Web Interface - Revision history

Dina: /* Adding your name and logo to CRM Web Interface pages */

2020-07-09T06:20:29Z

Adding your name and logo to CRM Web Interface pages

← Older revision		Revision as of 06:20, 9 July 2020
Line 491:		Line 491:
	</pre>		</pre>

	===Adding your name and logo to ~~CRM~~ Web Interface pages===		===Adding your name and logo to RangerMSP Web Interface pages===
	You can add your name, logo, etc. to pages displayed by RangerMSP Web Interface. Your name and logos should be formatted using HTML code, which will automatically be embedded in all pages generated by RangerMSP Web Interface.		You can add your name, logo, etc. to pages displayed by RangerMSP Web Interface. Your name and logos should be formatted using HTML code, which will automatically be embedded in all pages generated by RangerMSP Web Interface.

Dina at 13:55, 8 July 2020

2020-07-08T13:55:40Z

Show changes

Dina at 10:28, 19 June 2020

2020-06-19T10:28:22Z

← Older revision		Revision as of 10:28, 19 June 2020
Line 10:		Line 10:
	<br><br>		<br><br>

	~~==Related Videos==~~
	* [http://www.commitcrm.com/videos/web_interface_installation_video.htm Web Interface Installation Video]
	* [http://www.commitcrm.com/videos/employee_web_interface_tutorial_video.htm Web Interface for Employees Tutorial]
	<br><br>		<br><br>
	__TOC__		__TOC__
Line 580:		Line 577:
	*[[Two_Factor_Authentication]]		*[[Two_Factor_Authentication]]
	*[[Web Interface FAQ]]		*[[Web Interface FAQ]]
	*[http://www.commitcrm.com/videos/web_interface_installation_video.htm Web Interface Installation Video]
	*[http://www.commitcrm.com/videos/employee_web_interface_tutorial_video.htm Web Interface for Employees Tutorial Video]
	[[Category:Setup]]		[[Category:Setup]]
	[[Category:Installation]]		[[Category:Installation]]
	[[Category:User Manuals]]		[[Category:User Manuals]]

Dina: /* Adding your name and logo to CommitCRM Web Interface pages */

2020-06-11T13:54:09Z

Adding your name and logo to CommitCRM Web Interface pages

← Older revision		Revision as of 13:54, 11 June 2020
Line 494:		Line 494:
	</pre>		</pre>

	===Adding your name and logo to ~~CommitCRM~~ Web Interface pages===		===Adding your name and logo to CRM Web Interface pages===
	You can add your name, logo, etc. to pages displayed by CommitCRM Web Interface. Your name and logos should be formatted using HTML code, which will automatically be embedded in all pages generated by CommitCRM Web Interface.		You can add your name, logo, etc. to pages displayed by CommitCRM Web Interface. Your name and logos should be formatted using HTML code, which will automatically be embedded in all pages generated by CommitCRM Web Interface.

Dina at 13:23, 24 May 2020

2020-05-24T13:23:56Z

← Older revision		Revision as of 13:23, 24 May 2020
Line 218:		Line 218:
	For this reason, users should define an “Uploads Default Folder.” When a file cannot be uploaded to the account’s Docs Dir folder, it will be automatically uploaded to this default folder. To define the Uploads Default Folder, go to '''Tools > Options > Web Interface > Download/Upload Settings > Click Set Folder Mapping. In the Folder Mapping Settings window > Default Uploading Folder''':		For this reason, users should define an “Uploads Default Folder.” When a file cannot be uploaded to the account’s Docs Dir folder, it will be automatically uploaded to this default folder. To define the Uploads Default Folder, go to '''Tools > Options > Web Interface > Download/Upload Settings > Click Set Folder Mapping. In the Folder Mapping Settings window > Default Uploading Folder''':

	[[File:~~Commit web interface options upload folder~~.gif\|center]]		[[File:Web_interface_options_upload_folder.gif\|center]]

	==Web Interface Options==		==Web Interface Options==
Line 308:		Line 308:

	==Generating and Printing Reports Using the Web Interface==		==Generating and Printing Reports Using the Web Interface==
	When using the Web Interface, users can generate reports and save them as PDF files. These files are automatically downloaded to the user’s local computer, from where they can be printed. For most entities (all other than Tickets), the system allows for only one pre assigned report—referred to as the “Default Detailed Report” —to be generated via the Web Interface. This report is defined in the client application by going to Tools > Options > Accounts/Assets/Opportunities tab > ”Default Detailed Report” field.		When using the Web Interface, users can generate reports and save them as PDF files. These files are automatically downloaded to the user’s local computer, from where they can be printed.

	To print a report for an entity ~~(other than Tickets)~~, open the entity’s window in the Web Interface. Click on the ”Print ~~Default Details Report” field~~ in ~~top right corner~~		To print a report for an entity , open the entity’s window in the Web Interface. Click on the ”Print to PDF” option which opens a drop-down list of all the reports available for the entity. In this list you can can choose from any of the reports available for the entity in the client application. The report is generated and saved as a PDF file and downloaded to the local PC/mobile device.

	~~[[File:Commit web interface options print default.gif\|center]]~~

	~~'''Generating and Printing Ticket Reports'''~~		[[File:Web_interface_options_print_details.png\|center]]
	When working with Tickets over the Web interface, users have more Report options. Users can choose from two predefined Ticket reports that are only available over the Web interface—the “Printable Service Form” or the “Printable Service Form, Including Taxes”. These reports are specifically designed to be used from the Web Interface and are available from the Ticket window. Printing any of these reports will immediately display them in a print-preview window, allowing you to print the report to a local printer.

	For all other reports, click on the “Printing to PDF...” option, which opens a drop-down list of all the reports available for tickets. In this list you can can choose from any of the reports available for tickets in the client application. The report is generated and saved as a PDF file and downloaded to the local PC.

	~~[[File:Commit web interface options print ticket.gif\|center]]~~

	Selecting one of these reports prints the report into a temporary PDF file on the server, and immediately downloads it so you can open the PDF file or save it locally. You can then print the PDF report to a local printer.

Dina at 18:18, 16 April 2020

2020-04-16T18:18:32Z

← Older revision		Revision as of 18:18, 16 April 2020
Line 179:		Line 179:


	[[File:~~Commit_web_interface_download_folders_settings~~.gif\|center]]		[[File:web_interface_download_folders_settings.gif\|center]]

	In this tab, you can enter the path mappings, which will map the 'network' path to the 'local' server path.		In this tab, you can enter the path mappings, which will map the 'network' path to the 'local' server path.

Dina at 09:07, 11 April 2020

2020-04-11T09:07:46Z

← Older revision		Revision as of 09:07, 11 April 2020
Line 228:		Line 228:
	<br><br>		<br><br>

	[[File:~~CommitCRM_web_interface_options_general~~.png\|center]]		[[File:web_interface_options_general.png\|center]]

			[[File:Web_interface_user_options.png\|center]]



	In this window you can set up the following (note there are more options when you scroll down, see more screenshots below):		In this window you can set up the following (note there are more options when you scroll down, see more screenshots below):
Line 263:		Line 267:
	<br>		<br>
	'''More Options (scroll Down):'''<br>		'''More Options (scroll Down):'''<br>
	[[File:~~CommitCRM_web_interface_options_screen2~~.png\|center]]		[[File:web_interface_options_screen2.png\|center]]
	<br>		<br>

Dina at 11:30, 28 March 2020

2020-03-28T11:30:21Z

← Older revision		Revision as of 11:30, 28 March 2020
Line 150:		Line 150:


	[[File:~~CommitCRM_web_interface_options_download_upload_flag~~.png\|center]]		[[File:web_interface_options_download_upload_flag.png\|center]]

	In this window an administrator user can determine whether Web Interface users will be able to download and upload documents:		In this window an administrator user can determine whether Web Interface users will be able to download and upload documents:
Line 171:		Line 171:
	To setup the documents folders mapping settings, go to '''Tools > Options > Web Interface''':		To setup the documents folders mapping settings, go to '''Tools > Options > Web Interface''':

	[[File:~~CommitCRM_web_interface_options_zoom~~.png\|center]]		[[File:web_interface_options_zoom.png\|center]]

	To map the folders, click the '''Setup folder mappings''' button to open the download folders settings window.		To map the folders, click the '''Setup folder mappings''' button to open the download folders settings window.

Dina at 20:19, 21 March 2020

2020-03-21T20:19:04Z

← Older revision		Revision as of 20:19, 21 March 2020
Line 580:		Line 580:
	==See Also==		==See Also==
	*[[Microsoft IIS as the Web Server for the Web Interface]]		*[[Microsoft IIS as the Web Server for the Web Interface]]
	*[[~~Commit~~ Web Interface Troubleshooting \| CommitCRM Web Interface Troubleshooting]]		*[[Web Interface Troubleshooting \| CommitCRM Web Interface Troubleshooting]]
	*[[Two_Factor_Authentication]]		*[[Two_Factor_Authentication]]
	*[[Web Interface FAQ]]		*[[Web Interface FAQ]]

Dina: /* Document Download and Upload Settings */

2018-11-05T12:41:09Z

Document Download and Upload Settings

← Older revision		Revision as of 12:41, 5 November 2018
Line 147:		Line 147:
	In order to allow file downloads and uploads, you should first enable file download and upload to allow the Web Interface Service to access the documents for downloads and uploads.		In order to allow file downloads and uploads, you should first enable file download and upload to allow the Web Interface Service to access the documents for downloads and uploads.

	To enable uploads and downloads, go to '''Tools > Options > Web Interface:'''		To enable uploads and downloads, go to '''Tools > Options > Web Interface (Admin):'''