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... 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. Manage the company details Click the gear icon at the top right Choose 'Settings' from the drop-down Click 'Customer...

... LDAP Import Configuration   The LDAP Import Configuration interface allows you to to configure CSEG to import users from the domain's Active Directory server.  We recommend you create a separate user account for CSEG to login to the AD server, and that this account be given read-only permissions. C onfigure LDAP import Open the 'Domains' interface Select...

... Add Campaign Records Customer Relationship Management (CRM) allows you to effectively track the progress and outcome of any marketing campaign conducted by your company. Campaigns details can include the product/service promoted, the medium or channel of the campaign, target audience, budgets, expected sales results, return on investment (ROI) and more. These details can be dynamically updated as the campaign progresses...

... 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...

... Canned Responses Click 'Staff Panel' > 'Knowledgebase' > 'Canned Responses' Canned responses are saved answers to common problems that your staff can quickly paste into a ticket. Admins should enable canned responses at 'Admin Panel' > 'Settings' > 'Knowledgebase' interface. See Knowledge Base Settings and Options for help to do this. You can automatically send a canned response in reply...

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

... 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...

... 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...

... 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...

... Outgoing Smarthost Setup    If you use  a dynamic IP or you are unable to get the proper PTR records set up then you might need to consider using a smarthost. In this case all outgoing messages would be sent to CASG mailserver and the actual recipient would be contacted by CASG mailserver itself. Please note that for...