RangerMSP Business Automation for successful ITs


Go Back   RangerMSP Forums > Search Forums
Search Today's Posts Mark Forums Read

Showing results 1 to 25 of 28
Search took 0.01 seconds.
Search: Posts Made By: trgteam
Forum: RangerMSP Software Discussion Forum (CCRM) November 15th, 2022, 12:44 PM
Replies: 1
Posted By trgteam
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...
Forum: RangerMSP Software Discussion Forum (CCRM) November 8th, 2022, 02:06 PM
Replies: 10
Posted By trgteam
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...
Forum: RangerMSP Software Discussion Forum (CCRM) November 8th, 2022, 01:57 PM
Replies: 10
Posted By trgteam
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...
Forum: RangerMSP Software Discussion Forum (CCRM) November 7th, 2022, 12:56 PM
Replies: 10
Posted By trgteam
How do we get custom designed Quick Replies (Ticket Alerts) to show up under the Quick Reply list in the web interface?
Forum: RangerMSP Software Discussion Forum (CCRM) October 22nd, 2022, 11:57 AM
Replies: 1
Posted By trgteam
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...
Forum: RangerMSP Software Discussion Forum (CCRM) October 11th, 2022, 04:39 PM
Replies: 3
Posted By trgteam
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...
Forum: RangerMSP Software Discussion Forum (CCRM) October 9th, 2022, 12:43 PM
Replies: 3
Posted By trgteam
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.
Forum: RangerMSP Software Discussion Forum (CCRM) September 23rd, 2022, 03:01 PM
Replies: 1
Posted By trgteam
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...
Forum: RangerMSP Software Discussion Forum (CCRM) September 23rd, 2022, 11:32 AM
Replies: 1
Posted By trgteam
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?
Forum: Activity Templates September 22nd, 2022, 04:20 PM
Replies: 2
Posted By trgteam
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...
Forum: RangerMSP Software Discussion Forum (CCRM) September 22nd, 2022, 02:40 PM
Replies: 1
Posted By trgteam
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...
Forum: RangerMSP Software Discussion Forum (CCRM) September 6th, 2022, 02:27 PM
Replies: 12
Posted By trgteam
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.
Forum: RangerMSP Software Discussion Forum (CCRM) September 6th, 2022, 12:03 PM
Replies: 12
Posted By trgteam
It a appears that "There are a few reports that do not support this option" means all of the Charges- Time Tracking reports?
Forum: RangerMSP Software Discussion Forum (CCRM) August 25th, 2022, 03:18 PM
Replies: 12
Posted By trgteam
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...
Forum: RangerMSP Software Discussion Forum (CCRM) July 27th, 2022, 09:23 AM
Replies: 3
Posted By trgteam
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...
Forum: RangerMSP Software Discussion Forum (CCRM) July 23rd, 2022, 11:17 AM
Replies: 4
Posted By trgteam
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...
Forum: RangerMSP Software Discussion Forum (CCRM) July 23rd, 2022, 10:52 AM
Replies: 4
Posted By trgteam
Excellent idea. Thanks for the suggestion!
Forum: RangerMSP Software Discussion Forum (CCRM) July 19th, 2022, 10:20 AM
Replies: 4
Posted By trgteam
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...
Forum: RangerMSP Software Discussion Forum (CCRM) February 8th, 2022, 07:07 AM
Replies: 6
Posted By trgteam
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...
Forum: RangerMSP Software Discussion Forum (CCRM) December 15th, 2021, 01:05 PM
Replies: 2
Posted By trgteam
It does. Thanks for the reply.
Forum: RangerMSP Software Discussion Forum (CCRM) December 14th, 2021, 02:40 PM
Replies: 2
Posted By trgteam
Is there a way to edit internal email templates (i.e. changing "[Info] RangerMSP Ticket- Closed [0500-0000, etc" to different wording/format in the subject line? We would also like to change the...
Forum: Running an IT Services Business October 8th, 2021, 02:17 PM
Replies: 0
Posted By trgteam
As an IT company of a number of years we are cleaning/ updating our QuickBooks Item List for parts and services and wondering if any would like to share or export their list as a good example to...
Forum: RangerMSP Software Discussion Forum (CCRM) September 1st, 2021, 12:41 PM
Replies: 1
Posted By trgteam
Just curious, is there anywhere to find what enhancements are being made and what upgrades we can look forward to? Love the software but would like to know what the future upgrades will...
Forum: Activity Templates August 25th, 2021, 12:13 PM
Replies: 1
Posted By trgteam
Interesting. As old as this post is, we had the exact same question? Anyone willing to share?
Forum: RangerMSP Software Discussion Forum (CCRM) January 28th, 2021, 11:23 AM
Replies: 2
Posted By trgteam
Is there a way to hide some Ticket Values? We are trying to clean up the list and do not need all of them in our model.

Thanks!
Showing results 1 to 25 of 28

 

All times are GMT -6. The time now is 01:15 PM.

Archive - Top    

RangerMSP - A PSA software designed for MSPs and IT Services Providers
Forum Software Powered by vBulletin® Copyright ©2000 - 2022, Jelsoft Enterprises Ltd.