Forum: RangerMSP Software Discussion Forum (CCRM)
June 19th, 2009, 12:57 PM
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Replies: 4
A couple more things:
- I would love to see an option in "Sync Options..." for hiding the "Synchronizing..." dialog that pops up (annoyingly... taking focus away from whatever window was active)...
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Forum: RangerMSP Software Discussion Forum (CCRM)
June 19th, 2009, 12:46 PM
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Replies: 4
Thanks Dina! (Okay I know I'm nitpicking... but I still suggest that it automatically save your Auto Sync Settings for you whenever you make a change to them!!)
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Forum: RangerMSP Software Discussion Forum (CCRM)
June 19th, 2009, 10:50 AM
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Replies: 4
Why does the Outlook Auto Sync feature (v5.0.0.5) always default to OFF whenever CommitCRM is closed and reopened, even if it was set to ON the last time CommitCRM was open?
This is frustrating...
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Forum: RangerMSP Software Discussion Forum (CCRM)
May 26th, 2009, 04:47 PM
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Replies: 1
Nevermind... I finally tracked down the problem. Nothing wrong with CommitCRM... it was a network adapter issue.
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Forum: RangerMSP Software Discussion Forum (CCRM)
May 26th, 2009, 03:27 PM
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Replies: 1
We're running CommitCRM CRM 5.0.5 on about 6 computers. We have no problems on 5 of them. But on this one computer, it takes 90-100 seconds after double-clicking the CommitCRM icon on the deskop...
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Forum: RangerMSP Software Discussion Forum (CCRM)
April 2nd, 2009, 03:35 PM
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Replies: 1
Hi,
I'm wondering why there isn't a feature to automatically create a QuickBooks Estimate or quote automatically from an Opportunity?
(Is this a feature in v5.0 or planned for an upcoming...
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Forum: RangerMSP Software Discussion Forum (CCRM)
March 17th, 2009, 04:09 PM
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Replies: 3
Thanks Neta. I guess most of our problems stem from going from a system where we used no CRM software at all to using all the features of CommitCRM CRM. We were used to managing all communication...
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Forum: RangerMSP Software Discussion Forum (CCRM)
March 17th, 2009, 02:32 PM
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Replies: 3
All of our customers have their own Client Network Folder on our main file server (P:\Client Network Info\CustName). We have set their Docs Dir in the Accounts--Details tab to be this folder. This...
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Forum: RangerMSP Software Discussion Forum (CCRM)
March 17th, 2009, 02:21 PM
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Replies: 11
Thanks for the info Neta. Is there any drawback to doing it this way?
The reason why I want to use the Global System Contract is because we use Contracts for remote online backup service. Only some...
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Forum: RangerMSP Software Discussion Forum (CCRM)
March 17th, 2009, 11:58 AM
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Replies: 11
I've seen the following sentence several times in the documentation:
"Note: In order for the system to automatically select a contract by date, you should make sure the default contract selection...
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Forum: RangerMSP Software Discussion Forum (CCRM)
March 3rd, 2009, 03:10 PM
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Replies: 6
Thanks for the quick response. Glad to know it's planned!
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Forum: RangerMSP Software Discussion Forum (CCRM)
March 3rd, 2009, 02:43 PM
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Replies: 6
I've searched everywhere and couldn't find an answer to this, so hopefully this hasn't been answered somewhere else.
I would like to create a Report that runs automatically at a scheduled day / time...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 20th, 2009, 12:07 PM
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Replies: 37
None taken! :-)
Yeah Luke you're right... I don't use QuickBooks so I didn't really understand why they were creating Estimates and then creating invoices from them. Apparently it has something to...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 20th, 2009, 12:00 PM
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Replies: 3
Okay I would like to augment my request a little...
If we had the ability to create an Estimate rather than an Invoice, then that would be great. I talked to the boss though and he's okay with it...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 20th, 2009, 11:31 AM
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Replies: 37
Okay I have YET ANOTHER feature request! :-) (If it isn't implemented/planned already).
(By the way, I really like CommitCRM and it has helped our IT workflow immensely... there are just a few ways...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 20th, 2009, 11:29 AM
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Replies: 3
At our company, when IT work is completed by technicians, the office admins create an Estimate in QuickBooks for the billable work done. (Currently they just manually create the Estimate and...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 19th, 2009, 03:42 PM
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Replies: 5
Thanks for the tips Neta and Vernon.
I finally got it to work. I followed Vernon's suggestion and used Field1 in the Accounts-Details tab rather than the File As field. (You have to edit the Field1...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 19th, 2009, 02:24 PM
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Replies: 37
I have another feature I would like to request. I hope that if it isn't already planned in the upcoming release that it hasn't been already requested.
When you create a new Ticket from the desktop...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 18th, 2009, 09:50 AM
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Replies: 5
Neta,
Thanks for the reply. This makes sense, however 'xyz' does not change for each customer.
I changed 'xyz' from the actual company name for anonymity's sake, so let's say the customer name is...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 17th, 2009, 06:10 PM
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Replies: 5
We use Kaseya and CommitCRM on our network. Each is running on Windows Server (Kaseya on 2003 and CommitCRM on 2008), and we're using Exchange Server 2008 on a separate server.
I followed this...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 17th, 2009, 05:43 PM
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Replies: 37
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
* Note by Support Team: Some enhancements to the Outlook Auto-Sync were implemented in version 5.0:
1) The ability to use auto-sync when...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 10th, 2009, 12:58 PM
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Replies: 5
I agree with cforger. I don't think the Field/Tab editor interface is quite up to production status yet! We will just attach a text file to the Documents section for now.
I closed and re-opened...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 9th, 2009, 05:59 PM
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Replies: 5
ALSO:
The Tab/Field Editor feature seems a little buggy. I know when you go to add a Field to a Tab it warns you "We strongly recommend you contact us before doing so..." so maybe the developers are...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 9th, 2009, 05:19 PM
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Replies: 5
Okay I know I have been requesting a lot of features lately... so bear with me!
We want to use CommitCRM as a storage location for all of our customers' network info (IP addresses, server info,...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 9th, 2009, 04:34 PM
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Replies: 3
I was going through the FAQs and saw the tip on dragging and dropping the Ticket onto the time slot to schedule it. I tried this out and noticed that it does indeed set the ticket to Scheduled. So...
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