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

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 record with the minimum required information. Other details can be added later as required. See 'Quick Create a Services Record' for details.

• Clone a record – Duplicate an existing service record to use as the starting point of a new product. See 'Clone a Product Record' for more information.

• Import Service records – Import a list of services records from a .csv or .vcf file. See 'Importe Services Records' for details.

Create a New Services Record

• Click 'All' > 'Services', or click 'Services' on the title bar

• Click the 'Add Service' button 

• The 'Create New Services' page will open: 

Create New Services – Form Parameters
Form Parameter	Description
Services Details
Services Name	Specify the service name. This field is mandatory.
Usage Unit	Choose whether the service is offered in hours, days or per incident.
Active	Enabled if the service provided is active before generating an invoice.
Number of Units	Optional. If your service is measured in units, please specify how many units constitute one service offering.
Website	Specify the web site URL of the service.
Category	Select the service category from the drop-down. Contact your administrator to add or remove a category.
Owner	Select the name of the user or user group to whom the service should be assigned.
Support Start Date	Contracted start date for your support service.
Sales End Date	End of sales contract.
Support Expiry Date	Contracted end date for your support service.
Pricing Information
Price	Cost of the service. Click 'More Currencies' to change the currency. You can manage currencies by clicking the gear icon on the top right, 'CRM Settings' > 'Other Settings' > 'Currencies'.
Commission Rate	The commission paid to the supplier vendor for purchasing the service.
Taxes	The applicable taxes for the product. The enabled tax fields will be shown. You can manage taxes by clicking the gear icon on the top right, 'CRM Settings' > 'Other Settings' > 'Calculations'.
Description Details
Description	Enter any information and directions you would like to add about the service.

• Click 'Save'. The product will be saved and added to the list in the 'Services List' interface

Quick Create a New Service Record

The 'Quick Create' option allows you to create a service record from any interface. It requires you to enter only basic details.

• Click the '+' button at the top right from any interface of CRM and choose 'Service' from the options.

•  You can add more details by clicking 'Go to full form'. You can also edit the record at a later date to add more information.

• Complete the basic service details (service name, price, active/inactive)

• If you want to view and enter all details, click 'Go to full form'. Descriptions of the form parameters are available in this table. 

• Click 'Save' 

The service will be added to the list of records in the 'Service List' interface.

Clone a Service Record

CRM allows you to copy an existing service record to use as a template for a new record. You can then edit the cloned record as required.

• Click 'All' > 'Services' to open the 'Service List' interface 

• Click the name of the service record you want to clone 

• Click 'More' at the top right and choose 'Duplicate' 

The 'Create New Service' form will open with the details populated from the original record.

• Enter a details for the new service

• Edit the details as required. Descriptions of the form parameters are available in the table above

• Click 'Save'.

The service record will be saved and added to the 'Services List' interface.

Import Service Records

Another method of creating a service record is to import from a created list of service records.

• Click 'All' > 'Services' to open the 'Services List' interface

• Click 'Actions' > 'Import'

Follow the on-screen instructions to import the desired services records. See 'Import and Export Records' for more information.