Documentation > Setup Guide


Contents | Index

- A -

Accounts

Setting up Accounts
Importing Accounts from Excel/CSV/Text Files
Importing from Outlook
Importing Accounts from QuickBooks
Synching Accounts

Add Employees

Appointments

Setting Up Commit-Outlook Sync
Synching Appointments
Synching Tasks

Assets

- C -

Contracts

CSV

customization

Customization

Customization
Customizing Existing Fields
Customizing reports

- D -

Docuements

Document folder

- E -

Employee

Employee Hourly Rate

Employee Privileges

Employees

Excel

- F -

fields

First sync

- I -

Import Accounts

Setting up Accounts
Importing Accounts from Excel/CSV/Text Files
Importing from Outlook
Importing Accounts from QuickBooks

Import Assets

Import Items

Importing Items
Importing Items from QuickBooks

Importing Documents

Items

Importing Items
Importing Items from QuickBooks

- M -

Make Inactive

Merging data

- N -

new tabs

- O -

Outlook

Outlook emails withing Commit

Outlook sync

Setting Up Commit-Outlook Sync
Synching Accounts
Synching Appointments
Synching Tasks
Performing the First Sync

- P -

Privileges Group

- Q -

QuickBooks

Importing Accounts from QuickBooks
Importing Items from QuickBooks

- R -

reports

- S -

Sync Accounts

- T -

tab management

Tasks

Setting Up Commit-Outlook Sync
Synching Appointments
Synching Tasks

Text file

- W -

Word Merge Templates

Word Templates