The first step to carry out any site related function is to locate the site. Cynergy's powerful search feature and the enables you to search for and locate the exact site you are looking for with minimal effort.
From the menu bar click the Search drop down menu. Now browse down to the CRM option. When CRM is highlighted, a pop-out menu is displayed to the right. Select Site from the pop-out menu by clicking on it.
The CRM Search page is displayed. The Search field is displayed with the Site option selected from the drop-down list. You can enter as much information or as little information as the Search Criteria. Fill in the information about the site in the respective fields. Now check any of the options necessary for this search.
Click the Search button. All the sites matching the information you entered as search criteria will be displayed in a tabular form with complete details.
Click on a site name in the Site column to go to the site information page for that site. All the site related functions can be launched from the site information page.
Select the checkbox for a site to select that site for activation or deactivation. The page refreshes and the selected sites will be displayed in an orange background to indicate that they have been selected.
You can also select several sites using the checkboxes and save them as a group using the Save Selected Records As: field below the list. To do this:
Select all the sites you want to include in the group using the checkboxes.
Type in a name for the group in Save Selected Records As: field.
Select the Make Group Available To All Users checkbox if you would like the group to be available to everyone.
Click the Save button to save selected sites as a group.