Forum: RangerMSP Software Discussion Forum (CCRM)
March 15th, 2024, 04:20 PM
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Replies: 13
We check almost every day. That is definitely good news. The update is EXTREMELY appreciated. Thank you.
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Forum: RangerMSP Software Discussion Forum (CCRM)
December 18th, 2023, 01:20 PM
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Replies: 5
I do have to agree with:
"...there should be a roadmap published to give us an idea of what is being worked on and if we should keep renewing the subscription" I would add- a roadmap with targeted...
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 9th, 2023, 04:11 PM
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Replies: 4
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 4th, 2023, 03:56 PM
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Replies: 4
We have an admin account setup in Ranger that we dedicate for internal Ranger management and reporting. I logged in as that user, went to the user report that is sending weekly as intended- and it...
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 2nd, 2023, 11:21 AM
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Replies: 4
I have a scheduled report that we created, but when I go to edit its filters, it says I do not have any Scheduled Reports for that report.
Any ideas?
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Forum: RangerMSP Software Discussion Forum (CCRM)
May 25th, 2023, 01:48 PM
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Replies: 1
Is there a way to show tickets or projects that span multiple days in the dispatcher? Maybe I am missing it, but that would be very useful for tracking project contracts that are going to last a few...
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Forum: RangerMSP Software Discussion Forum (CCRM)
November 15th, 2022, 11:44 AM
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Replies: 1
Years ago this was partially addressed, but we are wondering is there a way to add columns to the Ticket list view in the web interface?
Use case: Manager would like to sort by tickets most...
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Forum: RangerMSP Software Discussion Forum (CCRM)
November 8th, 2022, 01:06 PM
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Replies: 10
Edit:
before reaching out we had not only restarted the CRM Web Interface Windows service, tried restarting the CRM Server service, made sure the new template was marked ACTIVE, cleared browser...
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Forum: RangerMSP Software Discussion Forum (CCRM)
November 8th, 2022, 12:57 PM
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Replies: 10
Thank you for your reply. However, before reaching out we had not only restarted the CRM Web Interface Windows service, tried restarting the CRM Server service, cleared browser caches, and tried on...
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Forum: RangerMSP Software Discussion Forum (CCRM)
November 7th, 2022, 11:56 AM
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Replies: 10
How do we get custom designed Quick Replies (Ticket Alerts) to show up under the Quick Reply list in the web interface?
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Forum: RangerMSP Software Discussion Forum (CCRM)
October 22nd, 2022, 10:57 AM
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Replies: 1
Would it be possible to create a Structured Note for Opportunities?
Use case: Consultant meets potential client and needs to gather ALL of the appropriate information about the opportunity.
We...
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Forum: RangerMSP Software Discussion Forum (CCRM)
October 11th, 2022, 03:39 PM
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Replies: 3
Thank you for the reply. However, our Task entry window does not show the "Fields" you refer to. Our entry only shows from top to bottom:
Employee
Description area:
Date
Time
First and Second...
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Forum: RangerMSP Software Discussion Forum (CCRM)
October 9th, 2022, 11:43 AM
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Replies: 3
Does anyone know if there is way to add a percent of completion to a Task? If not, it would be a very helpful feature to add.
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Forum: RangerMSP Software Discussion Forum (CCRM)
September 23rd, 2022, 02:01 PM
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Replies: 1
Unfortunately, we cannot delete our own question, but just figured it out.
The answer:
1. Copy an email template from the ACCOUNT data source.
2. In the email template Add Data Fields for the...
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Forum: RangerMSP Software Discussion Forum (CCRM)
September 23rd, 2022, 10:32 AM
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Replies: 1
We are trying to build email templates for emailing our employees. Is there a way to find a parameters list for employees since they are just a type of account?
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Forum: Activity Templates
September 22nd, 2022, 03:20 PM
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Replies: 2
Dan, seeing that you posted 4 years ago this might be a bit too late. However, we have gotten pretty dang good with the Report Designer so just let us know if you need any help! (We gotta support...
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Forum: RangerMSP Software Discussion Forum (CCRM)
September 22nd, 2022, 01:40 PM
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Replies: 1
I have created a new HTML template that we would like to test before using. RangerMSP is setup to use the built-in email client (Options-> Other-> RangerMSP built-in email client). However, when we...
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Forum: RangerMSP Software Discussion Forum (CCRM)
September 6th, 2022, 01:27 PM
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Replies: 12
Thanks for clearing that up. We were going through each of them trying to create a copy. Is there a list of the reports not available to copy? Thanks again.
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Forum: RangerMSP Software Discussion Forum (CCRM)
September 6th, 2022, 11:03 AM
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Replies: 12
It a appears that "There are a few reports that do not support this option" means all of the Charges- Time Tracking reports?
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 25th, 2022, 02:18 PM
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Replies: 12
We are having the same issue: "This is a special system report and it can't be copied"
When I hit the design button I get: "Copy the system report to a customized report and the select to design the...
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 27th, 2022, 08:23 AM
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Replies: 3
Will this feature ever be implemented where we can convert a Quote to more than just an Invoice in QuickBooks?
Or can anyone think of a way to do this? Currently, we have to recreate the quote in...
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 23rd, 2022, 10:17 AM
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Replies: 4
So two followup questions:
- Is there a way to have the field auto populate with a default value (e.g. Approval Needed)?
- Is there a way to receive an alert on a quote or field status...
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 23rd, 2022, 09:52 AM
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Replies: 4
Excellent idea. Thanks for the suggestion!
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 19th, 2022, 09:20 AM
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Replies: 4
Does anyone have an internal quote approval process that they would like to share?
We have consultants that are allowed to produce quotes, but need management review and approval before sending them...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 8th, 2022, 06:07 AM
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Replies: 6
We would like to see the same feature or similar. Currently when synchronizing items the name and item code are the same which does not make it easy to know which exact product or line item is being...
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