CommitCRM Forums

Web Interface

lwilson — Tue, 21 May 2013 17:46:39 GMT

We use both Commit CRM and Commit Web Interface. This tickets printed out of the web are formatted differently than CRM. How can we make both forms look the same. We actually like the look of the web forms better.

GFI Manager

BDTECHRob — Sat, 18 May 2013 23:32:04 GMT

Does anyone have this working? I have the failure report part working on the dashboard however I can't get anything to work under GFI manager section. Is there documentation on how to configure this somewhere?

Remove web users

nattivillin — Fri, 17 May 2013 18:29:22 GMT

I can suspend but not delete?

How do i remove users from the list?

Remove Pending from Web Interface

shapeit — Fri, 17 May 2013 04:31:50 GMT

Hi

Is there a way to show only the ticket without the pending information when viewing from a web interface?

Thank you

Andrew

Trial SQL

ctscomp — Thu, 16 May 2013 21:40:11 GMT

Is there any way to trial the SQL version of CommitCRM? We have 12,000 Contacts and it can seem sluggish at times when trying to select a customer for a ticket.

Web access on iOS

lpopejoy — Thu, 16 May 2013 21:06:05 GMT

Any chance there is going to be a fix for the issue with SSL and Safari when using the commit web interface on an iPhone/ipad?

image pc before doing a repair.

-David- — Wed, 15 May 2013 22:09:47 GMT

I was browsing the web yesterday and came across an article that stated a customer can sue if you carry out a backup of the PC without consent.

now to cut a long story short for a few year now I have imaged computers before carrying out repairs that I believe may result in catastrophic OS problems if it goes wrong, for example virus/Trojan removals or OS not responding at all.

my question to you guys is do you make a customer sign a disclaimer that you will carry out a back up on difficult repairs?

Do you as I have just backup repair then delete the backup?

If you do backup do you charge for it.

New to CommitCRM

thankgod — Wed, 15 May 2013 08:31:09 GMT

Hi all

New to commit. Lots to configure and customize. Apart from the usual customization and setting up of commit, is there any plugins / customized reports / customization that you would recommend?

Links included with tickets

nattivillin — Wed, 15 May 2013 03:51:12 GMT

It seems like some customers get the links included in the new ticket email, and some do not.

Some emails just show;

Hello,

A new Service Ticket has been created for your account.

Your Service Ticket number: 0500-2377
Ticket created:05/14/2013 11:28 PM

Issue / problem:
POP UP BOX ON SUE DESKTOP

View
Edit

Thank You.

Isnt it being "on" a global settings?

Next release

-David- — Mon, 13 May 2013 15:47:53 GMT

Could you tell us please what is expected in the next release / update and when it will be out.

Custom Reports

bridgesint — Fri, 10 May 2013 06:50:03 GMT

Dear support, i am using the Tickets -> Technician Service Form Including Asset Details template. In the report, i need to include the mailing/shipping address of the Account. i used the label [Tickets - Account: Full Address] [code is LKUPSTRCARDIDAddressSummary] but it does not display the address. May i know which is the correct label to use? alternatively, could you advise where to find the [LKUPSTRCARDIDAddressSummary] label so that i can enter in the information. Thanks and appreciate your reply!

Regards
Dianna

Pending Appointments

ctscomp — Wed, 08 May 2013 01:54:57 GMT

Our normal process is to do the following for Tickets.
1) Create ticket
2) Create Pending Appointment
3) Create Charge from Appointment
4) DONE the appointment
5) Input ticket resolution
6) Complete the ticket

The problem I ran across is when going to an account, I have a pending appointment that is not assigned to a ticket. I am not sure if this was a duplicate or should have been part of a ticket to be billed. I am assuming it was probably a mistake.

So the question is, how can I see all my pending appointments even if they are not part of a ticket?

thanks!

View Tickets I have assigned tasks to

ctscomp — Thu, 02 May 2013 15:49:48 GMT

Is there any way to view tickets in which I am not the manager or assigned tech to the ticket, but I do have pending tasks assigned to me?

I understand I can go under Calendar and Tasks and see all my assigned tasks, but that is two separate places to manage my Tickets essentially.

I am looking for a way to filter Tickets that may be assigned to other people, but have a task pending to me.

Thanks!

Contracts

Brian Roberts — Thu, 02 May 2013 14:46:17 GMT

I have set up a Global Contract for out annual phone support contracts.

I want to be able to record charges against the contract but I do not want them invoiced. Can I just uncheck the box that says Billable? on the charges tab?

Also, what report can I run that will show me what the customer would have paid without the contract so that we can evaluate the price of our contracts as to if they are profitable?

Thanks.

Daily Activity Summary

Brian Roberts — Thu, 02 May 2013 13:58:59 GMT

Our boss would like to see a daily activity summary report that would show a quick snapshot of what work was done that day. What, if any, report would provide that?

Note Tab vs History Note

Brian Roberts — Wed, 01 May 2013 17:40:41 GMT

What would be the difference between using the Note Tab or adding a History Note while in a ticket?

Thanks.

Setting up QB link gives error

Albracco — Tue, 30 Apr 2013 16:11:58 GMT

Ruuning the setup wizard, I get to the screen where it tells me to open Quickbooks company file in single user mode. I do that, come back and click and get this message:

Quickbooks can't start because it is already running. Only Quickbooks accountant and Quickboos Enterprise can open more than one company file.

I am running QB Pro 2011 Single user on the same PC I have the CommitCRM Client. The company files is stored on my server, and I have been careful to use the exact same UNC path to the file in CommitCRM and when I open it in Quickbooks.

This is a brand new download/install. My first step was going to be to import my accounts from QB to CommitCRM. Right now, I can't go any further...

Bill To vs Ship To Addresses

Brian Roberts — Tue, 30 Apr 2013 14:30:59 GMT

Since there is only one address in Commit how are the rest of you handling customers where you want two addresses? We would like our techs to have the physical address but there are times that we will need the ship to address as well. Are you using customer fields for this?

Syncing Records between Commit and QB

Brian Roberts — Tue, 30 Apr 2013 14:28:01 GMT

Since all the record fields do not necessarily match between CRM and QB, I am wondering how those of you who use the QB sync handle it. I am trying to develop a process for the company to follow.

Any suggestions on best practices?

Email alert for ticket assigned

neil.ewing — Tue, 30 Apr 2013 09:31:07 GMT

Hi,

We have the alerts server and we are trying to understand if this is possible:

1. Ticket gets created manually by an employee from within Commit
2. Creator of the tickets sets the ticket manager to another employee
3. New ticket manager receives an email alert that they have been assigned a ticket.

I know we can turn on ticket manager alerts, but then as we also get alerts for all new tickets anyway and wanted to avoid ticket overload.

Thanks.

Problems with Custom Yes/No Field

ctscomp — Sun, 28 Apr 2013 03:43:47 GMT

I have done the following:

1) Created a new tab under Tickets
2) Created (3) Yes / No fields
3) Inserted the (3) fields into the Tab

Here are my results:
1) When I view this Tab for a current ticket or a new ticket, all (3) fields show up as checked but dimmed or greyed out. This can be misleading since at a glance, they appear checked. Resolution - Being able to set a default value

2) When I click on any of the checkboxes, all checkboxes are no longer dimmed. The boxed I clicked on is now checked and the other two are unchecked. I can save and everything is fine.

3) If I repeat senario (2) BUT I uncheck the box I clicked on which leaves all three boxes unchecked and click save, all boxes are now dimmed and appear to be checked. The way around this senario is to check a checkbox and save, then uncheck the checkbox and save. Now all three checkboxes are unchecked.

The only workaround I can think of would be to create a textbox with predefined values with Yes or No.

Any help would be great!

VPN / SQL - Opinion

neil.ewing — Thu, 25 Apr 2013 19:51:17 GMT

Hi guys,

We are just on the cusp of purchasing Commit having spent months looking for the right solution to help run our IT business.

My only reservation is the client over a VPN. I know we could use remote desktop with the SQL add on etc. but if we wanted to avoid remote desktop but get acceptable VPN, does anyone have any experience of this.

95% of the time my staff are working from the office, so that's fine, or happy to use the web interface, but as the business owner, my use of the product is far more intense.

Given that there are 5 of us, plus the web interface and alerts server, I would have to go for the 10 user license for SQL I believe (concurrent use and all that). Really could do with some experienced users offering some advice here.

Cheers,
Neil.

Customer Help Desk Support

pops1000uk — Thu, 25 Apr 2013 08:19:02 GMT

Hi, Any plans to introduce a web portal to Commit so that I can provide a help desk support tool? i.e something like Kayako?

unreadable characters

catello — Wed, 24 Apr 2013 08:59:24 GMT

the red letters on blue stripe are not readable

Web Interface

Tina Maldonado — Tue, 23 Apr 2013 18:54:59 GMT

We have the web interface. We changed internet providers and now we have a different public ip address. Now we can get to the web interface login screen but it is still looking for the old public ip address to login. How do we change this