Accounts FAQ - Revision history

Dina at 07:41, 8 July 2020

2020-07-08T07:41:13Z

Robert: /* How can I hide inactive Accounts? */

2014-02-05T12:24:57Z

How can I hide inactive Accounts?

← Older revision		Revision as of 12:24, 5 February 2014
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	===How can I hide inactive Accounts?===		===How can I hide inactive Accounts?===
	From version 7 of CommitCRM you will find in the Accounts window on the ~~blue~~ "Find" bar there is a simple checkbox to "Hide Inactive Accounts".		From version 7 of CommitCRM you will find in the Accounts window on the "Find" bar there is a simple checkbox to "Hide Inactive Accounts".

	For previous versions just click the Filter button then in the Configure Filter popup, select Status in the Field box, then select Equals and in the last box click the magnifying glass and choose the statuses which you want to see, you can add additional filters here too if you need. You can save this Filter for easy access in future by clicking the disk icon in the top right corner of the popup. Now to activate the filter, you just have to check the box next to the Filter button.		For previous versions just click the Filter button then in the Configure Filter popup, select Status in the Field box, then select Equals and in the last box click the magnifying glass and choose the statuses which you want to see, you can add additional filters here too if you need. You can save this Filter for easy access in future by clicking the disk icon in the top right corner of the popup. Now to activate the filter, you just have to check the box next to the Filter button.

Robert at 11:37, 4 February 2014

2014-02-04T11:37:52Z

← Older revision		Revision as of 11:37, 4 February 2014
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	*[[Accounts FAQ#Can I update a data field for multiple Accounts at once?\|Can I update a data field for multiple Accounts at once?]]		*[[Accounts FAQ#Can I update a data field for multiple Accounts at once?\|Can I update a data field for multiple Accounts at once?]]
	*[[Accounts_FAQ#Can_I_automatically_copy_a_Primary_Account.27s_address_to_it.27s_Secondary_Contacts.3F\|Can I automatically copy a Primary Account address to it's Secondary Contacts?]]		*[[Accounts_FAQ#Can_I_automatically_copy_a_Primary_Account.27s_address_to_it.27s_Secondary_Contacts.3F\|Can I automatically copy a Primary Account address to it's Secondary Contacts?]]
			*[[Accounts FAQ#How can I hide inactive Accounts?\|How can I hide inactive Accounts?]]

	<br>		<br>
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	Note: Only fields which have the batch-update option enabled can be used with this option.		Note: Only fields which have the batch-update option enabled can be used with this option.


	===Can I automatically copy a Primary Account's address to it's Secondary Contacts?===		===Can I automatically copy a Primary Account's address to it's Secondary Contacts?===
	Yes. When using secondary contacts you can either set them with their own unique address and phone numbers in the contact record (only needed if they are located in a different location). In case they are in the same location you can leave it empty, and the system will use the main account's address. This is usually printed out in reports and is used when copying the account address to appointments & tickets.		Yes. When using secondary contacts you can either set them with their own unique address and phone numbers in the contact record (only needed if they are located in a different location). In case they are in the same location you can leave it empty, and the system will use the main account's address. This is usually printed out in reports and is used when copying the account address to appointments & tickets.


			===How can I hide inactive Accounts?===
			From version 7 of CommitCRM you will find in the Accounts window on the blue "Find" bar there is a simple checkbox to "Hide Inactive Accounts".

			For previous versions just click the Filter button then in the Configure Filter popup, select Status in the Field box, then select Equals and in the last box click the magnifying glass and choose the statuses which you want to see, you can add additional filters here too if you need. You can save this Filter for easy access in future by clicking the disk icon in the top right corner of the popup. Now to activate the filter, you just have to check the box next to the Filter button.

	<br>		<br>

Sheli: /* Can I batch delete all Account records I imported by mistake? */

2010-11-09T17:57:43Z

Can I batch delete all Account records I imported by mistake?

← Older revision		Revision as of 17:57, 9 November 2010
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	===Can I batch delete all Account records I imported by mistake?===		===Can I batch delete all Account records I imported by mistake?===
	Yes. In the Accounts window go to the Accounts menu > ~~Tools~~ > Delete Imported Records. From the list of imported batches, select the imported batch you want to delete and click on the ‘Delete Imported Records’ button. All the records with the selected batch will be deleted, except records that have been linked to similar records, like: tickets, appointments, documents, etc.		Yes. In the Accounts window go to the ''Accounts menu > Import & Export > Delete Imported Records''. From the list of imported batches, select the imported batch you want to delete and click on the ‘Delete Imported Records’ button. All the records with the selected batch will be deleted, except records that have been linked to similar records, like: tickets, appointments, documents, etc.


	===What is the 'Pop-up' field in the Account window?===		===What is the 'Pop-up' field in the Account window?===

Sheli: /* Can I update a data field for multiple Accounts at once? */

2010-06-10T18:58:48Z

Can I update a data field for multiple Accounts at once?

← Older revision		Revision as of 18:58, 10 June 2010
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	===Can I update a data field for multiple Accounts at once?===		===Can I update a data field for multiple Accounts at once?===
	Yes. ~~You can use the~~ Batch Update ~~feature to~~ update a group of Accounts at once.		Yes. The Accounts' Batch Update option lets you update a group of Accounts at once.

	~~Batch Update~~ updates all the ~~Account records~~ displayed in the Accounts ~~window~~ at that time. ~~Therefore, it is strongly recommended to do the following before performing a batch update:~~		This option updates all the Accounts displayed in the Accounts list at that time.

	#Back up your ~~data~~.		For best results, make sure to follow these steps:
	#Filter the ~~displayed~~ Accounts to ~~display~~ only the ~~records~~ you want to update.		# [[Backup_and_Restore_FAQ\|Back up]] your CommitCRM database.
			# Filter the Accounts list to show only the ones you want to update.
			# Go to the Accounts menu > Tools > Batch Update…

	~~To run Batch Update select Accounts menu > Tools > Batch Update... in~~ the ~~Accounts~~ window.		In the window which opens you can choose which fields to update and set the new value for these fields.

	~~Only fields that have been defined to be included in a Batch Update can be selected for inclusion in a specific Batch Update.~~

	~~You~~ can ~~determine~~ which ~~data~~ fields ~~will be available for the batch update by setting the batch~~ update ~~property in the field settings window. An Administrator can open the field settings window by double-clicking on the field label, navigating to the Advanced tab,~~ and ~~checking/unchecking~~ the ~~option 'Enable Batch Update'~~.

			Note: Only fields which have the batch-update option enabled can be used with this option.

	===Can I automatically copy a Primary Account's address to it's Secondary Contacts?===		===Can I automatically copy a Primary Account's address to it's Secondary Contacts?===

Reno: /* Questions */

2009-12-22T20:40:57Z

Questions

← Older revision		Revision as of 20:40, 22 December 2009
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	*[[Accounts FAQ#Can I define Custom Pricing for Accounts?\|Can I define Custom Pricing for Accounts?]]		*[[Accounts FAQ#Can I define Custom Pricing for Accounts?\|Can I define Custom Pricing for Accounts?]]
	*[[Accounts FAQ#Can I update a data field for multiple Accounts at once?\|Can I update a data field for multiple Accounts at once?]]		*[[Accounts FAQ#Can I update a data field for multiple Accounts at once?\|Can I update a data field for multiple Accounts at once?]]
	*[[Accounts_FAQ#Can_I_automatically_copy_a_Primary_Account.27s_address_to_it.27s_Secondary_Contacts\|Can I automatically copy a Primary Account address to it's Secondary Contacts?]]		*[[Accounts_FAQ#Can_I_automatically_copy_a_Primary_Account.27s_address_to_it.27s_Secondary_Contacts.3F\|Can I automatically copy a Primary Account address to it's Secondary Contacts?]]

	<br>		<br>

Reno: /* Questions */

2009-12-22T20:40:19Z

Questions

← Older revision		Revision as of 20:40, 22 December 2009
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	*[[Accounts FAQ#Can I define Custom Pricing for Accounts?\|Can I define Custom Pricing for Accounts?]]		*[[Accounts FAQ#Can I define Custom Pricing for Accounts?\|Can I define Custom Pricing for Accounts?]]
	*[[Accounts FAQ#Can I update a data field for multiple Accounts at once?\|Can I update a data field for multiple Accounts at once?]]		*[[Accounts FAQ#Can I update a data field for multiple Accounts at once?\|Can I update a data field for multiple Accounts at once?]]
			*[[Accounts_FAQ#Can_I_automatically_copy_a_Primary_Account.27s_address_to_it.27s_Secondary_Contacts\|Can I automatically copy a Primary Account address to it's Secondary Contacts?]]

	<br>		<br>

Reno: /* Can I automatically copy a Primary Account's address to it's Secondary Contacts? */

2009-12-22T19:40:11Z

Can I automatically copy a Primary Account's address to it's Secondary Contacts?

← Older revision		Revision as of 19:40, 22 December 2009
Line 56:		Line 56:
	===Can I automatically copy a Primary Account's address to it's Secondary Contacts?===		===Can I automatically copy a Primary Account's address to it's Secondary Contacts?===
	Yes. When using secondary contacts you can either set them with their own unique address and phone numbers in the contact record (only needed if they are located in a different location). In case they are in the same location you can leave it empty, and the system will use the main account's address. This is usually printed out in reports and is used when copying the account address to appointments & tickets.		Yes. When using secondary contacts you can either set them with their own unique address and phone numbers in the contact record (only needed if they are located in a different location). In case they are in the same location you can leave it empty, and the system will use the main account's address. This is usually printed out in reports and is used when copying the account address to appointments & tickets.

			<br>

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

Reno: /* Can I update a data field for multiple Accounts at once? */

2009-12-22T19:39:13Z

Can I update a data field for multiple Accounts at once?

← Older revision		Revision as of 19:39, 22 December 2009
Line 53:		Line 53:
	You can determine which data fields will be available for the batch update by setting the batch update property in the field settings window. An Administrator can open the field settings window by double-clicking on the field label, navigating to the Advanced tab, and checking/unchecking the option 'Enable Batch Update'.		You can determine which data fields will be available for the batch update by setting the batch update property in the field settings window. An Administrator can open the field settings window by double-clicking on the field label, navigating to the Advanced tab, and checking/unchecking the option 'Enable Batch Update'.


			===Can I automatically copy a Primary Account's address to it's Secondary Contacts?===
			Yes. When using secondary contacts you can either set them with their own unique address and phone numbers in the contact record (only needed if they are located in a different location). In case they are in the same location you can leave it empty, and the system will use the main account's address. This is usually printed out in reports and is used when copying the account address to appointments & tickets.

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

Reno at 15:35, 28 October 2009

2009-10-28T15:35:51Z

← Older revision		Revision as of 15:35, 28 October 2009
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	{{faq}}		{{faq}}

			===Questions===
	*[[Accounts FAQ#Where can I view all the Accounts data?\|Where can I view all the Accounts data?]]		*[[Accounts FAQ#Where can I view all the Accounts data?\|Where can I view all the Accounts data?]]
	*[[Accounts FAQ#Can I import my customers/vendors/etc. (accounts) in to CommitCRM?\|Can I import my customers/vendors/etc. (accounts) in to CommitCRM?]]		*[[Accounts FAQ#Can I import my customers/vendors/etc. (accounts) in to CommitCRM?\|Can I import my customers/vendors/etc. (accounts) in to CommitCRM?]]
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	*[[Accounts FAQ#Can I define Custom Pricing for Accounts?\|Can I define Custom Pricing for Accounts?]]		*[[Accounts FAQ#Can I define Custom Pricing for Accounts?\|Can I define Custom Pricing for Accounts?]]
	*[[Accounts FAQ#Can I update a data field for multiple Accounts at once?\|Can I update a data field for multiple Accounts at once?]]		*[[Accounts FAQ#Can I update a data field for multiple Accounts at once?\|Can I update a data field for multiple Accounts at once?]]

			<br>
	*[[Accounts FAQ#See Also\|See Also]]		*[[Accounts FAQ#See Also\|See Also]]
			----

	===Where can I view all the Accounts data?===		===Where can I view all the Accounts data?===

← Older revision		Revision as of 07:41, 8 July 2020
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	===Questions===		===Questions===
	*[[Accounts FAQ#Where can I view all the Accounts data?\|Where can I view all the Accounts data?]]		*[[Accounts FAQ#Where can I view all the Accounts data?\|Where can I view all the Accounts data?]]
	*[[Accounts FAQ#Can I import my customers/vendors/etc. (accounts) in to ~~CommitCRM~~?\|Can I import my customers/vendors/etc. (accounts) in to ~~CommitCRM~~?]]		*[[Accounts FAQ#Can I import my customers/vendors/etc. (accounts) in to RangerMSP?\|Can I import my customers/vendors/etc. (accounts) in to RangerMSP?]]
	*[[Accounts FAQ#Can I batch delete all Account records I imported by mistake?\|Can I batch delete all Account records I imported by mistake?]]		*[[Accounts FAQ#Can I batch delete all Account records I imported by mistake?\|Can I batch delete all Account records I imported by mistake?]]
	*[[Accounts FAQ#What is the 'Pop-up' field in the Account window?\|What is the 'Pop-up' field in the Account window?]]		*[[Accounts FAQ#What is the 'Pop-up' field in the Account window?\|What is the 'Pop-up' field in the Account window?]]
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	===Can I import my customers/vendors/etc. (accounts) in to ~~CommitCRM~~?===		===Can I import my customers/vendors/etc. (accounts) in to RangerMSP?===
	Accounts can be imported from various data sources including Excel files, CSV files, the MS-Outlook® contact folder, QuickBooks and others. To import Accounts, open the Accounts window and select 'Import Accounts' from the Tools menu.		Accounts can be imported from various data sources including Excel files, CSV files, the MS-Outlook® contact folder, QuickBooks and others. To import Accounts, open the Accounts window and select 'Import Accounts' from the Tools menu.

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	For best results, make sure to follow these steps:		For best results, make sure to follow these steps:
	# [[Backup_and_Restore_FAQ\|Back up]] your ~~CommitCRM~~ database.		# [[Backup_and_Restore_FAQ\|Back up]] your RangerMSP database.
	# Filter the Accounts list to show only the ones you want to update.		# Filter the Accounts list to show only the ones you want to update.
	# Go to the Accounts menu > Tools > Batch Update…		# Go to the Accounts menu > Tools > Batch Update…
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	===How can I hide inactive Accounts?===		===How can I hide inactive Accounts?===
	From version 7 of ~~CommitCRM~~ you will find in the Accounts window on the "Find" bar there is a simple checkbox to "Hide Inactive Accounts".		From version 7 of RangerMSP you will find in the Accounts window on the "Find" bar there is a simple checkbox to "Hide Inactive Accounts".

	For previous versions just click the Filter button then in the Configure Filter popup, select Status in the Field box, then select Equals and in the last box click the magnifying glass and choose the statuses which you want to see, you can add additional filters here too if you need. You can save this Filter for easy access in future by clicking the disk icon in the top right corner of the popup. Now to activate the filter, you just have to check the box next to the Filter button.		For previous versions just click the Filter button then in the Configure Filter popup, select Status in the Field box, then select Equals and in the last box click the magnifying glass and choose the statuses which you want to see, you can add additional filters here too if you need. You can save this Filter for easy access in future by clicking the disk icon in the top right corner of the popup. Now to activate the filter, you just have to check the box next to the Filter button.