Comodo One

• Introduction To CRM
  • Login To CRM
• The CRM Administrative Console
  • View And Manage The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option In CRM
• Marketing And Sales
  • Manage Marketing Campaigns
    • Add Campaign Records
    • Track Campaigns
    • Associate Records From Other Modules To A Campaign
    • Mass Management Of Campaigns
  • Leads
    • Create New Leads
    • Manage Leads
    • Associate Other Records With A Lead
    • Mass Management Of Leads
  • Organizations
    • Add A New Organization
    • Manage Organizations
    • Associate Records From Other Modules To An Organization
    • Mass Management Of Organizations
  • Contacts
    • Add A New Contact
    • Manage Contacts
    • Associate Records From Other Modules To A Contact
    • Mass Management Of Contacts
  • Opportunities
    • Add An Opportunity
    • Manage Opportunities
    • Associate Other Records With An Opportunity
    • Mass Management Of Opportunities
  • Quotes
    • Create Quotes
    • Manage Quotes
    • Associate Records From Other Modules To A Quote
    • Mass Management Of Quotes
  • Invoices
    • Create An Invoice
    • Manage Invoices
    • Associate Asset Records To An Invoice
    • Mass Management Of Invoices
  • Sales Orders
    • Add A Sales Order
    • Manage Sales Orders
    • Associate Records From Other Modules To A Sales Order
    • Mass Management Of Sales Orders
  • Import And Export Records
  • Emails
• Inventory
  • Assets
    • Create An Asset Record
    • Manage Assets
    • Mass Management Of Assets
  • Products
    • Add A Product
    • Manage Products
    • Associate Records From Other Modules To A Products
    • Mass Management Of Products
  • Services
    • Add Services
    • Manage Services
    • Associate Records From Other Modules To Service
    • Mass Management Of Services
  • Price Books
    • Add Price Books
    • Manage Price Books
    • Mass Management Of Price Books
  • Vendors
    • Add A Vendor
    • Manage Vendors
    • Associate Records From Other Modules To Vendors
    • Mass Management Of Vendors
  • Purchase Orders
    • Add A Purchase Order
    • Manage Purchase Orders
• Tools
  • Email Templates
  • Add Website Bookmarks
  • View And Manage Calendars
    • Manage Shared Calendar
    • Update And Manage Calendar Entries
    • Manage Calendar Settings
  • Recycle Bin
• Analytics
  • Generate A Report
  • Manage Reports
• Configure CRM Settings
  • Configure The Picklist Editor
  • Manage Company Details
  • Configure Miscellaneous Settings
    • Outgoing Email Server Settings
    • Edit Terms And Conditions
    • Manage Currencies
    • Manage Tax Calculations
• Custom Views
• About Comodo Security Solutions

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:

• Click 'All' > 'Products'

• Click any product record to open its detail page

The menu on the right shows modules that can be associated with the product. Click any of these links to view records that have already been associated with the product:

You can use these links to create records in the other modules which will be linked to the product.

You can associate following records with a product:

• Quotes – View existing quotes associated with the product. Generate a new quote for the product

• Purchase Order - View associated purchase order for the product record

• Sales Order – Generate the sales order for the product record

• Invoice – Generate the invoice for the sales order generated for the product record

• Price Books - Add a price book to the product. This will help you while generating Commercial documents like Invoice and Quotes

• Leads – Associate the existing lead to the product record

• Organizations - Associate the existing organizations to the product record

• Contacts - Associate the existing contact to the product record

• Product Bundles - Feature to have sub-products for products and select the products into cart when creating an sales order, Purchase order, invoice or quote based on the hierarchy

• Parent Product – View and add a product family and classify similar products in it

• Assets - View and create assets related to the product

The example below describes how to view and manage the 'Product' records associated with 'Assets'. A similar process can be followed to associate other module types.

• Click 'All' > 'Product'

• Click on a product in the list then click 'Assets' on the right

The interface allows you to:

• Associate new product record with assets

• Manage associated product record

Associate product Records with an assets

As mentioned earlier, open a product record then click 'Assets' on the right.

• Click the 'Add Asset ' button.

• This will display a 'Quick Create Asset' dialog where you can enter basic asset details:

The asset will be added to the list of 'Assets' associated with the record. Deleting this record will dissociate the asset record from this list.

Manage Associated Product Records

The associated product modules lets you view and edit product details, and dissociate assets.

• Mouse over a asset record to view the options at the far right end of the row

• The following options are available:

	-	Opens the asset details interface of the respective asset record. See 'Assets' for more details.
	-	Allows you to edit the asset details. See 'Assets' for more details.
	-	Removes the association between the asset and the product. Note, this doesn't remove the service itself, which will remain available in the 'Assets' module.

In the similar manner you can associate and manage records from other modules that are listed on the right.