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... 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...

... 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...

... Remote Lock  If your device is mislaid, lost or stolen, you can lock the home screen by sending a remote command, to prevent it being mishandled. Once you get the device back, you can unlock it by entering the Antitheft account password. The lock screen can also display a message requesting the person in possession of your device to...

... Remote Lock   You can lock the home screen of your mislaid, lost or stolen device by sending a remote command from the web console, in order to prevent it being mishandled. Once you get the device back, you can unlock it by entering the Antitheft account password. You can also specify a message to be displayed on the lock...

... 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...

... 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. View, add and manage associated records: Click 'All' >'Services' Click any service record to...

...Comodo Anti-spam software . The quarantine interface allows you to manage those mails. You can read and even download attachments from them if you are sure they are safe. There are two ways you can view quarantined mails: From the Notification email From the CASG User Interface Quarantine Notification Email   All spam or mails containing malicious content or attachments are moved to quarantine. You will receive a notification when we quarantine one of your emails. The notification mail has a link that allows you to view the message. Click the link in the 'Subject' field. In the example above...

... Edit a Policy The management console allows you to edit a secure application policy so that changes will be applied to the endpoints in the next polling cycle.Endpoints will contact the management console at the time interval specified in ' Preferences ' to check for any policy updates. To edit a secure application policy name, click 'Polices Management' on the left and...

... Create a New Quote Template You can create quote templates for frequently requested orders. Each template includes specific items and prices. You choose the template just before clicking the '+ New Quote' button:   You can, of course, customize the details in the template as you go through the new quote wizard An existing quote can also be used as the...

... Organizations An organization represents a company or an institution that has multiple employees associated with it. Their employees, considered as contacts, can be directly associated to an organization record. You can track business deals through the opportunities of an organization. If the deal is won, the organization will become a customer. If not, you still retain a repository of information...