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... 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...

... Mass Management of Assets   You can edit, delete and add comments for several asset records at once. This is useful when you are updating or altering details that are common to a set of asset records. For example, you may have several asset records concerning different products, but would like all of them to use a common shipping method...

... Analytics   The 'Reports' interface allows you to generate, view and manage reports on every aspect of Customer Relationship Management (CRM). Reports can be exported to .xls or to .csv. Click 'All' > 'Reports' to open the reports interface. Click '+ Report' > 'Detail Report' to create a new report You can create custom reports on any the following primary modules...

... 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...

... Manage Leads   The 'Lead List' interface lets you view and update lead details, including contact information, industry, assigned staff member and more You can also schedule activities and events for the lead from this interface. The activities will be reflected in the calendars of team members assigned to the lead You can associate email, product, campaign and services records...

... 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...

... Track Campaigns The 'Campaign Details' interface of a record allows you to view and update details such as cost, sales, ROI and more. It also allows you to schedule activities like events, meetings, phone calls etc., to the campaign record. The activities will be reflected in the calendar of the administrators and the staff member assigned to coordinate the campaign...

... Manage Leads   The 'Lead List' interface lets you view and update lead details, including contact information, industry, assigned staff member and more You can also schedule activities and events for the lead from this interface. The activities will be reflected in the calendars of team members assigned to the lead You can associate email, product, campaign and services records...

... Track Campaigns The 'Campaign Details' interface of a record allows you to view and update details such as cost, sales, ROI and more. It also allows you to schedule activities like events, meetings, phone calls etc., to the campaign record. The activities will be reflected in the calendar of the administrators and the staff member assigned to coordinate the campaign...

... Analytics   The 'Reports' interface allows you to generate, view and manage reports on every aspect of Customer Relationship Management (CRM). Reports can be exported to .xls or to .csv. Click 'All' > 'Reports' to open the reports interface.   Click '+ Report' > 'Detail Report' to create a new report. You can create custom reports on any the following primary...