Forum: RangerMSP Software Discussion Forum (CCRM)
August 23rd, 2019, 05:45 PM
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Replies: 5
Where are you seeing that?
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Forum: RangerMSP Software Discussion Forum (CCRM)
June 12th, 2019, 02:26 PM
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Replies: 6
+1000. If I could have simple and integrated at the same time, I would switch in 30 seconds. :)
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Forum: RangerMSP Software Discussion Forum (CCRM)
June 12th, 2019, 11:21 AM
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Replies: 12
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Forum: RangerMSP Software Discussion Forum (CCRM)
June 12th, 2019, 11:17 AM
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Replies: 5
There is one PO per ticket. We don't want to duplicate that into however many charges are on a ticket.
We don't send ticket descriptions to QB because they are often insanely long.
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Forum: RangerMSP Software Discussion Forum (CCRM)
June 12th, 2019, 11:04 AM
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Replies: 5
I’m talking about the customer’s PO. Not pushing charges AS PO’s.
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Forum: RangerMSP Software Discussion Forum (CCRM)
June 12th, 2019, 11:04 AM
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Replies: 12
+1 for finding a way.
-10 for a 3rd party. That’s very disappointing.
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Forum: RangerMSP Software Discussion Forum (CCRM)
June 12th, 2019, 11:02 AM
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Replies: 6
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Forum: RangerMSP Software Discussion Forum (CCRM)
June 12th, 2019, 08:09 AM
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Replies: 6
Good morning,
Is there any traction to better integrate with Quotewerks?
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Forum: RangerMSP Software Discussion Forum (CCRM)
June 12th, 2019, 08:08 AM
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Replies: 5
Good morning,
We have some clients that require PO's on each charge. How is the best way to do this and have it flow over to Quickbooks?
I wish the ticket would have a customer PO field that...
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Forum: RangerMSP Software Discussion Forum (CCRM)
June 12th, 2019, 08:07 AM
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Replies: 12
Oh! This sounds big? Can you tell us more?
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Forum: RangerMSP Software Discussion Forum (CCRM)
March 20th, 2019, 08:45 AM
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Replies: 16
Alerts from Ninja go to a dashboard, then we push the ones we want to CommitCRM.
Asset sync.
That's pretty much it.
Their API is pretty simple to use.
https://i.imgur.com/VMt7owc.png
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Forum: RangerMSP Software Discussion Forum (CCRM)
March 18th, 2019, 01:13 PM
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Replies: 13
Somehow Commit doesn't see this as a priority. So I guess it's up to anyone who thinks this is useful to let them know. Though I'm not confident that it will make a difference.
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Forum: RangerMSP Software Discussion Forum (CCRM)
March 18th, 2019, 12:40 PM
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Replies: 13
Problem is most of our tickets (or a lot) are email generated. The theoretical "subject" field SHOULD be auto populated by the subject of an email. It would serve to keep the communication threads...
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Forum: RangerMSP Software Discussion Forum (CCRM)
March 18th, 2019, 09:46 AM
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Replies: 13
Would anyone else find this useful? I would love if ticket responses from the email connector had a unique subject so that they didn't all look the same. I feel like it would help the quality of...
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Forum: RangerMSP Software Discussion Forum (CCRM)
March 13th, 2019, 08:20 PM
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Replies: 2
Cards table.
Entitykind=4
Don’t ask me why employees are mingled into the accounts. ;)
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Forum: RangerMSP Software Discussion Forum (CCRM)
March 13th, 2019, 02:21 PM
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Replies: 12
We really need a subject field for tickets!! This would REALLY help to keep email threads separate.
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 7th, 2019, 06:16 AM
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Replies: 10
"PreferredDeliveryMethod" - but it's only in xml v12: https://developer.intuit.com/app/developer/qbdesktop/docs/api-reference/customerquery
Thanks for reviewing!
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 6th, 2019, 01:44 PM
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Replies: 10
The other possibility would be to query the customer record in QB prior to creating the invoice to find out what its default is... but then that creates 2x the API queries.
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 6th, 2019, 01:43 PM
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Replies: 10
Ok, so sure enough... you aren't sending "istobeemailed" isn't being sent when "using QB default".
I wonder if this behavior would change if you used the latest QBXml version (<?qbxml...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 2nd, 2019, 09:34 AM
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Replies: 7
@steve123....
We have been using Commit for over 12 years. I can assure you that there support exceeds any other vendor we work with that has phone support.
For example we use a couple CW...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 2nd, 2019, 09:30 AM
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Replies: 10
Hmm. Does seem strange. Not saying you aren’t correct... just surprised that it’s the case.
I’m going to enable QB api diagnostics and capture your xml and test your hypothesis though.
I’ll let...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 1st, 2019, 04:28 AM
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Replies: 10
I’m still not convinced. No one else on the internet is complaining about this.
Are you certain that it doesn’t deserve another look?
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Forum: RangerMSP Software Discussion Forum (CCRM)
January 31st, 2019, 04:54 AM
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Replies: 10
https://developer.intuit.com/app/developer/qbdesktop/docs/api-reference/invoiceadd
Are you sure that the issue isn’t that the whole IsToBePrinted value needs to be missing from your request...
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Forum: RangerMSP Software Discussion Forum (CCRM)
January 30th, 2019, 09:14 AM
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Replies: 10
Background:
If you set the QB default to "email" or "print" invoices, this setting will not be respected when CommitCRM pushes invoices to QB.
Feature request:
Either respect QB defaults, or let me...
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Forum: RangerMSP Software Discussion Forum (CCRM)
January 28th, 2019, 06:34 PM
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Replies: 2
We do a saved charge filter for each product we sell. Filter for unbilled charges for this item, and run it at the end of each month when you do billing. Reconcile your vendors invoice against...
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