Accounts - Revision history

Dina at 07:40, 8 July 2020

2020-07-08T07:40:45Z

← Older revision		Revision as of 07:40, 8 July 2020
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	== Creating Accounts ==		== Creating Accounts ==
	Accounts in ~~CommitCRM~~ help you manage all of your contact information. You can create Accounts for your customers, vendors, employees and more. To create Accounts you can either import the Accounts (see below) or create them manually.		Accounts in RangerMSP help you manage all of your contact information. You can create Accounts for your customers, vendors, employees and more. To create Accounts you can either import the Accounts (see below) or create them manually.

	To create an Account manually:		To create an Account manually:
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	#From the Accounts Window, click the '''New''' icon .		#From the Accounts Window, click the '''New''' icon .
	#Fill in the Account details.		#Fill in the Account details.
	#Choose the Account Manager, which is the employee who is in charge of this Account. The Account Manager can choose to receive email alerts on any new activity relevant to this Account (e.g. new Tickets, new Appointments, etc.) when using [[Alerts_Server\|~~CommitCRM~~ Alerts Server]].		#Choose the Account Manager, which is the employee who is in charge of this Account. The Account Manager can choose to receive email alerts on any new activity relevant to this Account (e.g. new Tickets, new Appointments, etc.) when using [[Alerts_Server\|RangerMSP Alerts Server]].
	#Click '''OK''' to save.		#Click '''OK''' to save.
	<br>		<br>

	== Importing Accounts ==		== Importing Accounts ==
	Accounts can be imported into ~~CommitCRM~~ from various data sources:		Accounts can be imported into RangerMSP from various data sources:
	* [[Import and Export\|Imported from]] Excel® files, CSV files, Outlook® contacts, QuickBooks® and others. See more details in [[Import and Export]].		* [[Import and Export\|Imported from]] Excel® files, CSV files, Outlook® contacts, QuickBooks® and others. See more details in [[Import and Export]].
	* Imported (or [[Syncing Accounts with Outlook\|synchronized]]) from Outlook®. See more details in [[Outlook Sync\|~~CommitCRM~~-Outlook Sync]].		* Imported (or [[Syncing Accounts with Outlook\|synchronized]]) from Outlook®. See more details in [[Outlook Sync\|RangerMSP-Outlook Sync]].
	* When [[QuickBooks Link\|~~CommitCRM~~-QuickBooks Link]] is in use, Accounts can be synchronized between ~~CommitCRM~~ and QuickBooks. See more details in [[QuickBooks Link\|~~CommitCRM~~-QuickBooks Link]].		* When [[QuickBooks Link\|RangerMSP-QuickBooks Link]] is in use, Accounts can be synchronized between RangerMSP and QuickBooks. See more details in [[QuickBooks Link\|RangerMSP-QuickBooks Link]].

	<br>		<br>
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	==Default SLA for Accounts==		==Default SLA for Accounts==
	The SLA feature in ~~CommitCRM~~ helps you provide services to your customers within the time frame agreed with them. It provides an easy way to define the time-to-deliver of your Service-Level Agreements (SLA) with the customer and apply them to Tickets Due Date automatically.		The SLA feature in RangerMSP helps you provide services to your customers within the time frame agreed with them. It provides an easy way to define the time-to-deliver of your Service-Level Agreements (SLA) with the customer and apply them to Tickets Due Date automatically.

	A default SLA can be set to Accounts or Contracts, thus automatically applied to Tickets created under the Account or Contract.		A default SLA can be set to Accounts or Contracts, thus automatically applied to Tickets created under the Account or Contract.
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	==Alerts To Customers==		==Alerts To Customers==
	Using [[Alerts Server\|~~CommitCRM~~ Alerts Server]], users have the option to send email alerts to customers.		Using [[Alerts Server\|RangerMSP Alerts Server]], users have the option to send email alerts to customers.

	The Alerts to Customers feature sends automatic email alerts to customers when:		The Alerts to Customers feature sends automatic email alerts to customers when:
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	== Creating Activity Template Entries for Accounts ==		== Creating Activity Template Entries for Accounts ==
	An Activity Template in the ~~CommitCRM~~ system is a file that contains a group of pre-programmed activities—such as Tasks, Appointments, or Tickets—that can be applied to different parts of the system, including Accounts, Assets, Contracts, and Sales Opportunities. Users can create Activity Templates for projects that their company commonly performs and which require a similar set of tasks, regardless of the client. Using the right template can get you and your team started on a project more quickly and efficiently, increasing productivity and streamlining your work.		An Activity Template in the RangerMSP system is a file that contains a group of pre-programmed activities—such as Tasks, Appointments, or Tickets—that can be applied to different parts of the system, including Accounts, Assets, Contracts, and Sales Opportunities. Users can create Activity Templates for projects that their company commonly performs and which require a similar set of tasks, regardless of the client. Using the right template can get you and your team started on a project more quickly and efficiently, increasing productivity and streamlining your work.

	See more details in [[Activity Templates#Creating Activity Entries for Accounts\|Activity Templates]].		See more details in [[Activity Templates#Creating Activity Entries for Accounts\|Activity Templates]].
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	Before performing the Account Merge:		Before performing the Account Merge:
	# Verify that no one on your network is running ~~CommitCRM~~.		# Verify that no one on your network is running RangerMSP.
	# Stop ~~CommitCRM~~ services on your server if installed (~~CommitCRM~~ Web Interface, ~~CommitCRM~~ Server and ~~CommitCRM~~ RMM Server services).		# Stop RangerMSP services on your server if installed (CRM Web Interface, CRM Server and CRM RMM Server services).
	# Stop any third-party services or programs accessing ~~CommitCRM~~ database.		# Stop any third-party services or programs accessing RangerMSP database.
	# Backup your entire ~~CommitCRM~~ database (do not proceed without a backup!).		# Backup your entire RangerMSP database (do not proceed without a backup!).

	To activate the Account Merge option, first close all internal Windows within ~~CommitCRM~~. Then go to Tools > Data Tools > Account Merge.		To activate the Account Merge option, first close all internal Windows within RangerMSP. Then go to Tools > Data Tools > Account Merge.

	<br>		<br>
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	Before performing the Secondary Contact Merge:		Before performing the Secondary Contact Merge:
	# Verify that no one on your network is running ~~CommitCRM~~.		# Verify that no one on your network is running RangerMSP.
	# Stop ~~CommitCRM~~ services on your server if installed (~~CommitCRM~~ Web Interface, ~~CommitCRM~~ Server and ~~CommitCRM~~ RMM Server services).		# Stop RangerMSP services on your server if installed (CRM Web Interface, CRM Server and CRM RMM Server services).
	# Stop any third-party services or programs accessing ~~CommitCRM~~ database.		# Stop any third-party services or programs accessing RangerMSP database.
	# Backup your entire ~~CommitCRM~~ database (do not proceed without a backup!).		# Backup your entire RangerMSP database (do not proceed without a backup!).

	To activate the Secondary Contact Merge option, first close all internal Windows within ~~CommitCRM~~. Then go to Tools > Data Tools > Secondary Contact Merge.		To activate the Secondary Contact Merge option, first close all internal Windows within RangerMSP. Then go to Tools > Data Tools > Secondary Contact Merge.

	<br>		<br>
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	==See Also==		==See Also==
	*[[Activity Templates]]		*[[Activity Templates]]
	*[[Outlook Sync\|~~CommitCRM~~-Outlook Sync]]		*[[Outlook Sync\|RangerMSP-Outlook Sync]]
	*[[QuickBooks Link\|~~CommitCRM~~-QuickBooks Link]]		*[[QuickBooks Link\|RangerMSP-QuickBooks Link]]
	*[[Accounts FAQ]]		*[[Accounts FAQ]]
	*[[To-do Lists]]		*[[To-do Lists]]
	[[Category:Office Management]]		[[Category:Office Management]]

Dina: /* See Also */

2020-03-21T16:03:48Z

Dina: /* Importing Accounts */

2020-03-21T16:03:22Z

Importing Accounts

← Older revision		Revision as of 16:03, 21 March 2020
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	Accounts can be imported into CommitCRM from various data sources:		Accounts can be imported into CommitCRM from various data sources:
	* [[Import and Export\|Imported from]] Excel® files, CSV files, Outlook® contacts, QuickBooks® and others. See more details in [[Import and Export]].		* [[Import and Export\|Imported from]] Excel® files, CSV files, Outlook® contacts, QuickBooks® and others. See more details in [[Import and Export]].
	* Imported (or [[Syncing Accounts with Outlook\|synchronized]]) from Outlook®. See more details in [[~~Commit-~~Outlook Sync\|CommitCRM-Outlook Sync]].		* Imported (or [[Syncing Accounts with Outlook\|synchronized]]) from Outlook®. See more details in [[Outlook Sync\|CommitCRM-Outlook Sync]].
	* When [[QuickBooks Link\|CommitCRM-QuickBooks Link]] is in use, Accounts can be synchronized between CommitCRM and QuickBooks. See more details in [[QuickBooks Link\|CommitCRM-QuickBooks Link]].		* When [[QuickBooks Link\|CommitCRM-QuickBooks Link]] is in use, Accounts can be synchronized between CommitCRM and QuickBooks. See more details in [[QuickBooks Link\|CommitCRM-QuickBooks Link]].

	<br>		<br>

	==Account Popup==		==Account Popup==
	Each Account contains a 'Popup' field in the Account's Details tab. The Account 'Popup' field lets you define a popup message, which will be displayed when attempting to use this Account. This feature is helpful if you want to be reminded about money issues or any other matter with a customer whenever viewing their details or choosing the Account.		Each Account contains a 'Popup' field in the Account's Details tab. The Account 'Popup' field lets you define a popup message, which will be displayed when attempting to use this Account. This feature is helpful if you want to be reminded about money issues or any other matter with a customer whenever viewing their details or choosing the Account.

Dina: /* Account Merge */

2018-04-23T10:29:14Z

Account Merge

@@ Line 143: / Line 143: @@
 * [[Ticket Merge]]
 <br>
 == Batch Update Account Tax Settings ==

Robert: /* See Also */

2014-08-24T11:55:05Z

Robert at 08:27, 21 August 2014

2014-08-21T08:27:29Z

← Older revision		Revision as of 08:27, 21 August 2014
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	See more details and usage instructions in [[Account Structured Note]].		See more details and usage instructions in [[Account Structured Note]].


			==Set Contacts as Default Email Recipients==

			You can set an Email address for an Account or Contact as the default recipient for all new Tickets created under the Account. You can also choose to use either 'Email' or 'Email 2' from the Account or 'Email' from the Contact for this default recipient.

			To configure this for an Account:

			# Go to the General/Address tab for the Account
			# Check the box next to the '''Email''' or '''Email 2''' fields.
			# For a Secondary Contact, edit the Contact and check the box next to '''Email''' field.

			[[File:Default-recipients.png]]

	<br><br>		<br><br>

Robert at 08:14, 21 August 2014

2014-08-21T08:14:47Z

← Older revision		Revision as of 08:14, 21 August 2014
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	Accounts can have default [[Labels]] defined so that all Tickets created under a specific Account will have the default labels applied automatically. See full details on default Labels [[Labels#Default_Labels\|here]].		Accounts can have default [[Labels]] defined so that all Tickets created under a specific Account will have the default labels applied automatically. See full details on default Labels [[Labels#Default_Labels\|here]].


			==Account Structured Note==

			A Structured Note is basically a way to easily store custom data. You can create a Structured Note containing any data you want in whatever data entry sections you need, and you can save it as a template to reuse again and again. You can even have multiple Structured Note sections applied to each Account.

			See more details and usage instructions in [[Account Structured Note]].

	<br><br>		<br><br>

Robert: /* Labels */

2014-02-06T12:52:05Z

Labels

← Older revision		Revision as of 12:52, 6 February 2014
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	Accounts can have default [[Labels]] defined so that all Tickets created under a specific Account will have the default labels applied automatically. See full details on default Labels [[Labels#Default_Labels\|here]].		Accounts can have default [[Labels]] defined so that all Tickets created under a specific Account will have the default labels applied automatically. See full details on default Labels [[Labels#Default_Labels\|here]].

			<br><br>

	==See Also==		==See Also==

Robert: /* Labels */

2014-02-06T12:51:36Z

Labels

← Older revision		Revision as of 12:51, 6 February 2014
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	== Labels ==		== Labels ==

	Accounts can have default [[Labels]] defined so that all Tickets created under a specific Account will have the default labels applied automatically.		Accounts can have default [[Labels]] defined so that all Tickets created under a specific Account will have the default labels applied automatically. See full details on default Labels [[Labels#Default_Labels\|here]].

	See full details on Labels [[Labels#Default_Labels\|here]].


	==See Also==		==See Also==

Robert at 12:50, 6 February 2014

2014-02-06T12:50:23Z

← Older revision		Revision as of 12:50, 6 February 2014
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	Accounts can have default [[Labels]] defined so that all Tickets created under a specific Account will have the default labels applied automatically.		Accounts can have default [[Labels]] defined so that all Tickets created under a specific Account will have the default labels applied automatically.

	See ~~more~~ details in [[Labels#Default_Labels]]		See full details on Labels [[Labels#Default_Labels\|here]].

← Older revision		Revision as of 11:55, 24 August 2014
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	*[[QuickBooks Link\|CommitCRM-QuickBooks Link]]		*[[QuickBooks Link\|CommitCRM-QuickBooks Link]]
	*[[Accounts FAQ]]		*[[Accounts FAQ]]
			*[[To-do Lists]]
	[[Category:Office Management]]		[[Category:Office Management]]