Introduction - Revision history

Dina at 08:36, 8 July 2020

2020-07-08T08:36:08Z

Dina at 11:01, 19 June 2020

2020-06-19T11:01:05Z

← Older revision		Revision as of 11:01, 19 June 2020
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	Following you can find information about the features provided with the CommitCRM client application, and the optional advanced features offered to our users.		Following you can find information about the features provided with the CommitCRM client application, and the optional advanced features offered to our users.
	<br><br>		<br><br>
	~~In addition, we recommend that you review the''' [[Videos\|Videos section]]''' for helpful instructional videos and demos.~~
	<br><br>		<br><br>
	__TOC__		__TOC__
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	>> [[Ticket_Management\|Read more about Ticket Management]].<br>		>> [[Ticket_Management\|Read more about Ticket Management]].<br>
	>> [[Tickets\|Read more about a Ticket's lifecycle - booking a ticket, providing service and billing the customer]].<br>		>> [[Tickets\|Read more about a Ticket's lifecycle - booking a ticket, providing service and billing the customer]].<br>
	~~>> [[Videos#Ticket_Management\|Watch Ticket management Videos]].~~

	== Contracts ==		== Contracts ==
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	>> [[Billing\|Read more about Billing and Contract Management]]. <br>		>> [[Billing\|Read more about Billing and Contract Management]]. <br>
	~~>> [[Videos#Contracts_.26_Billing\|Watch Contract Videos]].~~

	== Charges ==		== Charges ==
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	>> [[Billing\|Read more about Billing Management]]. <br>		>> [[Billing\|Read more about Billing Management]]. <br>
	>> [[Charges\|Read more about Charges]]. <br>		>> [[Charges\|Read more about Charges]]. <br>
	~~>> [[Videos#Contracts_.26_Billing\|Watch Billing Videos]].~~

	== Items ==		== Items ==
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	>> [[Items\|Read more about Items]]. <br>		>> [[Items\|Read more about Items]]. <br>
	>> [[Billing\|Read more about Billing Management]]. <br>		>> [[Billing\|Read more about Billing Management]]. <br>
	~~>> [[Videos#Contracts_.26_Billing\|Watch Billing Videos]].~~

	== Employees and Users ==		== Employees and Users ==
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	*[[Email_Connector\|CommitCRM Email Connector]]		*[[Email_Connector\|CommitCRM Email Connector]]
	*[[Alerts_Server\|CommitCRM Alerts Server]]		*[[Alerts_Server\|CommitCRM Alerts Server]]
	*[[Videos]]

	[[Category:Getting Started]]		[[Category:Getting Started]]

Dina at 19:38, 18 June 2020

2020-06-18T19:38:19Z

← Older revision		Revision as of 19:38, 18 June 2020
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	>> [[Tickets\|Read more about Ticket Lifecycle and Dispatching]].<br>		>> [[Tickets\|Read more about Ticket Lifecycle and Dispatching]].<br>
	~~>> [http://www.commitcrm.com/videos/commit_crm_getting_started_tutorial_video.htm Watch Getting Tutorial Video demonstrating Ticket dispatching and billing].~~

	== Documents ==		== Documents ==
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	* [[Community_Sharing_Center\|Reports Sharing Center]].		* [[Community_Sharing_Center\|Reports Sharing Center]].
	* [[Reports_FAQ\|Reports FAQ]].		* [[Reports_FAQ\|Reports FAQ]].
	* [http://www.commitcrm.com/videos/commit_report_designer_tutorial_video.htm Watch a video about Customizing Reports].
	<br><br>		<br><br>

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	>> [[Web_Interface\|Read more about CommitCRM Web Interface features and Setup]].<br>		>> [[Web_Interface\|Read more about CommitCRM Web Interface features and Setup]].<br>
	>> [[subcontractors\|Read more about working with subcontractors]].<br>		>> [[subcontractors\|Read more about working with subcontractors]].<br>
	~~>> [http://www.commitcrm.com/videos/web_interface_installation_video.htm Watch Web Interface Setup Video].~~

	==Customers Web Portal==		==Customers Web Portal==
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	>> [[Web_Interface\|Read more about CommitCRM Web Interface features and Setup]].<br>		>> [[Web_Interface\|Read more about CommitCRM Web Interface features and Setup]].<br>
	>> [[Web_Interface#Setting_Customer_Privileges\|Read more about setting customer privileges]].<br>		>> [[Web_Interface#Setting_Customer_Privileges\|Read more about setting customer privileges]].<br>
	~~>> [http://www.commitcrm.com/videos/web_interface_installation_video.htm Watch Web Interface Setup Video].~~

	==Email to Ticket==		==Email to Ticket==
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	>> [[Email_Connector\|Read more about CommitCRM Email Connector]].<br>		>> [[Email_Connector\|Read more about CommitCRM Email Connector]].<br>
	~~>> [http://www.commitcrm.com/videos/email_connector_setup_video.htm CommitCRM Email Connector Setup video (recommended!)].~~

	==Email Threading for Tickets==		==Email Threading for Tickets==
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	>> [[Alerts_Server\|Read more about CommitCRM Alerts Server features and setup]].<br>		>> [[Alerts_Server\|Read more about CommitCRM Alerts Server features and setup]].<br>
	~~>> [http://www.commitcrm.com/videos/email_connector_setup_video.htm Alerts Server Setup Video (recommended!)].~~

	==CommitCRM API==		==CommitCRM API==
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	SQL is an optional add-on product that is licensed and priced according to the number of concurrent open connections to the database, meaning the number of PCs, servers or terminal services sessions who access the CommitCRM database server at the same time.		SQL is an optional add-on product that is licensed and priced according to the number of concurrent open connections to the database, meaning the number of PCs, servers or terminal services sessions who access the CommitCRM database server at the same time.

	>> [http://~~www.commitcrm.com~~/products/sql-database Read more about SQL Database for CommitCRM].<br>		>> [http://{{SERVERNAME}}/products/sql-database Read more about SQL Database for CommitCRM].<br>

	=See Also=		=See Also=

Dina at 18:14, 21 March 2020

2020-03-21T18:14:08Z

← Older revision		Revision as of 18:14, 21 March 2020
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	* '''Ticket Status''' - Track a Ticket status and see whether it was scheduled for an on-site visit, whether it is awaiting information from a customer, or whether it was resolved and closed.		* '''Ticket Status''' - Track a Ticket status and see whether it was scheduled for an on-site visit, whether it is awaiting information from a customer, or whether it was resolved and closed.
	* '''Related Data''' - See all related data in a single place including scheduled technician visits, open tasks that must be completed in order for the ticket to be closed, special service notes, information regarding the Account's service contract, linked documents, charges for labor, expenses and parts, etc.		* '''Related Data''' - See all related data in a single place including scheduled technician visits, open tasks that must be completed in order for the ticket to be closed, special service notes, information regarding the Account's service contract, linked documents, charges for labor, expenses and parts, etc.
	* '''Tickets Inbox''' - Manage all customer-related activity using the [[Ticket_Management#Inbox\|Tickets Inbox]]. See new Tickets created by customers or external application (e.g. RMM application) using the [[Web Interface\|CommitCRM Web Interface]]or the [[~~Commit_API_Developers_Guide~~\|CommitCRM API]].		* '''Tickets Inbox''' - Manage all customer-related activity using the [[Ticket_Management#Inbox\|Tickets Inbox]]. See new Tickets created by customers or external application (e.g. RMM application) using the [[Web Interface\|CommitCRM Web Interface]]or the [[API_Developers_Guide\|CommitCRM API]].
	* '''Email Correspondence''' - View and manage [[Ticket_Management#Email_Correspondence\|email correspondence]] with the customer or with other employees using the Email Recipients and Ticket History tabs.		* '''Email Correspondence''' - View and manage [[Ticket_Management#Email_Correspondence\|email correspondence]] with the customer or with other employees using the Email Recipients and Ticket History tabs.

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	The CommitCRM API provides developers with a set of APIs which allow them to perform database transactions in order to read, add and update records in the CommitCRM database. The API can be used as a Programming API by embedding code which uses the API functions, or as an API by Email (available only for adding or updating data) which allows you to send XML formatted emails which will be processed and executed.		The CommitCRM API provides developers with a set of APIs which allow them to perform database transactions in order to read, add and update records in the CommitCRM database. The API can be used as a Programming API by embedding code which uses the API functions, or as an API by Email (available only for adding or updating data) which allows you to send XML formatted emails which will be processed and executed.
	<br><br>		<br><br>
	>> [[~~Commit_API_Developers_Guide~~\|Read more about CommitCRM API and ODBC]].<br>		>> [[API_Developers_Guide\|Read more about CommitCRM API and ODBC]].<br>
	>> [[API_by_Email_and_MSP_Integration\|Read more about API by Email]].<br>		>> [[API_by_Email_and_MSP_Integration\|Read more about API by Email]].<br>

Dina at 16:23, 21 March 2020

2020-03-21T16:23:32Z

← Older revision		Revision as of 16:23, 21 March 2020
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	*[[Documents]]		*[[Documents]]
	*[[Knowledge Base]]		*[[Knowledge Base]]
	*[[~~Commit-~~Outlook_Sync\|CommitCRM-Outlook Sync]]		*[[Outlook_Sync\|CommitCRM-Outlook Sync]]
	*[[QuickBooks_Link\|CommitCRM-QuickBooks Link]]		*[[QuickBooks_Link\|CommitCRM-QuickBooks Link]]
	*[[Web_Interface\|CommitCRM Web Interface]]		*[[Web_Interface\|CommitCRM Web Interface]]

Dina: /* CommitCRM-Outlook Sync */

2020-03-21T16:06:31Z

CommitCRM-Outlook Sync

← Older revision		Revision as of 16:06, 21 March 2020
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	==CommitCRM-Outlook Sync==		==CommitCRM-Outlook Sync==
	The [[~~Commit-~~Outlook_Sync\|CommitCRM-Outlook Sync]] module supports two-way data synchronization between CommitCRM and Outlook, which means that any additions and changes performed in one program will transfer over to the other. Note that the synchronization module allows information from Contacts, Appointments and Tasks to be synchronized.		The [[Outlook_Sync\|CommitCRM-Outlook Sync]] module supports two-way data synchronization between CommitCRM and Outlook, which means that any additions and changes performed in one program will transfer over to the other. Note that the synchronization module allows information from Contacts, Appointments and Tasks to be synchronized.

	CommitCRM-Outlook Sync synchronizes your '''Appointments''', '''Tasks''' and '''Accounts''' between the application, and provides auto-sync options to automatically sync at predefined intervals. You can sync with your local Outlook folder or with your Exchange server Outlook folders.		CommitCRM-Outlook Sync synchronizes your '''Appointments''', '''Tasks''' and '''Accounts''' between the application, and provides auto-sync options to automatically sync at predefined intervals. You can sync with your local Outlook folder or with your Exchange server Outlook folders.
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	* Carry your updated customer and calendar information with you on your PDA or Smart Phone.		* Carry your updated customer and calendar information with you on your PDA or Smart Phone.

	>> [[~~Commit-~~Outlook_Sync\|Read more about CommitCRM-Outlook Sync features and setup]].		>> [[Outlook_Sync\|Read more about CommitCRM-Outlook Sync features and setup]].

	==CommitCRM-QuickBooks Link==		==CommitCRM-QuickBooks Link==

Sheli: /* SQL Database for CommitCRM */

2016-07-21T15:22:43Z

SQL Database for CommitCRM

← Older revision		Revision as of 15:22, 21 July 2016
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	SQL is an optional add-on product that is licensed and priced according to the number of concurrent open connections to the database, meaning the number of PCs, servers or terminal services sessions who access the CommitCRM database server at the same time.		SQL is an optional add-on product that is licensed and priced according to the number of concurrent open connections to the database, meaning the number of PCs, servers or terminal services sessions who access the CommitCRM database server at the same time.

	>> [http://www.commitcrm.com/products/sql-database \| Read more about SQL Database for CommitCRM].<br>		>> [http://www.commitcrm.com/products/sql-database Read more about SQL Database for CommitCRM].<br>

	=See Also=		=See Also=

Dina: /* SQL Database for CommitCRM */

2016-07-21T14:50:21Z

SQL Database for CommitCRM

← Older revision		Revision as of 14:50, 21 July 2016
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	''Note: The CommitCRM system provides a reliable, advanced and network-ready shared file-based database which doesn't require the server-based database described below. This is an '''optional''' add-on.''		''Note: The CommitCRM system provides a reliable, advanced and network-ready shared file-based database which doesn't require the server-based database described below. This is an '''optional''' add-on.''

	The SQL Database for CommitCRM is an optional product for the CommitCRM product. SQL ~~Database~~ includes a SQL-based client/server database server that provides a robust solution for larger networks with many concurrent users and a high-database transaction volume. It provides bulletproof data integrity on networks and increased speed.		The SQL Database for CommitCRM is an optional product for the CommitCRM product. SQL includes a SQL-based client/server database server that provides a robust solution for larger networks with many concurrent users and a high-database transaction volume. It provides bulletproof data integrity on networks and increased speed.

	SQL also grants you the license to use CommitCRM remotely when using technologies such as Terminal Services or Citrix. This allows remote users to run CommitCRM through a remote session on the server. We also recommend our CommitCRM Web Interface module for remote users.		SQL also grants you the license to use CommitCRM remotely when using technologies such as Terminal Services or Citrix. This allows remote users to run CommitCRM through a remote session on the server. We also recommend our CommitCRM Web Interface module for remote users.
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	SQL is an optional add-on product that is licensed and priced according to the number of concurrent open connections to the database, meaning the number of PCs, servers or terminal services sessions who access the CommitCRM database server at the same time.		SQL is an optional add-on product that is licensed and priced according to the number of concurrent open connections to the database, meaning the number of PCs, servers or terminal services sessions who access the CommitCRM database server at the same time.

	>> [http://www.commitcrm.com/~~sql_database_server.htm~~\| Read more about SQL Database for CommitCRM].<br>		>> [http://www.commitcrm.com/products/sql-database \| Read more about SQL Database for CommitCRM].<br>

	=See Also=		=See Also=

Dina: /* CommitCRM SQL Database Server (CSD) */

2016-07-21T12:36:34Z

CommitCRM SQL Database Server (CSD)

← Older revision		Revision as of 12:36, 21 July 2016
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	<br>		<br>

	==~~CommitCRM~~ SQL Database ~~Server (CSD)~~==		==SQL Database for CommitCRM==
	''Note: The CommitCRM system provides a reliable, advanced and network-ready shared file-based database which doesn't require the server-based database described below. This is an '''optional''' add-on.''		''Note: The CommitCRM system provides a reliable, advanced and network-ready shared file-based database which doesn't require the server-based database described below. This is an '''optional''' add-on.''

	The ~~CommitCRM~~ SQL Database ~~Server (CSD)~~ is an optional product for the CommitCRM product. ~~CSD~~ includes a SQL-based client/server database server that provides a robust solution for larger networks with many concurrent users and a high-database transaction volume. It provides bulletproof data integrity on networks and increased speed.		The SQL Database for CommitCRM is an optional product for the CommitCRM product. SQL Database includes a SQL-based client/server database server that provides a robust solution for larger networks with many concurrent users and a high-database transaction volume. It provides bulletproof data integrity on networks and increased speed.

	~~CSD~~ also grants you the license to use CommitCRM remotely when using technologies such as Terminal Services or Citrix. This allows remote users to run CommitCRM through a remote session on the server. We also recommend our CommitCRM Web Interface module for remote users.		SQL also grants you the license to use CommitCRM remotely when using technologies such as Terminal Services or Citrix. This allows remote users to run CommitCRM through a remote session on the server. We also recommend our CommitCRM Web Interface module for remote users.

	There are no ongoing administrative costs. ~~CSD~~ runs on your server and almost never require any user intervention, settings, periodic maintenance, etc.		There are no ongoing administrative costs. SQL runs on your server and almost never require any user intervention, settings, periodic maintenance, etc.

	~~CSD~~ is an optional add-on product that is licensed and priced according to the number of concurrent open connections to the database, meaning the number of PCs, servers or terminal services sessions who access the CommitCRM database server at the same time.		SQL is an optional add-on product that is licensed and priced according to the number of concurrent open connections to the database, meaning the number of PCs, servers or terminal services sessions who access the CommitCRM database server at the same time.

	>> [http://www.commitcrm.com/sql_database_server.htm\| Read more about ~~CommitCRM~~ SQL Database ~~Server~~].<br>		>> [http://www.commitcrm.com/sql_database_server.htm\| Read more about SQL Database for CommitCRM].<br>

	=See Also=		=See Also=

Robert: /* CommitCRM Application Features */

2014-08-21T09:20:51Z

CommitCRM Application Features

← Older revision		Revision as of 09:20, 21 August 2014
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	CommitCRM provides a 360 degree view of your customers. Each customer is stored as an ''Account'' in CommitCRM. Around the Customer Database core, you can manage the three main functions of your business - Service & Dispatching, Sales & Marketing, and Billing – all supported by comprehensive modules that integrate with each other and with the core of the system. The application modules are described below and provide pointers to additional information available on our resources.		CommitCRM provides a 360 degree view of your customers. Each customer is stored as an ''Account'' in CommitCRM. Around the Customer Database core, you can manage the three main functions of your business - Service & Dispatching, Sales & Marketing, and Billing – all supported by comprehensive modules that integrate with each other and with the core of the system. The application modules are described below and provide pointers to additional information available on our resources.

			For new users who are unfamiliar with CommitCRM we offer an option to use "Simple Mode" which hides some of the more complex functions so you can get started and up to speed faster before tackling the more advanced features. You can switch between Simple and Advanced modes at any time just by going to '''View > Switch to Simple/Advanced Mode'''.

	== Accounts==		== Accounts==