Forum: RangerMSP Software Discussion Forum (CCRM)
July 30th, 2020, 11:22 AM
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Replies: 2
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 30th, 2020, 10:34 AM
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Replies: 2
Is there a way to edit a structured note template so that it changes on every account that has it applied?
Thanks.
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Forum: RangerMSP Software Discussion Forum (CCRM)
January 6th, 2016, 08:35 AM
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Replies: 3
Is there a way to create a quote from an opportunity?
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Forum: RangerMSP Software Discussion Forum (CCRM)
September 14th, 2015, 10:10 AM
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Replies: 1
When I place a doc into CommitCRM I can choose a category. Is it possible to keep users from seeing certain categories? EX: I don't want a tech to see Admin or Sales docs.
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Forum: RangerMSP Software Discussion Forum (CCRM)
January 22nd, 2015, 08:20 AM
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Replies: 7
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Forum: RangerMSP Software Discussion Forum (CCRM)
January 22nd, 2015, 08:19 AM
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Replies: 2
Could you clarify what you mean by "the Webinterface works on a MAC"? Do you mean you have the service running on a MAC?
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Forum: RangerMSP Software Discussion Forum (CCRM)
April 1st, 2014, 02:08 PM
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Replies: 3
Haha...not biting on this one. I see what you are doing! :)
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 7th, 2014, 12:50 PM
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Replies: 7
Ok...I found the issue. I didn't realize I need to turn it on under Tools>Options>Alerts as well. I did and they tested successfully. I knew it was a simple thing! Thanks for pointing me in the...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 7th, 2014, 07:41 AM
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Replies: 7
Thanks for the reply. Yes the service is on. I get alerts sent to me. I have my preferences set to notify me for every ticket. The Techs preferences are set to notify them if they are the Ticket...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 6th, 2014, 02:48 PM
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Replies: 7
Yes I checked to make sure that they are set to receive tickets they are the Manager of. Still nothing.
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 5th, 2014, 01:13 PM
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Replies: 7
When I am opening tickets my Ticket Managers are not receiving an email. Is there a log that shows if Commit sent an email?
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 5th, 2014, 08:40 AM
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Replies: 1
We deal with a lot of chains. Is there a way to have a Parent Account and then Child Accounts underneath that?
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 4th, 2014, 11:44 AM
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Replies: 1
We loan hardware to our maintenance clients while their hardware is getting fixed. I am wondering how other companies are tracking these assets as they move in and out of customer sites?
TIA,
Brian
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Forum: Activity Templates
February 4th, 2014, 11:42 AM
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Replies: 1
I am trying to automate certain processes we go through. As we have never really done this I was hoping to get some examples of how others go through their processes so I start creating Activity...
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 26th, 2013, 10:35 AM
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Replies: 1
When we batch invoices we are some times getting invoices sent that are set as not billable and have no charges on them. Is there something we should be doing to prevent this? Our secretary has to...
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 23rd, 2013, 08:06 AM
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Replies: 6
I agree. Right now we are adding those in internal notes but to be able to associate them directly with the asset would be very valuable.
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Forum: RangerMSP Software Discussion Forum (CCRM)
June 28th, 2013, 01:42 PM
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Replies: 6
Is there a way to have parts that are sold to an account to automatically show in the accounts assets? Right now I have to enter the info twice.
Thanks.
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Forum: RangerMSP Software Discussion Forum (CCRM)
May 2nd, 2013, 08:46 AM
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Replies: 1
I have set up a Global Contract for out annual phone support contracts.
I want to be able to record charges against the contract but I do not want them invoiced. Can I just uncheck the box that...
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Forum: RangerMSP Software Discussion Forum (CCRM)
May 2nd, 2013, 07:58 AM
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Replies: 3
Our boss would like to see a daily activity summary report that would show a quick snapshot of what work was done that day. What, if any, report would provide that?
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Forum: RangerMSP Software Discussion Forum (CCRM)
May 1st, 2013, 11:40 AM
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Replies: 3
What would be the difference between using the Note Tab or adding a History Note while in a ticket?
Thanks.
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Forum: RangerMSP Software Discussion Forum (CCRM)
April 30th, 2013, 08:30 AM
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Replies: 3
Since there is only one address in CommitCRM how are the rest of you handling customers where you want two addresses? We would like our techs to have the physical address but there are times that we...
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Forum: RangerMSP Software Discussion Forum (CCRM)
April 30th, 2013, 08:28 AM
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Replies: 0
Since all the record fields do not necessarily match between CRM and QB, I am wondering how those of you who use the QB sync handle it. I am trying to develop a process for the company to follow. ...
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