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Search: Posts Made By: Craig Corfield
Forum: Reports April 18th, 2019, 05:48 AM
Replies: 24
Posted By Craig Corfield
Are you using a system DSN ODBC connection?
Forum: RangerMSP Software Discussion Forum (CCRM) November 26th, 2018, 02:24 AM
Replies: 4
Posted By Craig Corfield
Hi Stephan,

The reporting isn't too much of a concern as we can use Power BI to pull any reports needed.

The inventory items is a massive concern obviously. Do you perhaps know if there is an add...
Forum: RangerMSP Software Discussion Forum (CCRM) October 30th, 2018, 07:01 AM
Replies: 4
Posted By Craig Corfield
Hi Nattivillin,

We have been using quickbooks for some time now as well but our accountant uses Xero so just wanted valuable feedback like yours to some of the possible shortfalls.

Thank you for...
Forum: RangerMSP Software Discussion Forum (CCRM) October 4th, 2018, 10:08 AM
Replies: 4
Posted By Craig Corfield
Hi Everyone,

Just want to get an indication of who is using what accounting package and what pros / cons you are experiencing with each.
Forum: RangerMSP Software Discussion Forum (CCRM) October 4th, 2018, 03:32 AM
Replies: 23
Posted By Craig Corfield
We have just finished working with Stanley on the asset report which you can get a better understanding of here
Forum: RangerMSP Software Discussion Forum (CCRM) October 3rd, 2018, 05:52 AM
Replies: 1
Posted By Craig Corfield
CommitCRM Asset Details tab:


/forum_images/Power_BI_assets_details_tab.JPG


Power BI Asset Report:

/forum_images/Power_BI_assets_report.JPG
Forum: RangerMSP Software Discussion Forum (CCRM) October 3rd, 2018, 05:41 AM
Replies: 1
Posted By Craig Corfield
Hi All,

Following discussions with fellow CommitCRM users we have implemented power BI reports for the assets. These enable reports to show assets expiring by date order, product types as well as...
Forum: RangerMSP Software Discussion Forum (CCRM) September 20th, 2018, 03:52 PM
Replies: 23
Posted By Craig Corfield
Hi Stanley Ng,

Not to worry. We are based in South Africa so have a relative exchange rate. We have recently signed an implementation deal with Absolutely PC.

I have replied on email with more...
Forum: RangerMSP Software Discussion Forum (CCRM) September 13th, 2018, 05:29 AM
Replies: 23
Posted By Craig Corfield
Hi,

Would be glad to assist. Much easier to replicate it. With your guys exchange rate it would be pennies to you as well.

Please send me a mail to craig@multi.co.za and we can discuss further.
Forum: Reports August 12th, 2018, 02:01 PM
Replies: 24
Posted By Craig Corfield
This is for the contracts and assets for technicians
Forum: Reports August 12th, 2018, 02:00 PM
Replies: 24
Posted By Craig Corfield
Ill have to block out the sensitive information but here is what the technicians power BI report looks like. We have one for sales as well as for the customers. Also using it for KPI and surveys.
Forum: Reports April 12th, 2018, 01:57 AM
Replies: 24
Posted By Craig Corfield
Hi Bridgesint,

I would highly recommend you map the drive of your CommitCRM server as well. This is essential for the odbc connection.

Craig
Forum: Reports February 10th, 2018, 10:13 AM
Replies: 24
Posted By Craig Corfield
You would create a ODBC connection into the DB. We have perfected the reporting and would highly recommend using power BI.
Forum: Reports August 9th, 2017, 02:22 PM
Replies: 24
Posted By Craig Corfield
I have completed the Accounts and Tickets reporting as well as the employees for the tickets as well. Still working on getting feedback on this first. Once thats done will put up a screenshot.
Forum: RangerMSP Software Discussion Forum (CCRM) August 6th, 2017, 01:08 PM
Replies: 23
Posted By Craig Corfield
Hi Luke,

That looks really decent!

I suppose you could put each category in a table to colour each background. Colouring the background is easy enough but then shaping the corners and all that is...
Forum: RangerMSP Software Discussion Forum (CCRM) August 4th, 2017, 02:31 AM
Replies: 23
Posted By Craig Corfield
Hi Luke,

Fully agree with the image problem. It does seem to be working but agree that the html coding in the email for the numbers is the right way to go.

Using Power BI to pull the data from your...
Forum: RangerMSP Software Discussion Forum (CCRM) August 3rd, 2017, 08:27 AM
Replies: 23
Posted By Craig Corfield
Hi Luke,

Thanks. The numbers are images each with their own piping code so that the user doesnt have to fill that detail out again. They are highly compressed (1KB each) so each mail has loaded the...
Forum: RangerMSP Software Discussion Forum (CCRM) July 31st, 2017, 08:02 AM
Replies: 23
Posted By Craig Corfield
/forum_images/z_customer_image_power_bi_screenshot.png

This is the result using Power Bi to get a fully interactive dashboard
Forum: RangerMSP Software Discussion Forum (CCRM) July 31st, 2017, 07:15 AM
Replies: 23
Posted By Craig Corfield
Hi Commit, please advise how best to embed the image? I want to add the power BI dashboard to this thread as that the real power of the surveys.

Thanks
Forum: Reports July 29th, 2017, 04:36 PM
Replies: 24
Posted By Craig Corfield
Has anyone done a Power BI report from CommitCRM?

I have gotten incredibly far with the Power BI reporting for CommitCRM (Set up connection, set up gateway, done a ton of DAX calculations for...
Forum: RangerMSP Software Discussion Forum (CCRM) July 29th, 2017, 04:22 PM
Replies: 3
Posted By Craig Corfield
pops100uk try using filters to manage your tickets. You can check last update date open for more than X days etc. Works well for us :)
Forum: RangerMSP Software Discussion Forum (CCRM) July 29th, 2017, 03:59 PM
Replies: 23
Posted By Craig Corfield
Here is what the email to the client looks like:
-----------------------------



/forum_images/z_customer_image_survey_email_capture.jpg



-----------------------------
Forum: RangerMSP Software Discussion Forum (CCRM) July 29th, 2017, 03:51 PM
Replies: 23
Posted By Craig Corfield
Here is what the survey looks like:


/forum_images/z_customer_image_survey_capture.jpg
Forum: RangerMSP Software Discussion Forum (CCRM) July 29th, 2017, 03:51 PM
Replies: 23
Posted By Craig Corfield
Hi Everyone,

Just thought i would help everyone else out here. Over the past week or so we have been implementing a powerful survey feature to our ticketing system. We have looked at all the...
Forum: RangerMSP Software Discussion Forum (CCRM) July 12th, 2016, 02:08 AM
Replies: 3
Posted By Craig Corfield
Hi rfbalmer,

Do you simply send out open quote reports every two weeks or do you have something that notes when the initial quote was sent and then resends the open quote two weeks after the initial...
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