Xcitium Platform

• Introduction To CRM
  • Login To CRM
• The CRM Admin 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

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 or be assigned to the same staff member.

Tip: If you want to update the details of a single asset record: Open the 'Assets List', click the asset name then click the 'Edit' button. See 'Manage Assets' for more details.

The interface allows you to:

• Edit asset records

• Delete asset records

• Import / Export asset records

• Find duplicates

Edit common details of several asset records

• Click 'All' > 'Assets' (under 'Inventory') to open the 'Assets List' interface

• Select the asset records to be edited

• Click 'Actions' and choose 'Edit'

The 'Mass Editing Assets' pop-up will appear:

This interface contains two tabs:

• Asset Details – Allows you to specify product name, shipping method, contact name and more. See this table for descriptions of the fields in the 'Asset Details' tab.

• Description Details - Allows you to enter a common description for the selected assets.

Click 'Save'.

Delete asset records

Asset records that are no longer required can be removed.

• Click 'All' > 'Assets' (under 'Inventory') to open the 'Assets List' interface

• Select the asset records to be edited

• Click 'Actions' and choose 'Delete'

• Click 'Yes' in the confirmation dialog to remove the record(s)
  

Import / export asset records

Export:

• Click 'All' > 'Assets'

• (Optional) Select the assets you wish to export

• Click 'Actions' > 'Export'

• Choose whether to export selected records, all visible records or all records

• Click 'Export Asset'.

• Assets are exported in .csv format

Import:

• Click 'All' > 'Assets'

• Click 'Actions' > 'Import'

• Browse to the file containing your asset records

• Specify the format of your file

• Click 'Next' to begin the import.

See 'Import and Export Records' for more information.

Find duplicates

You can find duplicates from multiple asset records at once.

• Click 'All' > 'Assets' (under 'Inventory') to open the 'Assets List' interface

• Click 'Actions' and choose 'Find Duplicates'

• Click in the 'Available Fields' box and choose the assets related fields from the drop down. 'Ignore empty values' means the Customer Relationship Management  (CRM) will not consider matching blank fields as indicating a duplicate.

• Click 'Find Duplicates'

• To delete a duplicate assets record, select it and click the delete button on the top left.

• To merge duplicate records, select them in the 'Merge Select' rows and click 'Merge'

• The selected 'Record #' is the primary record. Select other record to change the primary record.

• Select the column values that should be retained in the merged primary record. Please note you can select only one column value for the merged record.

• Click 'Merge'. The records will be merged and displayed in the 'Assets List' page as per the selected column values.