Forum: RangerMSP Software Discussion Forum (CCRM)
March 6th, 2012, 06:29 PM
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Replies: 18
Obviously this feature alone would not justify the purchase of Interlink but...
The workaround we have implemented to give our clients the ease of submitting by e-mail, yet control their priority, is...
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Forum: Running an IT Services Business
October 7th, 2011, 07:17 PM
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Replies: 3
Yes, we cover those items.
As for not installing an MSP agent... I've never ran across that problem. But if I did and they were adamant about not installing it, then I'd raise the price. That MSP...
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Forum: RangerMSP Software Discussion Forum (CCRM)
October 7th, 2011, 07:09 PM
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Replies: 7
I think that way my post Ray ;)
+1
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Forum: Running an IT Services Business
August 18th, 2011, 01:34 PM
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Replies: 26
Yeah hopefully Symform will get past these "growing pains" and come out of the process a better company on the other side.
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 17th, 2011, 06:39 PM
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Replies: 2
Our alerts server address and public email address is the same. This is a user account in Exchange that is checked by CommitCRM and no one else.
We have separate e-mail address for the Internal...
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 17th, 2011, 06:35 PM
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Replies: 15
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 17th, 2011, 06:34 PM
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Replies: 17
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 17th, 2011, 02:50 PM
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Replies: 17
I'm glad you got it :) You are correct that a username and password is required when receiving e-mail - it's sending where you don't want to use the credentials.
I'm glad I was able to point you in...
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 17th, 2011, 01:20 PM
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Replies: 17
I know this is a silly question - but are you certain POP3 is enabled and running on Exchange?
Check these places:
Exchange Management Console > Server Configuration > Client Access > POP3 and IMAP4...
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 17th, 2011, 12:12 PM
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Replies: 17
Sorry - I just noticed the subject line :) You need to add a new receive connector in Exchange in order for the CommitCRM e-mail connector to work correctly. Also you DO NOT want to authenticate to...
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 17th, 2011, 11:56 AM
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Replies: 17
What version of Exchange are you running on your local system? 2003, 2007, 2010? Is this running on SBS or Windows Std?
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 15th, 2011, 06:40 PM
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Replies: 2
What we do I don't think will help in your situation. We just pay their invoices. We might spot check their invoices against charges in CommitCRM from time to time to ensure they are remaining...
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 14th, 2011, 08:06 PM
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Replies: 0
I've seen various requests and/or attempts at feature polls over the years in the forums as I've been searching around today and I thought there must be a better way. I know I've seen various voting...
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 14th, 2011, 07:54 PM
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Replies: 57
It's been about a year since this thread last had any activity so I figured I'd bring it back to the front page again.
We too are struggling with setting up our first AYCE contracts in CommitCRM...
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Forum: Running an IT Services Business
August 14th, 2011, 06:02 PM
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Replies: 1
We currently do this through Quickbooks using their merchant services offering. They let you schedule credit card transactions, however checking account ach still needs to be ran manually each month...
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Forum: Running an IT Services Business
August 14th, 2011, 06:00 PM
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Replies: 26
@bkendall - I agree that Symform's technology is nothing short of brilliant, I do have one word of warning regarding the company itself however. They appear to think that they are selling a software...
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 14th, 2011, 05:43 PM
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Replies: 10
We are currently in the process of bringing on our first few truly flat-rate MSP agreements to some of our A clients. As such, they will give us some leeway in working the kinks out of our...
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 14th, 2011, 04:55 PM
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Replies: 17
+1,000,000 to auto refresh. Techs may be proficient at their job, but remembering to click refresh regularly is a PITA. Too many times I've seen someone idle not doing anything staring at a blank...
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 14th, 2011, 04:51 PM
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Replies: 5
A bird in the hand is worth two in the bush.
Although I am certain that CommitCRM will integrate some (if not all given enough time) of the improvements currently offered by Interlink into the base...
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 14th, 2011, 04:33 PM
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Replies: 14
Well I'm not sure if we'll find a solution as CommitCRM Support and I already tried to find one for awhile to no avail (obviously if I'm customizing reports :) but I'm more than willing to try! We...
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 14th, 2011, 04:23 PM
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Replies: 3
I've privately messaged CommitCRM Support regarding the need to parse the TO and CC fields for additional contact matches as well. Hopefully this will be elevated to the finalized feature set of 5.7.
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 14th, 2011, 03:33 PM
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Replies: 4
Agreed. We have a client with two domains. We don't want two records for every employee to handle two addresses - this screws up reporting based on contact, finding old tickets, etc. There should...
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 14th, 2011, 03:29 PM
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Replies: 14
Mine has gotten so bad that now it just always does that :(
I'm having to slowly but surely modify each client-facing report I care about to hide the default header and manually add my own to the...
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Forum: RangerMSP Software Discussion Forum (CCRM)
December 3rd, 2009, 02:37 PM
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Replies: 4
I do have those messages turned on across the bottom of the screen. The below those messages, and to the right is this blue hyperlink I'm referring to. I assume that's just there for people who...
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Forum: RangerMSP Software Discussion Forum (CCRM)
December 3rd, 2009, 01:17 PM
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Replies: 4
I just have to ask...
Occasionally a blue hyperlink will appear on the right side of the status bar in CommitCRM that says New Online Message. Clicking this link appears to do nothing except cause...
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