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...Comodo Client – Security (CCS) configuration, resource usage and more. See http://help.comodo.com/topic-399-1-786-10175-View-Summary-Information.html for more details of the information contained in this interface. Assigned To The name of the column header depends on the ticket status that you have selected. For example, for 'Unassigned' tickets the column header will be 'Department'. Assigned To: The name of the staff member to whom the ticket is assigned Department: The name of the department to which the ticket is assigned Customer The company of the user who raised the ticket. Source The channel through which the ticket was created. Possible channels are: Phone...

... Manage Service Desk Components   Click 'Admin Panel' > 'Manage' The 'Manage' section lets you configure various important Service Desk settings: Click the following links to find out more about each component: Tickets Categories : Ticket categories are help topics that you present to end-users on your support portal. The categories let users select the area with which they need...

... Manage Marketing Campaigns   The 'Campaigns' module offers your marketing team the ability to schedule and execute mass marketing campaigns. Customer Relationship Management (CRM) helps you create, track, and optimize these initiatives. Your campaign goals will depend on the priorities of your organization, and can include raising brand awareness, obtaining new leads, converting leads to sales, or encouraging existing clients...

... Import and Export Records   Customer Relationship Management (CRM) allows you to import and export records to and from various modules. The example below describes how to import and export opportunity records. Import opportunity records You can import records in .csv or .vcf format. Prerequisites Make sure your imported file contains all mandatory information. For example, 'Opportunity Name' and 'Assigned...

... My Account Area To access the My Accounts area Switch to 'My Accounts' area of the Web Inspector PCI interface. By default, the 'Account Information' screen will be displayed. This interface allows you to: View/Modify your Account information provided while creating your account ; View your License information . View/Modify Your Account Information Account Email - Displays the email address of the subscriber...

... Associate Records from other Modules to Service Associating records from other modules to a service record allows you to track the workflows between different modules and monitor activities mapped to services. For example, associating a price book with a service record educates staff about costing. To view, add and manage associated records: Click 'All' >'Services' Click any service record...

... Associate Other Records with an Opportunity   Associating records from other modules to an opportunity allows you to improve visibility and workflows, integrate the opportunity with campaigns and keep track of activities on the opportunity. Associating an opportunity with a product or service quickly informs staff members which of your offerings are under discussion with the contact or organization. To...

... Manage Marketing Campaigns   The 'Campaigns' module offers your marketing team the ability to schedule and execute mass marketing campaigns. Customer Relationship Management (CRM) helps you create, track, and optimize these initiatives. Your campaign goals will depend on the priorities of your organization, and can include raising brand awareness, obtaining new leads, converting leads to sales, or encouraging existing clients...

... Manage Vendors   The 'Vendor List' interface displays all vendor added to the CRM inventory. Key information is also shown for each vendor, including vendor name, contact details, industry category and assigned staff member. Click on a vendor then click 'Edit' to update the vendor as required. The editing interface also allows you to view previous updates to the vendor...

... Email Templates Click 'All' > 'Email Templates' to open the template management interface. Email templates save your company time and let you send consistent, professional messaging to your customers. You can send emails using a template from most CRM modules, including the contacts, organizations, leads, quotes and invoice modules. Email templates are fully customizable using the built-in HTML editor...