Documentation > Setup Guide


Contents | Index
Commit Setup Guide
Setting up Accounts
Importing Accounts from Excel/CSV/Text Files
Importing from Outlook
Importing Accounts from QuickBooks
Before Importing from QuickBooks
Setting up Account's Custom Pricing
Setting Up Commit-Outlook Sync
Synching Accounts
Before Importing from Outlook
How to set up Commit to sync with both Outlook® and QuickBooks®
Synching Appointments
Synching Tasks
Performing the First Sync
Adding Employees
Employee Hourly Labor Rates
Make Active/Inactive
Employee Privileges Group
Importing Items
Importing Items from QuickBooks
Importing Assets
Defining Contracts
Document Management
Setting the Default Document folder
Document Download Settings
Importing Existing Documents
Managing Outlook Emails within Commit
Using Word Merge Templates
Creating new Word Merge Templates in Commit
Customization
Customizing Existing Fields
Customizing reports
Advanced Setup Topics
Adding New Tabs and Fields to the Display

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