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... 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...

... Add Price Books There are five possible ways to create a price book record: Click 'All' > 'Price books' > 'Add Price book'. See ' Create a New Price Book Record ' for more information. Quick create a record – Add a new price book record with the minimum required information. Other details can be added later as required. See ' Quick Create a...

... Using Issue Tracker Issue Tracker helps you maintain the security and efficiency of your computer by automatically identifying problems on your computer and helping you to fix them. For example, Issue Tracker will alert you if you have too many startup programs/services (can cause computer slow down); an inefficient registry (can also cause slow down and crashes) or your hard...

... Generate a Report By default, all reports are stored in the 'All Reports' folder. You can also create custom report folders as required. Click 'All' > 'Reports' Click the 'Add Report' drop-down button. There are two available report options: Details Report - Provides a customized view of client based activities Charts - Allows you to create a custom chart Report Details...

... Add Price Books There are five possible ways to create a price book record: Click 'All' > 'Price books' > 'Add Price book'. See ' Create a New Price Book Record ' for more information. Quick create a record – Add a new price book record with the minimum required information. Other details can be added later as required. See ' Quick Create a...

... Quarantine CASG 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. The link will expire after 24 hours. See ' Manage Profile Settings...

... Custom Views   The 'filter' drop-down at the top-center of a module's index page lets you create custom views of your records For example, you can create quick views of campaign records which are assigned to a certain person, which are due to close by a certain date, or which have a certain expected revenue. You can...

... Add Services The services interface allows you to add and keep track of services that are required and rendered to customers. There are five possible ways to create a service record: Create a new service record – Click 'All' > 'Services' > 'Add Services'. See ' Create a New Services Record ' for more information. Quick create a record – Add a new services...

... Mass Management of Vendors You can perform the same action on multiple vendors records at once. This is useful when you are updating details that are common to a set of vendor records. To manage multiple records: Click 'All' > 'Vendors' to open the list of vendors Select the vendors you want to work on using the check-boxes to...

... Manage Invoices The 'Invoice List' interface lets you view and update invoice details, including contact information, industry, assigned staff member and more. You can also schedule 'To Do' activities for the invoice from this interface. The activities will be reflected in the calendars of team members assigned to the invoice. You can associate assets records to an invoice from here...