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Forum: RangerMSP Software Discussion Forum (CCRM) March 25th, 2020, 08:19 AM
Replies: 4
Posted By point007
I couldn't get the second tax to function with Quickbooks, the CommitCRM side seemed to work fine but it wouldn't show up in QB. The custom pricing angle looks like it should work great, I'm going to...
Forum: RangerMSP Software Discussion Forum (CCRM) March 24th, 2020, 03:34 PM
Replies: 4
Posted By point007
Hi folks,

We've traditionally had clients paying via check for years but recently have had a lot more clients looking to pay via credit card recently. Credit card processing fees and profit margins...
Forum: RangerMSP Software Discussion Forum (CCRM) September 4th, 2019, 03:16 PM
Replies: 1
Posted By point007
Is there any chance we could get a way to have a Knowledge base tab for each Account?

Something similar to the way most of the other sections on the left act.

For example when I click Contracts on...
Forum: RangerMSP Software Discussion Forum (CCRM) September 5th, 2018, 08:44 AM
Replies: 1
Posted By point007
Hi,

I'm currently experiencing an issue where when some clients open a ticket via email they get the auto-response that the ticket has been closed. I've tested it and been unable to duplicate...
Forum: RangerMSP Software Discussion Forum (CCRM) August 9th, 2018, 01:54 PM
Replies: 3
Posted By point007
So how do you track the time if you're posting everything to the Global System Contract?
Forum: RangerMSP Software Discussion Forum (CCRM) August 9th, 2018, 12:22 PM
Replies: 3
Posted By point007
Wondering how Not Billable charges are supposed to be handled?

Example: I've got a client with a contract for managing desktops. They get 10 hours a month. I've got a block of time contract setup to...
Forum: RangerMSP Software Discussion Forum (CCRM) February 14th, 2018, 11:29 AM
Replies: 1
Posted By point007
Hi guys,

We've been working great for a long time and suddenly we're getting this error on our accounting system.

Here's a screen crop of the error message....
Forum: RangerMSP Software Discussion Forum (CCRM) April 17th, 2017, 10:44 AM
Replies: 1
Posted By point007
Hi Guys,


Wondering what the best way to request a deposit when writing up a proposal would be?


Right now I've been just adding in a textual line and filling in the info.

I'd be awesome if there...
Forum: RangerMSP Software Discussion Forum (CCRM) December 23rd, 2016, 10:15 AM
Replies: 1
Posted By point007
How are you guys managing your inventory, if you have one?


We don't stock much but we do frequently need to purchase materials for projects. Currently we're just tracking the incoming equipment in...
Forum: RangerMSP Software Discussion Forum (CCRM) June 21st, 2016, 03:00 PM
Replies: 1
Posted By point007
Whats the best way to attach pictures and documents and pictures? I'm currently just dragging things around and attaching them to the individual assets and tickets when I've manually put them in the...
Forum: RangerMSP Software Discussion Forum (CCRM) April 22nd, 2016, 02:58 PM
Replies: 1
Posted By point007
Hi guys,

I'm looking to make the docs attached to things like tickets, contracts, and assets available outside my network. I've got the web interface working but when I try to access any of the...
Forum: RangerMSP Software Discussion Forum (CCRM) April 13th, 2016, 07:59 AM
Replies: 2
Posted By point007
Thanks for the response! "Hide inactive Contracts in Contract selection field" was exactly what I needed.


Have a great day!
Forum: RangerMSP Software Discussion Forum (CCRM) April 12th, 2016, 03:09 PM
Replies: 2
Posted By point007
Hi guys,

Sorry if this is obvious somewhere I just can't seem to find it.

When opening a ticket we've got a huge list of contracts for any of our clients. We normally do 3 to 5 recurring monthly...
Forum: RangerMSP Software Discussion Forum (CCRM) April 8th, 2016, 02:12 PM
Replies: 3
Posted By point007
Thanks for the responses! I'll be checking out the suggestion.
Forum: RangerMSP Software Discussion Forum (CCRM) April 5th, 2016, 10:51 AM
Replies: 3
Posted By point007
How do you guys handle a ticket that involves multiple assets?
Ideally I'd like to be able to attach/flag all of the assets involved somewhere other than just saying something about it in the notes.
Forum: RangerMSP Software Discussion Forum (CCRM) January 6th, 2015, 01:04 PM
Replies: 1
Posted By point007
Hi Guys.

So I've been using the product for a while and I'm pretty comfortable with it, I've got a couple dozen contracts going. I've been trying to figure out what the "Initial Block Value" is for...
Forum: RangerMSP Software Discussion Forum (CCRM) June 26th, 2014, 07:17 AM
Replies: 3
Posted By point007
Hi Support!

Is there a way for me to limit the customer to only seeing currently open tickets and not all tickets?

Thanks!
Forum: RangerMSP Software Discussion Forum (CCRM) June 19th, 2014, 08:35 AM
Replies: 3
Posted By point007
We're currently demoing the web interface and I'm trying to find out how to limit what my clients are able to access. I'd like for them to only be able to open/approve tickets and view currently open...
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