Forum: RangerMSP Software Discussion Forum (CCRM)
February 8th, 2011, 08:04 AM
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Replies: 10
Dina,
Yes, we synced to Outlook, then to Google, but is a pain, and unreliable solution, requiring the PC, Outlook, and CommitCRM to be open.
Automated options for emailing reports would be a nice...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 8th, 2011, 07:21 AM
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Replies: 10
Anyway to have the system automatically email a report to specified user(s) daily?
Our techs really like the Calendar->Appointments report for the day. Easy PDF they can reference throughout. ...
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Forum: RangerMSP Software Discussion Forum (CCRM)
November 18th, 2010, 02:36 PM
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Replies: 3
CommitCRM Team:
I would *LOVE* for techs to see QB account balances (of the linked accounts) inCommitCRM. This would be huge for us. Collection has become a bigger and bigger problem in the last...
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Forum: RangerMSP Software Discussion Forum (CCRM)
November 8th, 2010, 06:55 AM
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Replies: 2
Dina,
Perfect! Missed that - thank you.
You lead me to another discovery - I didn't know you could add columns. I added Updated Date, then I can just sort by that column. Wonderful!
(Right...
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Forum: Running an IT Services Business
November 7th, 2010, 12:14 PM
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Replies: 1
In Commit, do you close all your appointments and tasks for each ticket/account? 4 techs have left us with hundreds of appointments completed but not marked "done" in Commit, which leaves a mess on...
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Forum: RangerMSP Software Discussion Forum (CCRM)
November 7th, 2010, 12:01 PM
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Replies: 2
Is there any report for showing the last updated date of a ticket? Example would be to find tickets which haven't had attention in a while (missed). This would also be nice in the Tickets module...
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Forum: RangerMSP Software Discussion Forum (CCRM)
October 27th, 2010, 06:08 AM
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Replies: 6
Already tried it. Worked perfect. Love it. Thanks so much!
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Forum: Running an IT Services Business
September 23rd, 2010, 06:11 PM
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Replies: 12
I've made great looking, and also very effective diagrams in SmartDraw. I love having them. In a pinch I have all the details I need on one (or two) sheets to quick and efficiently troubleshoot. I...
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 12th, 2010, 01:43 PM
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Replies: 3
Sherry,
Thank you for your reply. I understand, but worry we still don't have the best solution. I'll try this for a while and see if we can make it work.
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Forum: Running an IT Services Business
August 12th, 2010, 05:41 AM
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Replies: 2
Does anyone currently track daily/monthly/yearly financial numbers for your IT business? Eg. production by day/month/tech, collections, hours worked by tech by day/month, etc. QuickBooks already...
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 12th, 2010, 05:37 AM
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Replies: 3
Not-Billable charges adds a very difficult layer to collecting data for reporting outsideCommitCRM. I'm just starting to keep up with production vs. collection daily and monthly along with other...
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 11th, 2010, 01:36 PM
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Replies: 31
This is a pain for us also. I almost hate managed service agreements because of the end of month admin work deciding what to bill who. Can't leave it to the tech to decide - it won't happen right. ...
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 30th, 2010, 07:27 AM
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Replies: 8
Working great!! =) 30 seconds to install. Suggest this in future versions.
Thank you.
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 29th, 2010, 09:37 AM
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Replies: 8
I've seen it discussed many times before, but any plans to remove the popup from the login for Commit's web UI?
One of our techs, Weston, just reported the following tip:
"I found a FireFox addon...
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 26th, 2010, 08:44 AM
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Replies: 1
We are moving our server to a new location with new IPs. I know there are several places I've configured with hard-coded IPs or other network specific info. Do you have a check list for completing...
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 21st, 2010, 03:47 PM
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Replies: 6
Thanks - I'll wait on the batch. :)
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 17th, 2010, 04:30 PM
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Replies: 1
In the beginning, we didn't know you needed to mark appointments on the scheduler as "done". Now, a year later, we have tons of accounts with left-over / annoying old data that really shouldn't be...
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 17th, 2010, 04:21 PM
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Replies: 6
I was happy to hear 5.4 would only show active contracts. However after install the mess of contracts are still there. I now see the word "active" vs what I consider old or expired. As I copy...
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 17th, 2010, 04:09 PM
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Replies: 7
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 17th, 2010, 04:04 PM
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Replies: 1
I like consistency and try to enter all numbers as NNN.NNN.NNNN - I wish CommitCRM would auto-format (mandate) this field.
Also noticed that the second phone field is synced only to Mobile and the...
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 11th, 2010, 06:21 AM
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Replies: 8
Great, thank you! =) Was just overwhelmed by this again recently (end of month). I read you have our QB fix for print/email options. Can't wait - when will 5.4 be out of beta? :)
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Forum: RangerMSP Software Discussion Forum (CCRM)
June 16th, 2010, 09:11 AM
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Replies: 2
Rinat,
I see also the problem of new tickets. For existing tickets though, I think the system should work off of the TKT in the subject.
Regardless, we need to bill separate accounts. Not sure...
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Forum: RangerMSP Software Discussion Forum (CCRM)
June 16th, 2010, 05:04 AM
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Replies: 2
A customer responded to an email we sent out and I received the following email from CommitCRM Connector:
" *** Errors occurred while processing the attached Email.
You should process this Email...
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Forum: RangerMSP Software Discussion Forum (CCRM)
June 15th, 2010, 08:59 AM
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Replies: 2
Doron,
I think that enhancement would be a wise addition and good indicator to the end-user. Thanks again.
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Forum: RangerMSP Software Discussion Forum (CCRM)
June 14th, 2010, 03:03 PM
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Replies: 2
By default on a ticket under the Email Recipients tab the Account Manager and Ticket Manager are listed - eg. <Account Manager: Bob>
This does *not* mean the Account Manager (Bob) will receive these...
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