Labels - Revision history

Dina at 12:56, 8 July 2020

2020-07-08T12:56:06Z

← Older revision		Revision as of 12:56, 8 July 2020
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	New in version 7 is the powerful Labels system which allows you to add color coded labels to Tickets from various places within ~~CommitCRM~~, including the Web Interface, and to perform a range of actions based on those Labels.		New in version 7 is the powerful Labels system which allows you to add color coded labels to Tickets from various places within RangerMSP, including the Web Interface, and to perform a range of actions based on those Labels.


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	'''Default Labels for Email Connector'''		'''Default Labels for Email Connector'''

	You can automatically label Tickets created via the Email Connector - for Email to Tickets and for Automated Emails. To do so just go to '''Settings > ~~CommitCRM~~ Email Connector > New Tickets - Label Settings''' and then you can click the magnifying glass on either or both of the boxes to select Labels and select one or more Labels to use for generated Tickets.		You can automatically label Tickets created via the Email Connector - for Email to Tickets and for Automated Emails. To do so just go to '''Settings > RangerMSP Email Connector > New Tickets - Label Settings''' and then you can click the magnifying glass on either or both of the boxes to select Labels and select one or more Labels to use for generated Tickets.

Robert at 08:35, 21 August 2014

2014-08-21T08:35:28Z

← Older revision		Revision as of 08:35, 21 August 2014
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	You can automatically label Tickets created by a specific Contact. To do so just select the Contact in the Accounts list and double-click to open the Secondary Contact popup, click the magnifying glass in the '''Default Labels for Tickets''' box and select one or more Labels to use for all Tickets created by this Contact.		You can automatically label Tickets created by a specific Contact. To do so just select the Contact in the Accounts list and double-click to open the Secondary Contact popup, click the magnifying glass in the '''Default Labels for Tickets''' box and select one or more Labels to use for all Tickets created by this Contact.

	[[File:Default-label-for-contact.~~png~~]]		[[File:Default-label-for-contact.png‎\|center]]

	== Filtering on Labels ==		== Filtering on Labels ==

Robert at 08:34, 21 August 2014

2014-08-21T08:34:50Z

← Older revision		Revision as of 08:34, 21 August 2014
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	[[File:Email-connector-labels.png‎\|center]]		[[File:Email-connector-labels.png‎\|center]]


			'''Default Labels for Secondary Contact'''

			You can automatically label Tickets created by a specific Contact. To do so just select the Contact in the Accounts list and double-click to open the Secondary Contact popup, click the magnifying glass in the '''Default Labels for Tickets''' box and select one or more Labels to use for all Tickets created by this Contact.

			[[File:Default-label-for-contact.png]]

	== Filtering on Labels ==		== Filtering on Labels ==

Robert: /* Default Labels */

2014-02-06T12:57:26Z

Default Labels

← Older revision		Revision as of 12:57, 6 February 2014
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	'''Accounts'''		'''Accounts'''

	In the Accounts window, select an Account and go to the Service tab where you will see a box for Default Labels for Tickets - click the magnifying glass and select one or more Labels to use for this Account.		In the Accounts window, select an Account and go to the Service tab where you will see a box for '''Default Labels for Tickets''' - click the magnifying glass and select one or more Labels to use for this Account.


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	'''Default Labels for RMM Integration'''		'''Default Labels for RMM Integration'''

	You can automatically label Tickets created via integrated RMM systems such as GFIMax and Continuum. To do so just go to Settings > RMM Integration > New Tickets - Label Settings click the magnifying glass and select one or more Labels to use for RMM generated Tickets.		You can automatically label Tickets created via integrated RMM systems such as GFIMax and Continuum. To do so just go to '''Settings > RMM Integration > New Tickets - Label Settings''', click the magnifying glass and select one or more Labels to use for RMM generated Tickets.


	'''Default Labels for Email Connector'''		'''Default Labels for Email Connector'''

	You can automatically label Tickets created via the Email Connector - for Email to Tickets and for Automated Emails. To do so just go to Settings > CommitCRM Email Connector > New Tickets - Label Settings and then you can click the magnifying glass on either or both of the boxes to select Labels and select one or more Labels to use for generated Tickets.		You can automatically label Tickets created via the Email Connector - for Email to Tickets and for Automated Emails. To do so just go to '''Settings > CommitCRM Email Connector > New Tickets - Label Settings''' and then you can click the magnifying glass on either or both of the boxes to select Labels and select one or more Labels to use for generated Tickets.

Robert: /* Default Labels */

2014-02-06T12:41:12Z

Default Labels

← Older revision		Revision as of 12:41, 6 February 2014
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	== Default Labels ==		== Default Labels ==

	~~'''Default Labels in Accounts, Contracts and Assets'''~~

	Labels can be automatically added for all Tickets from specified Accounts, Contracts and Assets, like so:		Labels can be automatically added for all Tickets from specified Accounts, Contracts and Assets, like so:
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	[[File:Email-connector-labels.png‎\|center]]		[[File:Email-connector-labels.png‎\|center]]


	== Filtering on Labels ==		== Filtering on Labels ==

Robert: Created page with 'New in version 7 is the powerful Labels system which allows you to add color coded labels to Tickets from various places within CommitCRM, including the Web Interface, and to per…'

2014-02-06T12:35:08Z

Created page with 'New in version 7 is the powerful Labels system which allows you to add color coded labels to Tickets from various places within CommitCRM, including the Web Interface, and to per…'

New page

New in version 7 is the powerful Labels system which allows you to add color coded labels to Tickets from various places within CommitCRM, including the Web Interface, and to perform a range of actions based on those Labels.

__TOC__

== Creating and Managing Labels ==

Before you can label a Ticket you must create at least one Label to use unless you want to use those which are included by default. To create a Label go to the Tickets window and click '''Labels''' in the menu bar and then select '''Create New'''. In the Label Properties popup you must enter a Name and choose a color. Click OK and now your new Label will appear in the Labels drop-down when you click Labels in the menu bar. It will also appear in the Labels section in the left column of the Tickets widow.

To manage existing Labels, click the Labels button in the menu bar and select Manage Labels which will open the Manage Labels popup where you can select Labels to Edit or Delete and also you can create New labels here.

[[File:Manage-labels.png‎|center]]

== Adding Labels to Tickets ==

After creating Labels they can now be added to Tickets in a number of ways. The simplest way is to just drag a Ticket from the list and drop it on to a Label in the left column of the Tickets window.

Alternatively you can select a Ticket from the list and then click the Labels button on the menu and then select the Label to add.

Once Labels have been added to a Ticket you will see them at the top of the Ticket Preview tab. You will also see them in front of the Description section in the Tickets list.

Note that you can add multiple Labels to a single Ticket.

[[File:Add-labels-to-tickets.png‎|center]]

== Removing Labels from Tickets ==

On the Tickets Preview tab you will see the Labels for a Ticket at the top and there is an X on the right side of each Label - simply click the X to remove that Label from the Ticket. Deleting a Label itself (through Manage Labels) will also cause it to be removed from all Tickets it had been added to.

== Default Labels ==

'''Default Labels in Accounts, Contracts and Assets'''

Labels can be automatically added for all Tickets from specified Accounts, Contracts and Assets, like so:

'''Accounts'''

In the Accounts window, select an Account and go to the Service tab where you will see a box for Default Labels for Tickets - click the magnifying glass and select one or more Labels to use for this Account.

'''Contracts'''

In the Contracts window, select a Contract and go to the Details tab where you will see a box for Default Labels for Tickets - click the magnifying glass and select one or more Labels to use for this Contract.

'''Assets'''

In the Assets window, select an Asset and go to the Details tab where you will see a box for Default Labels for Tickets at the bottom of the tab - click the magnifying glass and select one or more Labels to use for this Asset.

'''Default Labels for RMM Integration'''

You can automatically label Tickets created via integrated RMM systems such as GFIMax and Continuum. To do so just go to Settings > RMM Integration > New Tickets - Label Settings click the magnifying glass and select one or more Labels to use for RMM generated Tickets.

'''Default Labels for Email Connector'''

You can automatically label Tickets created via the Email Connector - for Email to Tickets and for Automated Emails. To do so just go to Settings > CommitCRM Email Connector > New Tickets - Label Settings and then you can click the magnifying glass on either or both of the boxes to select Labels and select one or more Labels to use for generated Tickets.

[[File:Email-connector-labels.png‎|center]]

== Filtering on Labels ==

Filtering the Tickets list based on Label is very quick and easy to do - just click the Label in the left column of the Tickets window and it is done.

== Reports on Labels ==

Generating Reports on Tickets has also been enhanced with the ability to filter your Reports based on Labels. When you click the Generate button you will see an option for Labels where you can select one or more Labels to include in your Report filter.