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... View Staff Members Click 'Staff Panel' > 'Dashboard' > 'Staff Directory' The 'Staff Members' screen lists the name, department and contact details of all staff enrolled in service desk. Sorting Click a column header to sort items in ascending/descending order. The 'Show records' drop-down on the right allows you to select the number of entries to be displayed per...

... Manage Quotes The 'Quotes List' interface lets you view and update quotes details, including contact information, shipping information, assigned staff and more. Open a quote then click 'Edit' to view the quote action menu. You can email a quote to your customer as a PDF attachment, duplicate the quote, export the quote to pdf, create an invoice from the quote...

... Associate Records from other modules to a Products Associating records from other modules to a product allows you to improve visibility and workflows and keep track of activities relating to the product. Associating a product with a sales order, quickly informs staff members which of your offerings are listed to create an invoice. To view, add and manage associated records...

... Manage Services   The 'Services List' interface displays all services add to the CRM inventory. Key information is also shown for each service, including service number, commission rate, price information and so on. Click on a service then click 'Edit' to update the service as required. The editing interface also allows you to view previous updates to the service. You...

... View Staff Members The 'Staff Members' screen lists the name, department and contact details of all staff enrolled in service desk . Click 'Dashboard' > 'Staff Directory' to view the staff members screen. Sorting the items Click a column header to sort items in ascending/descending order. The 'Show records' drop-down on the right allows you to select the number of...

... Configure Android Client General Settings Click 'Settings' > 'Portal Set-up' > 'Client Settings' Open the 'Android' tab then click 'Client Configuration' This area lets you configure various settings for the Endpoint Manager Android client. Settings include update frequency, device alarms, uninstall protection and more. Configure the Android client Click 'Settings' > 'Portal Set-Up' > 'Client Settings' Click 'Android...

... Manage Quotes   The 'Quotes' interface allows you generate, view and manage customer quotes . You can perform the following actions on the 'Quote Manager' Interface. Create a new quote from scratch, or use a template to accelerate the process View a list of all existing quotes, including quote status and value Open a quote and respond to customer feedback Set...

... View Staff Members The 'Staff Members' screen lists the name, department and contact details of all staff enrolled in service desk . Click 'Dashboard' > 'Staff Directory' to view the staff members screen. Sorting the items Click a column header to sort items in ascending/descending order. The 'Show records' drop-down on the right allows you to select the number of...

... Configure Company Settings   Click the gear icon at top-right and select 'Settings' > 'Company Settings' The 'Company Settings' interface lets you specify organization details, address and other contact info. This info is displayed in quotes and notification emails. Company Settings – Form Parameters Form Element Description Company display name Your company name, as it should be displayed on the...

...  Wiping Data from your Device Remotely You can remotely erase all the confidential data including stored messages, contacts, call history, browser bookmarks and all the files stored in your SD card including pictures, music and video. Important Note: The Remote Wipe feature is not enabled by default on activating Anti-Theft. You need to manually enable the feature through...