Comodo Quote Manager allows you to add and save the contact details for two customer types:
• Client Companies -The companies added as customers to your Comodo One MSP account are automatically added
as client companies to Comodo Quote Manager with their available contact details. You can add new details or edit the contact details for those companies. Refer to the section Editing a Contact for more details. You can also add new companies as customers, specifically for CQM.
• Persons - Private customers or individuals, belonging to different companies to whom you wish to supply products and
services, can be added as customers to CQM. You can generate and manage price quotes for the items requested by them through CQM.
The quote created for a customer, will delivered to the email address of the respective contact, with a link for them to access the details and respond to the quote.
Private customers and client companies for whom you no longer need to generate quotes, can be archived, but if a requirement arises, they can be re-added to CQM. Archived customers will not be available for selection, while generating quotes.
You can add and manage the contact details from the 'Contacts' interface.
• To open the 'Contacts' interface, click 'Contacts' from the left side navigation
Searching and Filtering options:
• To search for a specific contact, enter the name of the person or company in part or full, as search criteria in the
Search field and click the magnifier icon. To remove the filter, click 'X' at the right of the search field.
• To filter the list based on the customer type, choose respective option from the left drop-down beside 'Filter'. The
available options are:
• Persons - Displays the list of only private customers • Companies - Displays the list of only client companies
• Persons & Companies - Displays the list of both private customers and client companies
• You can further filter the entries based on their availability, by choosing the option from the right drop-down. The
available options are:
• Current - Displays only the Persons/Companies that are currently available • Archived - Displays only the Persons/Companies that are added to archive
• Current and Archived - Displays both currently available and archived Persons/Companies.
Refer to the following sections for more details on:
• Adding a New Contact • Editing a Contact • Archiving a Customer
5.1
Adding a New Contact
You can include the name, phone/FAX number, email address, billing and shipping addresses, Skype ID, as contact details for new private customers and client companies.
To add a new customer
• Click 'New Contact' at the top right of the 'Contacts' interface
You can switch to the interface for adding a company by clicking the '...OR ADD NEW COMPANY' link. The forms for adding a person and a company are similar.
• Enter the contact details of the company/person to be added
Adding a Customer - Form Parameter Form element Description
First Name and Last Name These fields are available only for person. Enter the first name and last name of the private customer.
Company • For adding a person - Enter the name of the company to which the person belongs. • For adding a client company - Enter the name of the company
Email • For adding a person - Enter the email address of the person
• For adding a client company - Enter the email address of the contact person from the
Contact Info Allows you to add fields for details like phone number, FAX number, website and Skype ID, to communicate with the person/contact of the company.
To add a field
• Click 'ADD'
• Choose the field from the drop-down.
• Enter the detail
• Click 'ADD' and repeat the process to add more fields • To remove a field click 'X' at the right of it
Addresses Allows you to enter the billing address and shipment address for the customer. To add an address
• Click 'ADD'
• Choose the address type from the drop-down.
• To add more address types and addresses, click 'ADD' and repeat the process • To remove an address click 'X' at the top right of the address
• Click SAVE at the top to add the contact to the list.
The contact will be now available for generating and forwarding quotes.
• Repeat the process to add more customers.
5.2
Editing a Contact
The client companies added as customers to your Comodo One MSP account will be automatically added to Comodo Quote Manager with their available contact details. You can view the details, edit them, add more fields and addresses to the customer. You can also edit the contact details of manually added private customers and client companies at anytime.
To edit contact details
• Open the 'Contacts' interface by clicking 'Contacts' from the left side navigation • Click on the customer to open the contact details interface
• Edit the contact details
The process is similar to adding the details. Refer to the explanation for adding a contact in the previous section.
• Click 'Save' from the top for your change to take effect
5.3
Archiving a Customer
The private customers and client companies for whom you no longer need to generate quotes can be removed from the current customer list by moving them to Archive. You can re-add the customer at anytime if a requirement arises.
To archive a customer
• Open the 'Contacts' interface by clicking 'Contacts' from the left side navigation • Click on the Archive icon at the right end of the customer row.
The customer will be archived and will not be available in the default list of customers, and in the selecting list while creating a quote.
Alternatively, click on the customer to view the contact details, click the Options button from the top right and choose Archive from the drop-down
To view the list of archived customers
• Open the 'Contacts' interface by clicking 'Contacts' from the left side navigation • Choose the customer type from the left drop-down beside 'Filter'.
• Choose 'Archived' from the right drop-down.
• To re-add an archived customer to default available customer list, click the 'Unarchive' icon at the right end of the
customer row