Documentation > Setup Guide
| Commit Setup Guide |
| Setting up Accounts |
 | Importing Accounts from Excel/CSV/Text Files |
| Importing from Outlook |
| Importing Accounts from QuickBooks |
| Avoiding Duplicate Accounts with QuickBooks |
| How to Avoid Duplicate Accounts |
| Setting up Account's Custom Pricing |
| Setting Up Commit-Outlook Sync |
| Synching Accounts |
| Before Importing from Outlook |
| Synching Appointments |
| Synching Tasks |
| Performing the First Sync |
| Outlook Sync Troubleshooting |
| Adding Employees |
| Employee Hourly Labor Rates |
| Make Active/Inactive |
| Employee Privileges Group |
| Importing Items |
| Importing Items from QuickBooks |
| Importing Assets |
| Defining Contracts |
| Managing Activity Templates |
| Managing Email Templates |
| Email Templates Types |
| Creating Email Templates |
| Default Template |
| Email Signature |
| System Templates vs. User Defined Templates |
| Document Management |
| Setting the Default Document folder |
| Document Download and Upload Settings |
| Importing Existing Documents |
| Managing Outlook Emails within Commit |
| Using Word Merge Templates |
| Creating new Word Merge Templates in Commit |
| Customization |
| Customizing reports |
| Customizing Existing Fields |
| Adding New Tabs and Fields to the Display |
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