Documenting a network

[sanstech]

I would like to create a book for each of my clients which provides information, logins and passwords and brief data about their network.

Can I do this with Commitcrm?

[Support Team]

Thank you for posting this.

Sure, you can add this information under Account Structured Note. Using this feature you can create a template with entries that can be easily added to another Account later.

A similar option is also available at Asset level - Configuration Note.

Hope this helps.

[lpopejoy]

SIPortal.com.

Configuration notes and assets can get you close, but SIPortal is so robust for this - as that is exactly what it was built for.

[TerrapinIT]

+1 for SI Portal - great product

[SomeJoe7777]

3rd thumbs up for SI Portal ... this is what we use and it's specifically designed for this task.

[lpopejoy]

FYI, for anyone using SIPortal, the new update they just released works GREAT for CommitCRM online services. Simple to setup:

http://kb.siportal.com/portal3/kb/#article/?rID=KB&KBID=7278&Method=View&Permalink=3F28241D47717F5E455B535C627F705748455456 6170703F3F4CDAEDAEC90F09B74E86833FAA261F92129BE234 898A6A6C3116ACBCCAF31A013025E48B3FC61D6A64A5

[Stanley Ng]

Hi Luke,

Would it be a challenge for MSP to managed these platform?
RMM = LT
PSA = CommitCRM
Knowledgebase, SOP = Siportal

We have cross the platform to from the puzzle as a picture.
Cloud version of siportal is better or On-Premise?
We are using LogicNow as RMM and CommitCRM as PSA.

Thanks
Stan

[Stanley Ng]

Hi Commit,

How do we differentiate the usage of "Account Structure Note" and "Configuration Note"?

Thank You

[Support Team]

​We're not 100% following you here. ​Configuration Notes are used to manage, track and follow the entire configuration of a specific Asset. You can use configuration templates or custom add configuration entries as needed.
So - configuration notes are only available for Assets and are meant for configuration management.

The Account Structure Note is some else. This can be used to manage information that you wish to track at the customer account level - anything from sales related, categorizations, or anything else that you wish to track and manage at the customer level. Think of it as an option to easily manage custom fields for customer Accounts.

[Stanley Ng]

Hi Commit,

Thanks for the reply.
I wasn't used this features, I will try a few more times to get used to it.

Thank You

[Support Team]

You're welcome!