be displayed. Once the pack is generated and reviewed by our PCI CSS approved support staff, it will...
http://help.comodo.com/topic-208-1-490-5188-Downloading-Reports-Pack.html...Comodo Dragon module will simply state the name of the module responsible. For example, 'RMM Generated Ticket'. The icon indicates that one or more collaborators have been added to the ticket CC list From - The name of the user who created the ticket, or on whose behalf the ticket was created. Priority - The criticality of the ticket. Ticket priority depends on the settings in 'Ticket Category', 'Department' and 'Ticket Filters'. Tickets sent in by email can have their priority set by the sender's mail client. This has to be enabled in 'Admin Panel' > 'Settings' > 'Emails...
http://help.comodo.com/topic-457-1-990-14535-Manage-Tickets.html... My Profile Click 'Staff Panel' > 'Dashboard' > 'My Profile' 'My Account Profile' allows staff to edit their name, email address, phone numbers, language, time zone and more. Contact Information Username: The login username of the staff member. Cannot be edited Person Name: Full name of the staff member. Cannot be edited Email Address: The email address of the...
http://help.comodo.com/topic-457-1-990-14543-My-Profile.html... Associate Records from other modules to a Sales Order You can associate a sales order with a product, organization, contact, opportunity or quote.There are two ways to do this: 1. From within another module Open any product, organization, contact, opportunity or quote record Click 'Sales Order' in the right-hand menu to view and add sales orders 2. While...
http://help.comodo.com/topic-457-1-983-14617-Associate-Records-from-other-modules-to-a-Sales-Order.html... Company Profile and Support Portal Settings Click 'Admin Panel' > 'Settings' > 'Company' The company profile area contains details about your organization and lets you customize your support portal Your support portal is the site where your users can submit tickets and track tickets or read your support content. The URL of your portal is https://[ your company name].servicedesk.comodo.com...
http://help.comodo.com/topic-457-1-990-14494-Company-Profile-and-Support-Portal-Settings.html... Create a Support Ticket You can create a support ticket by right-clicking on the EM tray icon if you need help to resolve an issue. Click ‘Submit Ticket’ to contact Service Desk tech support with any issues you have: Right-click on the communication client tray icon and select 'Submit ticket' Describe your issue in the 'Submit Ticket' form...
http://help.comodo.com/topic-399-1-789-11967-Create-a-Support-Ticket.html... Leads A 'Lead' is a potential customer or prospect. Generating a lead is the first step of the sales process in CRM . Lead records are designed to store all known information on lead, including company name, address, contact details and the lead's current position in the sales funnel. Every unqualified contact/account should become a lead. The 'Leads' area lets...
http://help.comodo.com/topic-457-1-983-14578-Leads.html... Leads A 'Lead' is a potential customer or prospect. Generating a lead is the first step of the sales process in CRM . Lead records are designed to store all known information on lead, including company name, address, contact details and the lead's current position in the sales funnel. Every unqualified contact/account should become a lead. The 'Leads' area lets...
http://help.comodo.com/topic-289-1-845-10868-Leads.html... Associate Records from other modules to a Sales Order You can associate a sales order with a product, organization, contact, opportunity or quote.There are two ways to do this: 1. From within another module Open any product, organization, contact, opportunity or quote record Click 'Sales Order' in the right-hand menu to view and add sales orders 2. While...
http://help.comodo.com/topic-289-1-845-11953-Associate-Records-from-other-modules-to-a-Sales-Order.html