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... 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...

... Configure Audit Log Settings Click 'Settings' > 'Settings' > 'Portal Set-up' then the 'Logging Settings' tab Log settings section is available to customers on request. Please contact your account manager if you want to enable this feature for your Xcitium Enterprise portal. The log settings area lets you configure log forwarding to a syslog server. For example, you can...

... SSL/HTTPS Security Settings The 'SSL/HTTPS' security setting allows you to view and modify settings relating to SSL certificates and security protocols. View and manage SSL/HTTPS and settings Click the menu button located at the top-right Select 'Settings' > scroll down and click 'Advanced' Scroll down to the 'Privacy and security' section Click 'Manage certificates' This allows you to view...

... Step 3 - Add Users You can add new user accounts using any of the following methods: Manually add users . Add individual users to Xcitium .You need to specify their name, email address, and their role. Import users from a CSV file . Bulk import users from a comma separated values file. Import users from Active Directory (AD) . This method is covered...

... Configure Audit Log Settings Click 'Settings' > 'Portal Set-up' then the 'Logging Settings' tab Log settings section is available to customers on request. Please contact your account manager if you want to enable this feature for your EM portal. The log settings area lets you configure log forwarding to a syslog server. For example, you can use this setting...

... Generate Cost Reports Click 'Admin Panel' > 'Finance' > 'Cost' Cost reports let you view billing details for a selected time period for any organization. Each report includes per-contract fees and any charges for additional hours or materials/expenses. Cost by Customer - Total costs which apply to a customer from all sources. Cost by Contract - The costs generated by a...

... 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...

... Tools   Click 'All' > 'Tools' to view items in the tools menu The tools menu contains:   Email Templates – View, add and edit company email templates. Templates can be used when sending emails to leads, opportunities, contacts, organizations and vendors. You can also use templates to send quotes, invoices, sales orders and purchase orders. Our Sites – View, manage and...

... Quarantine CSEG scans all messages received by your mail server to identify spam and malicious email. If enabled by your administrator or by yourself, you will receive notifications when a mail sent to you or your aliases is quarantined. The notification mail contains a link to view the message. See ' Manage Profile Settings ' for more details about enabling/disabling quarantine mail...

... How to Get a New Password   If you have forgotten your password, you can reset it using one of the following methods: Click the 'Forgotten your password?' link under the login button Request your administrator to generate a new password for you. If you want to change your password for other reasons then login, click 'My Profile' then 'Change...