Online Services - Revision history

Dina at 13:17, 8 July 2020

2020-07-08T13:17:47Z

← Older revision		Revision as of 13:17, 8 July 2020
Line 1:		Line 1:
	{{integration}}		{{integration}}

	~~CommitCRM~~'s '''Online Services''' is a powerful feature which allows you to link to web sites (URL) and activate the web application using parameters taken from ~~CommitCRM~~.		RangerMSP's '''Online Services''' is a powerful feature which allows you to link to web sites (URL) and activate the web application using parameters taken from RangerMSP.

	You can define as many online Services as you wish. This feature is available for the following entities: Accounts, Tickets, Assets, Items, Contracts, Knowledge Base Articles and Opportunities.		You can define as many online Services as you wish. This feature is available for the following entities: Accounts, Tickets, Assets, Items, Contracts, Knowledge Base Articles and Opportunities.
Line 14:		Line 14:

	==What can I use Online Services for?==		==What can I use Online Services for?==
	Wouldn't you like your technicians to be able to find an address for a scheduled visit with just a single click? You can do this by defining an Online Service which will open maps site (e.g. Google Maps, Yahoo! Maps etc.) and the map will open automatically on the address of the Account or Contact stored in ~~CommitCRM~~.		Wouldn't you like your technicians to be able to find an address for a scheduled visit with just a single click? You can do this by defining an Online Service which will open maps site (e.g. Google Maps, Yahoo! Maps etc.) and the map will open automatically on the address of the Account or Contact stored in RangerMSP.

	This powerful tool allows you to define any URL and open it with parameters. You can basically do with it whatever you want.		This powerful tool allows you to define any URL and open it with parameters. You can basically do with it whatever you want.
Line 24:		Line 24:
	*'''Name''' - The name of the service which will be displayed in the Online Services list and menus throughout the system, for example, "Google Maps".		*'''Name''' - The name of the service which will be displayed in the Online Services list and menus throughout the system, for example, "Google Maps".
	*'''Base URL''' - The URL you wish to open in order to use the Service. This is the address of the main service (before passing any parameters to it), for example <nowiki>http://maps.google.com/maps</nowiki>.		*'''Base URL''' - The URL you wish to open in order to use the Service. This is the address of the main service (before passing any parameters to it), for example <nowiki>http://maps.google.com/maps</nowiki>.
	*'''URL Parameters''' - Parameters which will be appended to the URL in order to create specific queries when opening the URL. These parameters can be ~~CommitCRM~~ Account database fields which will be taken and filled from ~~CommitCRM~~ when clicking the Online Service.		*'''URL Parameters''' - Parameters which will be appended to the URL in order to create specific queries when opening the URL. These parameters can be RangerMSP Account database fields which will be taken and filled from RangerMSP when clicking the Online Service.

	See the [[Online_Services#Tips_.26_Tricks_.28Samples.29\|Tips & Tricks]] for examples of useful Online Services		See the [[Online_Services#Tips_.26_Tricks_.28Samples.29\|Tips & Tricks]] for examples of useful Online Services

	==Activating Online Services==		==Activating Online Services==
	Online Services can be activated from various places in ~~CommitCRM~~ including:		Online Services can be activated from various places in RangerMSP including:
	*The '''Account, Ticket, Asset, Item, Opportunity, Contract, Knowledge Base Article windows''' - click the Online Services icon to activate the service for the selected account		*The '''Account, Ticket, Asset, Item, Opportunity, Contract, Knowledge Base Article windows''' - click the Online Services icon to activate the service for the selected account
	*The '''Dispatcher Windows''' - right-click on a selected Ticket to run any Online Service for the Ticket's Account or Contact (such as displaying a map).		*The '''Dispatcher Windows''' - right-click on a selected Ticket to run any Online Service for the Ticket's Account or Contact (such as displaying a map).
Line 40:		Line 40:

	==Sharing Online Services==		==Sharing Online Services==
	Starting with ~~CommitCRM~~ 5.4 you can easily share Online Services with other ~~CommitCRM~~ users, using a dedicated forum.		Starting with RangerMSP 5.4 you can easily share Online Services with other RangerMSP users, using a dedicated forum.

	Each of the shared Online Services can be exported to a file, and uploaded to a community sharing forum, so other users can download it and use in ~~CommitCRM~~.		Each of the shared Online Services can be exported to a file, and uploaded to a community sharing forum, so other users can download it and use in RangerMSP.

	By sharing your work you’ll help other members, and you’ll enjoy other members work. This can save you tremendous amount of time as you can take advantage of a lot of work already invested by other users creating templates which may be very well-suited for your needs. All Online Services can then be further adjusted like any other Activity Template, to fit your specific requirements.		By sharing your work you’ll help other members, and you’ll enjoy other members work. This can save you tremendous amount of time as you can take advantage of a lot of work already invested by other users creating templates which may be very well-suited for your needs. All Online Services can then be further adjusted like any other Activity Template, to fit your specific requirements.
Line 51:		Line 51:
	==Possible Usage==		==Possible Usage==
	*'''Online Services and Assets''' – Access your MSP product online and pass the Asset ID to display its details from your external system		*'''Online Services and Assets''' – Access your MSP product online and pass the Asset ID to display its details from your external system
	*'''Online Services and Items''' – Search for better prices for items by passing specific item information directly from within ~~CommitCRM~~.		*'''Online Services and Items''' – Search for better prices for items by passing specific item information directly from within RangerMSP.
	*'''Online Services for Assets''' – Search for a specific product review by its hardware serial number.		*'''Online Services for Assets''' – Search for a specific product review by its hardware serial number.
	*'''Online Services for Tickets''' – Search in online knowledge bases for solutions based on the ticket description		*'''Online Services for Tickets''' – Search in online knowledge bases for solutions based on the ticket description
Line 338:		Line 338:

	===Network Diagnostics===		===Network Diagnostics===
	These tools are mostly accessable from the command line in any Linux system, but we thought that it'd be useful to be able to run these tests for your customers, all from the Online Services menu in ~~CommitCRM~~.		These tools are mostly accessable from the command line in any Linux system, but we thought that it'd be useful to be able to run these tests for your customers, all from the Online Services menu in RangerMSP.

	====Network Testing Tools====		====Network Testing Tools====
Line 663:		Line 663:
	<u>Notes:</u>		<u>Notes:</u>
	#You'll need to replace "server.n-able.com", "email@domain.com" and "your_actual_password" with your actual information.		#You'll need to replace "server.n-able.com", "email@domain.com" and "your_actual_password" with your actual information.
	#In addition to the integration described here, you can also automatically create Tickets out of incoming email alerts arriving from N-central. This is done using the [[Email Connector\|~~CommitCRM~~ Email Connector]]'s [[API_by_Email_and_MSP_Integration#Automated_Emails\|Automated Emails]] which allow analyzing the incoming alert's subject to find the customer in the ~~CommitCRM~~ database. See more details in [[MSP_Integration_Setup#N-able.E2.84.A2_N-central.E2.84.A2\|N-able™ N-central™ Integration Setup]].		#In addition to the integration described here, you can also automatically create Tickets out of incoming email alerts arriving from N-central. This is done using the [[Email Connector\|RangerMSP Email Connector]]'s [[API_by_Email_and_MSP_Integration#Automated_Emails\|Automated Emails]] which allow analyzing the incoming alert's subject to find the customer in the RangerMSP database. See more details in [[MSP_Integration_Setup#N-able.E2.84.A2_N-central.E2.84.A2\|N-able™ N-central™ Integration Setup]].

	{\| class="wikitable"		{\| class="wikitable"

Dina at 09:53, 19 June 2020

2020-06-19T09:53:26Z

← Older revision		Revision as of 09:53, 19 June 2020
Line 46:		Line 46:
	By sharing your work you’ll help other members, and you’ll enjoy other members work. This can save you tremendous amount of time as you can take advantage of a lot of work already invested by other users creating templates which may be very well-suited for your needs. All Online Services can then be further adjusted like any other Activity Template, to fit your specific requirements.		By sharing your work you’ll help other members, and you’ll enjoy other members work. This can save you tremendous amount of time as you can take advantage of a lot of work already invested by other users creating templates which may be very well-suited for your needs. All Online Services can then be further adjusted like any other Activity Template, to fit your specific requirements.

	For further instructions on how to export and import Online Services, refer to the Activity Templates Sharing Center forum ( [http://~~www.commitcrm.com~~/forum/showthread.php?t=1558 Enter Online Services Sharing Center].)		For further instructions on how to export and import Online Services, refer to the Activity Templates Sharing Center forum ( [http://{{SERVERNAME}}/forum/showthread.php?t=1558 Enter Online Services Sharing Center].)
	<br><br>		<br><br>

Dina: Dina moved page Commit Online Services to Online Services

2020-03-21T19:54:22Z

Dina moved page Commit Online Services to Online Services

← Older revision	Revision as of 19:54, 21 March 2020
(No difference)

Dina at 19:54, 21 March 2020

2020-03-21T19:54:08Z

← Older revision		Revision as of 19:54, 21 March 2020
Line 26:		Line 26:
	*'''URL Parameters''' - Parameters which will be appended to the URL in order to create specific queries when opening the URL. These parameters can be CommitCRM Account database fields which will be taken and filled from CommitCRM when clicking the Online Service.		*'''URL Parameters''' - Parameters which will be appended to the URL in order to create specific queries when opening the URL. These parameters can be CommitCRM Account database fields which will be taken and filled from CommitCRM when clicking the Online Service.

	See the [[~~Commit_Online_Services~~#Tips_.26_Tricks_.28Samples.29\|Tips & Tricks]] for examples of useful Online Services		See the [[Online_Services#Tips_.26_Tricks_.28Samples.29\|Tips & Tricks]] for examples of useful Online Services

	==Activating Online Services==		==Activating Online Services==
Line 70:		Line 70:
	<br>FLDCRDADDRESS1 is the account's Address field		<br>FLDCRDADDRESS1 is the account's Address field

	See usage example in [[~~Commit_Online_Services~~#Finding_Account_Address_From_Ticket_.28using_Lookup_Field.29\|Finding Account Address From Ticket]].		See usage example in [[Online_Services#Finding_Account_Address_From_Ticket_.28using_Lookup_Field.29\|Finding Account Address From Ticket]].
	<br><br>		<br><br>

Dina at 19:52, 21 March 2020

2020-03-21T19:52:36Z

← Older revision		Revision as of 19:52, 21 March 2020
Line 544:		Line 544:
	\|}		\|}

	====Finding Account Address From Ticket (using [[~~Commit~~ Online Services#Using Lookup Fields\|Lookup Field]]) ====		====Finding Account Address From Ticket (using [[Online Services#Using Lookup Fields\|Lookup Field]]) ====
	'''Google Address From Ticket''' - Opens Google and searches for the Address of the Account which is linked to the Ticket.		'''Google Address From Ticket''' - Opens Google and searches for the Address of the Account which is linked to the Ticket.
	{\| class="wikitable"		{\| class="wikitable"
Line 909:		Line 909:
	! Parameter Name to Use		! Parameter Name to Use
	\|-		\|-
	\| Account ([[~~Commit~~ Online Services#Lookup Fields\|Lookup field]])		\| Account ([[Online Services#Lookup Fields\|Lookup field]])
	\| <CMTLBLDATA_FLDASTACCRECID>		\| <CMTLBLDATA_FLDASTACCRECID>
	\|-		\|-
Line 918:		Line 918:
	\| <CMTLBLDATA_FLDASTASSETTYPE>		\| <CMTLBLDATA_FLDASTASSETTYPE>
	\|-		\|-
	\| Contact ([[~~Commit~~ Online Services#Lookup Fields\|Lookup field]])		\| Contact ([[Online Services#Lookup Fields\|Lookup field]])
	\| <CMTLBLDATA_FLDASTCONTACTRECID>		\| <CMTLBLDATA_FLDASTCONTACTRECID>
	\|-		\|-
Line 1,060:		Line 1,060:
	! Parameter Name to Use		! Parameter Name to Use
	\|-		\|-
	\| Account ([[~~Commit~~ Online Services#Lookup Fields\|Lookup field]])		\| Account ([[Online Services#Lookup Fields\|Lookup field]])
	\| <CMTLBLDATA_FLDBCTACCRECID>		\| <CMTLBLDATA_FLDBCTACCRECID>
	\|-		\|-
Line 1,078:		Line 1,078:
	\| <CMTLBLDATA_FLDBCTCREATEUSER_FLDWRKNICKNAME>		\| <CMTLBLDATA_FLDBCTCREATEUSER_FLDWRKNICKNAME>
	\|-		\|-
	\| Default Item Expense ([[~~Commit~~ Online Services#Lookup Fields\|Lookup field]])		\| Default Item Expense ([[Online Services#Lookup Fields\|Lookup field]])
	\| <CMTLBLDATA_FLDBCTDEFITMEXPNS>		\| <CMTLBLDATA_FLDBCTDEFITMEXPNS>
	\|-		\|-
	\| Default Item Labor ([[~~Commit~~ Online Services#Lookup Fields\|Lookup field]])		\| Default Item Labor ([[Online Services#Lookup Fields\|Lookup field]])
	\| <CMTLBLDATA_FLDBCTDEFITMLABOR>		\| <CMTLBLDATA_FLDBCTDEFITMLABOR>
	\|-		\|-
	\| Default Item Part ([[~~Commit~~ Online Services#Lookup Fields\|Lookup field]])		\| Default Item Part ([[Online Services#Lookup Fields\|Lookup field]])
	\| <CMTLBLDATA_FLDBCTDEFITMPART>		\| <CMTLBLDATA_FLDBCTDEFITMPART>
	\|-		\|-
Line 1,200:		Line 1,200:
	\| <CMTLBLDATA_FLDOPPCALCAMOUNT>		\| <CMTLBLDATA_FLDOPPCALCAMOUNT>
	\|-		\|-
	\| Account ([[~~Commit~~ Online Services#Lookup Fields\|Lookup field]])		\| Account ([[Online Services#Lookup Fields\|Lookup field]])
	\| <CMTLBLDATA_FLDOPPCARDID>		\| <CMTLBLDATA_FLDOPPCARDID>
	\|-		\|-
Line 1,212:		Line 1,212:
	\| <CMTLBLDATA_FLDOPPCOINID>		\| <CMTLBLDATA_FLDOPPCOINID>
	\|-		\|-
	\| Contact ([[~~Commit~~ Online Services#Lookup Fields\|Lookup field]])		\| Contact ([[Online Services#Lookup Fields\|Lookup field]])
	\| <CMTLBLDATA_FLDOPPCONTACTID>		\| <CMTLBLDATA_FLDOPPCONTACTID>
	\|-		\|-
Line 1,291:		Line 1,291:
	! Parameter Name to Use		! Parameter Name to Use
	\|-		\|-
	\| Asset ([[~~Commit~~ Online Services#Lookup Fields\|Lookup field]])		\| Asset ([[Online Services#Lookup Fields\|Lookup field]])
	\| <CMTLBLDATA_FLDTKTASSETRECID>		\| <CMTLBLDATA_FLDTKTASSETRECID>
	\|-		\|-
	\| Contract ([[~~Commit~~ Online Services#Lookup Fields\|Lookup field]])		\| Contract ([[Online Services#Lookup Fields\|Lookup field]])
	\| <CMTLBLDATA_FLDTKTBCRECID>		\| <CMTLBLDATA_FLDTKTBCRECID>
	\|-		\|-
	\| Account ([[~~Commit~~ Online Services#Lookup Fields\|Lookup field]])		\| Account ([[Online Services#Lookup Fields\|Lookup field]])
	\| <CMTLBLDATA_FLDTKTCARDID>		\| <CMTLBLDATA_FLDTKTCARDID>
	\|-		\|-
Line 1,309:		Line 1,309:
	\| <CMTLBLDATA_FLDTKTCLOSEDATETIME>		\| <CMTLBLDATA_FLDTKTCLOSEDATETIME>
	\|-		\|-
	\| Contact ([[~~Commit~~ Online Services#Lookup Fields\|Lookup field]])		\| Contact ([[Online Services#Lookup Fields\|Lookup field]])
	\| <CMTLBLDATA_FLDTKTCONTACTID>		\| <CMTLBLDATA_FLDTKTCONTACTID>
	\|-		\|-

Dina: /* Parameters list for Tickets */

2017-07-25T08:28:51Z

Parameters list for Tickets

← Older revision		Revision as of 08:28, 25 July 2017
Line 1,379:		Line 1,379:
	\|}		\|}

	===Parameters list for ~~Tickets~~===		===Parameters list for Knowledge Base Articles===
	{\| class="wikitable"		{\| class="wikitable"
	\|-		\|-

Dina: /* Parameters list */

2016-07-10T07:58:56Z

Parameters list

← Older revision		Revision as of 07:58, 10 July 2016
Line 838:		Line 838:
	\| Field5		\| Field5
	\| <CMTLBLDATA_FLDCRDCOMPANYNO>		\| <CMTLBLDATA_FLDCRDCOMPANYNO>
			\|-
			\| Field6
			\| <CMTLBLDATA_FLDCRDUSER1>
	\|-		\|-
	\| File as		\| File as
Line 882:		Line 885:
	\|-		\|-
	\| Status		\| Status
	\| <~~CMTLBLDATA_FLDCRDUSER1~~>		\| <CMTLBLDATA_FLDCRDACCOUNTSTATUS>
	\|-		\|-
	\| Sub-Contact Code		\| Sub-Contact Code

Robert at 10:37, 28 August 2013

2013-08-28T10:37:01Z

← Older revision		Revision as of 10:37, 28 August 2013
Line 1:		Line 1:
	{{integration}}		{{integration}}

	~~Commit~~'s '''Online Services''' is a powerful feature which allows you to link to web sites (URL) and activate the web application using parameters taken from CommitCRM.		CommitCRM's '''Online Services''' is a powerful feature which allows you to link to web sites (URL) and activate the web application using parameters taken from CommitCRM.

	You can define as many online Services as you wish. This feature is available for the following entities: Accounts, Tickets, Assets, Items, Contracts, Knowledge Base Articles and Opportunities.		You can define as many online Services as you wish. This feature is available for the following entities: Accounts, Tickets, Assets, Items, Contracts, Knowledge Base Articles and Opportunities.
Line 663:		Line 663:
	<u>Notes:</u>		<u>Notes:</u>
	#You'll need to replace "server.n-able.com", "email@domain.com" and "your_actual_password" with your actual information.		#You'll need to replace "server.n-able.com", "email@domain.com" and "your_actual_password" with your actual information.
	#In addition to the integration described here, you can also automatically create Tickets out of incoming email alerts arriving from N-central. This is done using the [[Email Connector\|~~Commit~~ Email Connector]]'s [[API_by_Email_and_MSP_Integration#Automated_Emails\|Automated Emails]] which allow analyzing the incoming alert's subject to find the customer in the CommitCRM database. See more details in [[MSP_Integration_Setup#N-able.E2.84.A2_N-central.E2.84.A2\|N-able™ N-central™ Integration Setup]].		#In addition to the integration described here, you can also automatically create Tickets out of incoming email alerts arriving from N-central. This is done using the [[Email Connector\|CommitCRM Email Connector]]'s [[API_by_Email_and_MSP_Integration#Automated_Emails\|Automated Emails]] which allow analyzing the incoming alert's subject to find the customer in the CommitCRM database. See more details in [[MSP_Integration_Setup#N-able.E2.84.A2_N-central.E2.84.A2\|N-able™ N-central™ Integration Setup]].

	{\| class="wikitable"		{\| class="wikitable"

Sheli: /* DNS WWW & MailServer Record Retrieval */

2011-06-07T11:54:53Z

DNS WWW & MailServer Record Retrieval

← Older revision		Revision as of 11:54, 7 June 2011
Line 416:		Line 416:


	'''~~Domain~~ DNS ~~WWW MailSVR Query~~''' - Displays Verbose Domain based Info<br>		'''DNS Test and Check''' - Displays Verbose Domain based Info<br>
	This service requires a WebAddress in the '''Accounts>General/Address>Web''' field.		This service requires a WebAddress in the '''Accounts>General/Address>Web''' field.
	{\| class="wikitable"		{\| class="wikitable"
Line 424:		Line 424:
	\|-		\|-
	\| Name		\| Name
	\| ~~Domain~~ DNS ~~WWW MailSVR Query~~		\| DNS Test and Check
	\|-		\|-
	\| Base URL		\| Base URL
	\| <nowiki>http://www.~~checkdns~~.~~net~~/~~quickcheck~~.~~aspx~~</nowiki>		\| <nowiki>http://www.dnssy.com/report.php</nowiki>
	\|-		\|-
	\| URL Parameters		\| URL Parameters
	\| ?~~domain~~=<CMTLBLDATA_FLDCRDURL1>~~&detailed=1~~		\| ?q==<CMTLBLDATA_FLDCRDURL1>
	\|}<br>		\|}<br>

Sheli: /* DNS WWW & MailServer Record Retrieval */

2011-06-07T11:48:33Z

DNS WWW & MailServer Record Retrieval

← Older revision		Revision as of 11:48, 7 June 2011
Line 398:		Line 398:
	====DNS WWW & MailServer Record Retrieval====		====DNS WWW & MailServer Record Retrieval====
	'''DNS Record Retrieval''' - Displays DNS routing & licensing information based on a domain.<br>		'''DNS Record Retrieval''' - Displays DNS routing & licensing information based on a domain.<br>
	This service requires a WebAddress in the '''Accounts>~~Details~~>Web''' field.		This service requires a WebAddress in the '''Accounts>General/Address>Web''' field.
	{\| class="wikitable"		{\| class="wikitable"
	\|-		\|-
Line 417:		Line 417:

	'''Domain DNS WWW MailSVR Query''' - Displays Verbose Domain based Info<br>		'''Domain DNS WWW MailSVR Query''' - Displays Verbose Domain based Info<br>
	This service requires a WebAddress in the '''Accounts>~~Details~~>Web''' field.		This service requires a WebAddress in the '''Accounts>General/Address>Web''' field.
	{\| class="wikitable"		{\| class="wikitable"
	\|-		\|-
Line 435:		Line 435:

	'''WebServer Info''' - Displays version & flavor info on your customer website.<br>		'''WebServer Info''' - Displays version & flavor info on your customer website.<br>
	This service requires a WebAddress in the '''Accounts>~~Details~~>Web''' field.		This service requires a WebAddress in the '''Accounts>General/Address>Web''' field.
	{\| class="wikitable"		{\| class="wikitable"
	\|-		\|-
Line 453:		Line 453:

	'''Domain Express Sumary''' - shows simple location and alias info for an IP address.<br>		'''Domain Express Sumary''' - shows simple location and alias info for an IP address.<br>
	This service requires a WebAddress in the '''Accounts>~~Details~~>Web''' field.		This service requires a WebAddress in the '''Accounts>General/Address>Web''' field.
	{\| class="wikitable"		{\| class="wikitable"
	\|-		\|-
Line 471:		Line 471:

	'''Email IP Blacklist''' - Queries main spam monitoring servers to see if the IP has been blacklisted.<br>		'''Email IP Blacklist''' - Queries main spam monitoring servers to see if the IP has been blacklisted.<br>
	This service requires a WebAddress in the '''Accounts>~~Details~~>Web''' field.		This service requires a WebAddress in the '''Accounts>General/Address>Web''' field.
	{\| class="wikitable"		{\| class="wikitable"
	\|-		\|-