Commit Frequently Asked Questions

Contents | Index

- A -

Account

	What information is synced with the Commit-Outlook Sync module?
	Can I set a different document folder for each of my Accounts?
	Where can I view all the Accounts data?
	What is the 'Pop-up' field in the Account window?

Account Custom Pricing

Active

	Can I create more than one active contract for the same account?
	How can I tell whether an employee is active or not?

Administrator

	How do I know which users have administrator privileges?
	What is an administrator?
	How do I know who the administrators are?
	What are the different privileges associated with each privilege group?
	How can I change the password for another employee?

Advanced data export

Alert

	Does the system alert me when the contract has ended or has been over-extended?
	What happens when a contract is closed?

Alert New Ticket

Alerts

Alerts Account Manager

Alerts Server Config

Alerts Ticket Manage

Appointment

Asset

	Is the Asset Code a mandatory field?
	Can I import Assets into Commit?

Associate Emails with Commit Accounts

Automated Emails

- B -

Backup

	How can I backup Commit?
	Can I backup Commit using other backup tools?
	Which folders do I need to backup?

Backup Means

Backup Tape

Balance

Batch Delete Accounts

Billable

	What is the difference between Billable charges and Not Billable charges?
	Some charges are by default billable, and some are by default not billable. How is this determined?

Billed

	Can I bill a customer for Not Billable charges?
	After Billing a charge how can I mark it so it will not be billed again?

Billing Address

Block of Money

Block of Tickets

Block of Time

	What contract types are supported?
	I have created a Block of Money contract for my customer. I would like the labor hours to be subtracted from their prepaid block. Is it possible?

Business Contact Manager

- C -

Calculations

Calendar

Category Tree

Charge

	I have created a Block of Money contract for my customer. I would like the labor hours to be subtracted from their prepaid block. Is it possible?
	What is the difference between Billable charges and Not Billable charges?
	Some charges are by default billable, and some are by default not billable. How is this determined?
	Can I bill a customer for Not Billable charges?
	After Billing a charge how can I mark it so it will not be billed again?
	How can I print unbilled charges reports for my customers?
	Can I create invoices using Commit or is QuickBooks required?
	How does the item data influence charges?
	How can I see the invoice number for a QuickBooks invoice created using Commit?

Charges Cost

Charges Incl. Finance

	What is the meaning of the different Privileges?
	How to set Privileges so an employee can enter hours and not see the price?

Connector Alert New Ticket

Connector Associate Emails with Commit Accounts

Connector Email Thread

Connector From Address match

Connector Internal Support Email Address

Connector New Ticket

Connector Outlook Express

Connector Public Email Address

Connector Server Config

Contract

	How can I create new contracts for the customer?
	What contract types are supported?
	Can I create more than one active contract for the same account?
	Does the system alert me when the contract has ended or has been over-extended?
	Must I use contracts?
	Where can I see all the contracts that will soon expire?
	I want to update/correct the initial value of my Contract?
	How can I suspend a contract?
	How can I close a contract?
	What happens when a contract is closed?
	How can I generate an invoice for a prepaid block of time without reducing the block balance?
	What is the default Contract of an Account?
	I have created a Block of Money contract for my customer. I would like the labor hours to be subtracted from their prepaid block. Is it possible?

Cost

Cost report

Custom Fields

Custom Pricing

	Can I define Custom Pricing for Contracts?
	Can I define Custom Pricing for specific Accounts or Contracts?
	Can I define Custom Pricing for Accounts?

Custom Tab

Customer

	Can my customers log new tickets in the system?
	Can I import my customers into Commit?
	How can I import my customers/vendors into Commit?
	Can I import my customers/vendors/etc. (accounts) in to Commit?

Customization

	Is the system customizable?
	When I update Commit, will all my customizations be preserved?
	How do I rename fields?
	Are there predefined custom fields?
	Can I create a new custom tab with my own custom data fields?
	Is there a limit on how many custom fields I can create?
	Can I edit existing drop down value lists?
	How can I customize Commit reports?
	How Can I add new data fields and labels to a report?
	Where Can I find the customized reports?
	How can I embed my company logo in Commit reports?

- D -

Data Field

Default

	Can I change the default Ticket detailed report printed from the Tickets window?
	What is the default Contract of an Account?
	Some charges are by default billable, and some are by default not billable. How is this determined?
	Can I set a default tax for Items or Accounts?

Delete Import

Dispatcher

	What is the work flow when using the Dispatcher?
	I created a new Ticket and I don’t see it on the Dispatcher board. What can I do?
	What is the Pending tab?

Document

	How can I add an existing document to Commit?
	Can I import an entire document folder to Commit?
	Is it possible to merge Commit data into Word documents?
	How can I add new categories to the Documents Category tree?

Document download

Document Download

Document Folder

	What is the main document folder and how do I choose it?
	Can I set a different document folder for each of my Accounts?

Download Documents

	How can I download documents via the Web Interface?
	Documents

Drop Down List

- E -

	Can I email a report?
	Can I link my emails to Commit?

Email Alerts

	Is there a way to receive an email when new tickets have been created by a client via the web interface?
	Why am I getting two Alerts for Tickets dispatched to me (and I am the Ticket manager)?

Email Thread

Employee

	How can I add employees?
	How can I create a user for an existing employee record?
	How can I set an employee as inactive?
	How can I tell whether an employee is active or not?
	How do I define a web user name and password for my employee?
	How do I set the labor rate for each employee?
	How can I modify my password?
	How do I know which users have administrator privileges?
	What options are available for setting labor rates/pricing?
	How do I link an employee to a specific privilege group?

Employee Rate

Excel

	Can I import my list of items into Commit?
	Can I export data from Commit?
	Can I export only selected fields from Commit (Advanced Data Export) ?
	Can I import my customers/vendors/etc. (accounts) in to Commit?
	Can I import Assets into Commit?

Exhange

Expiration Dates

Expire

	Does the system alert me when the contract has ended or has been over-extended?
	Where can I see all the contracts that will soon expire?

Export

	Can I export data from Commit?
	Can I export only selected fields from Commit (Advanced Data Export) ?

- F -

- G -

- H -

Header

	I changed the report header using the Options window, but when I preview a report the new header is not there, What should I do?
	How can I add my logo to the Commit web Interface pages?

History

	It seems that history window/tab is filled automatically? Do I need to maintain it?
	Can I add a history event, such as a phone call summary, manually?

- I -

IIS

Image

Import

	Can I import my list of items into Commit?
	Can I import my customers into Commit?
	Can I import my item list into Commit?
	How can I import my customers/vendors into Commit?
	How can I import my item list into Commit?
	What is the difference between syncing with Outlook and importing from Outlook?
	Can I import an entire document folder to Commit?
	Can I import my customers/vendors/etc. (accounts) in to Commit?
	Can I import Assets into Commit?

Import Assets

Inactive

	How can I set an item to 'inactive' so it cannot be used when adding new charges?
	How can I set an employee as inactive?

Initial Value

Interaction

Internal Support Email Address

Invoice

	How can I generate an invoice for a prepaid block of time without reducing the block balance?
	Can I create invoices using Commit or is QuickBooks required?
	How can I create a new QuickBooks invoice using Commit?

Invoice Lines

	I see an asterisks (*) near the charges listed for the invoice. What does it mean?
	Can I add more details to QuickBooks invoice lines?

Invoice Number

Item

	Can I import my list of items into Commit?
	How can I set an item to 'inactive' so it cannot be used when adding new charges?
	How does the item data influence charges?
	Can I import my item list into Commit?

Items

- L -

Label

	How can I add new data fields and labels to a report?
	How Can I add new data fields and labels to a report?

Labor Rates

	How do I set the labor rate for each employee?
	What options are available for setting labor rates/pricing?

Letterhead

Level Control

License Expiration Date

Limited

Link Document

Link Email

Logo

	How can I add my logo to the Commit web Interface pages?
	How can I embed my company logo in Commit reports?

- M -

Mandatory

	Must I use contracts?
	Do I need to use taxes in Commit?

Manually

maps

Merge Data

Message

	Can other employees see my Messages?
	Is the Message module in Commit an internal messaging system?

- N -

Not Billable

	What is the difference between Billable charges and Not Billable charges?
	Some charges are by default billable, and some are by default not billable. How is this determined?
	Can I bill a customer for Not Billable charges?

- O -

Online Services

	What are Online Services used for in Commit?
	Can I use Online Services to display maps?
	How do I setup Online Services in Commit?
	Where do I find Online Services samples?
	Where can I activate Online Services from in Commit?

Outlok recurring

Outlook

	Can I link my emails from Outlook to Commit?
	Can I send an email from Commit?
	Can I set a personal signature for emails sent from Commit?
	How do I get my email into the program? There is nowhere to set POP3/SMTP settings?
	Can I synchronize Commit with mobile devices/PDAs?
	What information is synced with the Commit-Outlook Sync module?
	Where do I configure the Outlook sync settings?
	Are the Outlook sync configuration settings on a per user or per office basis?
	Is there any risk involved in synchronizing private data, such as Appointments, Contacts, or Tasks?
	What is the difference between syncing with Outlook and importing from Outlook?
	Can Commit synchronize with Outlook Business Contact Manager?
	How can I sync other user's Outlook folders?

- P -

Password

	How do I define a web user name and password for an employee?
	How do I allow my customer to log in to the Commit Web Interface?
	How can I modify my password?
	How can I change the password for another employee?

Pending tab

Permissions

	Can I manage privileges/permissions in Commit?
	How do I link an employee to a specific privilege group?
	Can I create a new privilege group?
	What is an administrator?
	How do I know who the administrators are?

	Can I print the tickets details from the main Tickets window?
	Can I change the default Ticket detailed report printed from the Tickets window?

Privileges

	I have created a new privilege group which doesn't seem to have taken effect in the Commit Web Interface. Why?
	Can I manage privileges/permissions in Commit?
	How do I link an employee to a specific privilege group?
	Can I create a new privilege group?
	What is an administrator?
	How do I know who the administrators are?
	What are the different privileges associated with each privilege group?
	What is the meaning of the different Privileges?
	How to set Privileges so an employee can enter hours and not see the price?

Public Email Address

- Q -

QuickBooks

	How can I generate an invoice for a prepaid block of time without reducing the block balance?
	How can I print unbilled charges reports for my customers?
	Can I import my list of items into Commit?
	How can I import my customers/vendors into Commit?
	How can I import my item list into Commit?
	How can I create a new QuickBooks invoice using Commit?
	Can all charge records be included in QuickBooks invoices?
	Can I modify the billing address?
	I see an asterisks (*) near the charges listed for the invoice. What does it mean?
	Can I link an existing Account in Commit with an existing customer/vendor in QuickBooks?
	Can I link an existing Item in Commit with an existing item in QuickBooks?
	Is it possible to have the charge dates added to the invoice lines when creating the QuickBooks invoice?
	How can I see the invoice number for a QuickBooks invoice created using Commit?
	I've generated an invoice using QuickBooks and haven't used the Commit QuickBooks link. Can I link the relevant charge records in Commit to the QuickBooks invoice?
	What are the default QuickBooks Accounts?
	I’ve created a QuickBooks invoice from Commit and I noticed that a QuickBooks account with a 'CMT' prefix has been used. How can I prevent this and use other accounts?
	Can I add more details to QuickBooks invoice lines?
	Can I import my customers/vendors/etc. (accounts) in to Commit?

- R -

Recurring contracts

Rename Fields

Report

	Can I change the default Ticket detailed report printed from the Tickets window?
	Where can I see all the contracts that will soon expire?
	How can I print unbilled charges reports for my customers?
	Can I create invoices using Commit or is QuickBooks required?
	How can I customize Commit reports?
	I want to create a custom report. How do I select the existing report I wish to copy for using as a basis for the new custom report?
	How can I add new data fields and labels to a report?
	Where can I find the customized reports?
	How can I embed my company logo in Commit reports?
	I changed the report header using the Options window, but when I preview a report the new header is not there, What should I do?
	Can I email a report?
	Can I change the page size used for reports (Letter/A4)?
	How can I do calculations in Commit reports?
	Where Can I find the customized reports?

Restore

- S -

samples

Send Emails

Server Config

	If I already setup other Commit Server modules (such as Email Connector), do I need to setup outgoing email settings again?
	If I already set up other Commit Server modules (such as the Alerts Server), do I need to configure the outgoing email settings again?

setup

Sharing

Signature

Status

	What is Ticket Status used for?
	How can I suspend a contract?
	How can I close a contract?
	What happens when a contract is closed?
	I created a new Ticket and I don’t see it on the Dispatcher board. What can I do?
	What is the difference between Billable charges and Not Billable charges?
	Can I bill a customer for Not Billable charges?

Status Desciption

STMP

Stop Email Alerts

	How can I stop Email Alerts from being sent to me?
	How can I stop Email Alerts from being sent to everyone?

Suspend

	How can I suspend a contract?
	What happens when a contract is closed?
	How can I set an item to 'inactive' so it cannot be used when adding new charges?

- T -

Taxes

	Do I need to use taxes in Commit?
	Where do I define taxes in Commit?
	How do I use taxes?
	Can I set a default tax for Items or Accounts?

Text File

	Can I import my list of items into Commit?
	Can I export data from Commit?
	Can I export only selected fields from Commit (Advanced Data Export) ?
	Can I import my customers/vendors/etc. (accounts) in to Commit?
	Can I import Assets into Commit?

Ticket

	What is Ticket Status used for?
	Can my customers log new tickets in the system?
	Can I modify the ticket status descriptions to ones more relevant to us?
	Can I print the tickets details from the main Tickets window?
	Can I change the default Ticket detailed report printed from the Tickets window?
	I created a new Ticket and I don’t see it on the Dispatcher board. What can I do?

- U -

- V -

- W -

Warranty Expiration Dates

Web Interface

	Can my customers log new tickets in the system?
	Can Commit Web Interface run on a server running IIS?
	Is there a way to receive an email when new tickets have been created by a client via the web interface?
	Does the Web Interface have the same level of control and management as the installed client software?
	How can I add my logo to the Commit web Interface pages?
	I have created a new privilege group which doesn't seem to have taken effect in the Commit Web Interface. Why?

Web Interface for Customers

	What can my customers see and perform via the Commit Web Interface for customers?
	How do I allow my customer to log in to the Commit Web Interface?

Web Interface for Employees

Web User

	How do I define a web user name and password for an employee?
	How do I allow my customer to log in to the Commit Web Interface?
	How do I define a web user name and password for my employee?

Wizard

Word

Work Flow