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... Add a Vendor There are four possible ways to create a vendor record: Click 'All' > 'Vendors' > 'Add Vendors'. This will open the full 'New Vendor' form. See ' Create a New Vendor Record ' for more information. Quick create a record – Click the '+' button > Click 'Vendor'. Create a vendor by completing only basic details. Other details can be added...

... Add a Vendor There are four possible ways to create a vendor record: Click 'All' > 'Vendors' > 'Add Vendors'. This will open the full 'New Vendor' form. See ' Create a New Vendor Record ' for more information. Quick create a record – Click the '+' button > Click 'Vendor'. Create a vendor by completing only basic details. Other details can be added...

... Add a Purchase Order There are three ways to create a purchase order record: Click 'All' > 'Purchase Order' > 'Add Purchase Order'. This will open the full 'New Purchase Order' form. See ' Create a New Purchase Order Record ' for more information. Clone a record – Duplicate an existing vendor record to use as template for a new vendor record. See...

... Mass Management of Organizations Customer Relationship Management (CRM) allows you to edit, delete, add comments, send emails and 'Transfer Ownership' for multiple organizations simultaneously. This is useful when you are updating or altering details that are common to a set of organization records. For example, may have several organizations with different owners, different sale orders and different projected revenues, but...

... LDAP Import Configuration   The LDAP import screen lets you import users from the domain's Active Directory server. We recommend you create a separate user account for CASG to login to the AD server, and that this account be given read-only permissions. Configure LDAP import Open the 'Domains' interface Select the domain to which you want to import...

... Add a New Organization   New organizations can be created using as much or as little data as is available to you at the time. Details can include the organization name, contact details, address, industry vertical, annual revenue, assigned staff member and more. These details can be dynamically updated as the relationship with the company progresses. You can create organization...

... 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...

... 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...

... Add a New Organization   New organizations can be created using as much or as little data as is available to you at the time. Details can include the organization name, contact details, address, industry vertical, annual revenue, assigned staff member and more. These details can be dynamically updated as the relationship with the company progresses. You can create organization...

... 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...