Forum: Running an IT Services Business
June 5th, 2019, 08:13 AM
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Replies: 1
Hello,
It's been a few years since we used CommitCRM but decided to come back. I just purchased a latest version/support plan. I still have access to my old server and version of CommitCRM but would...
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Forum: RangerMSP Software Discussion Forum (CCRM)
November 1st, 2014, 07:11 PM
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Replies: 1
We provide monthly reports to all of our customers that have block of hours or monthly maintenance with us. It would be really nice to be able to run report from same windows where we select contract...
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Forum: RangerMSP Software Discussion Forum (CCRM)
October 31st, 2014, 02:44 PM
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Replies: 1
Is there a way to remove old opportunities at the same time? We have over 1000 opportunities that need to be removed. Either deleted or set as Cancelled.
Thank you
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Forum: RangerMSP Software Discussion Forum (CCRM)
October 3rd, 2014, 08:16 AM
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Replies: 1
So,
We offer managed backup services to our clients. They pay monthly and we provide them with monthly report and do test restore. So far we have been creating tickets manually each month for our...
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Forum: RangerMSP Software Discussion Forum (CCRM)
September 23rd, 2014, 08:26 PM
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Replies: 1
Hi,
We email our clients completed SO's after each visit. We use built in features that creates PDF report and automatically attaches it to Outlook. That part is working great. Couple of things that...
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Forum: RangerMSP Software Discussion Forum (CCRM)
September 13th, 2014, 09:29 PM
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Replies: 6
its my understanding that report scheduler was added in this last version. Is that so?
I apologize if I missed understood something.
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 7th, 2014, 01:00 PM
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Replies: 22
+1 for option to remove this line
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Forum: RangerMSP Software Discussion Forum (CCRM)
June 5th, 2014, 03:52 PM
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Replies: 2
I added new client to CommitCRM few days ago. Today when I search accounts I get double results. The one I created and one that says [ZENITH AUTO CREATED] Account. Can someone explain this?
Thank you
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Forum: RangerMSP Software Discussion Forum (CCRM)
March 28th, 2014, 01:37 PM
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Replies: 13
We have had this problem as well. Tracking the projects became very painful. Now we create a separate contract for the account that we are doing project for and assign all the project tickets to that...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 19th, 2014, 10:41 AM
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Replies: 1
Hi,
We created new Details and General tabs for assets that match our needs. How do we rearrange the order of tabs? It's kind of annoying that our two main tabs are showing last.
Thank you
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Forum: RangerMSP Software Discussion Forum (CCRM)
January 31st, 2014, 07:45 PM
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Replies: 1
We send detailed monthly reports to our clients. We customized one of the charges reports and almost have it the way we want it. We have 3 groups. All 3 groups show on the first page and everything...
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Forum: RangerMSP Software Discussion Forum (CCRM)
January 20th, 2014, 12:53 PM
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Replies: 2
Great. Looking forward to it.
NOTE: We upgraded to 6.2 version to help prevent duplicate accounts being entered. For the most part feature is doing what is suppose to do. However, it is a little...
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Forum: RangerMSP Software Discussion Forum (CCRM)
January 17th, 2014, 07:14 AM
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Replies: 2
How do you guys deal with old accounts in CommitCRM since they can't be removed. We use CommitCRM for our current accounts as well as to enter prospective clients so we can keep track of the who we...
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Forum: Running an IT Services Business
December 27th, 2013, 01:30 PM
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Replies: 11
We have few clients. Mostly for file sharing. However, as a business owner I prefer Microsoft. More billable hours :P hahah
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 13th, 2013, 08:59 PM
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Replies: 1
Long story short, every time a ticket is completed we use PDF/Email button in CommitCRM to email customer a copy of the completed ticket. They sign it and send it back to us. All this works great,...
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Forum: Running an IT Services Business
August 13th, 2013, 08:51 PM
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Replies: 4
Thank you for the suggestions/recommendations. I guess we'll learn on this mistake. Tried contacting customer via email/phone, still no luck. For the future I am thinking of maybe getting a form that...
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Forum: Running an IT Services Business
July 26th, 2013, 09:18 PM
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Replies: 4
Hello,
Need advice from some more experienced business owners.I have been in IT world for a while now, but recently started my company. We have couple of clients that have not paid invoices. We...
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 3rd, 2013, 11:24 AM
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Replies: 6
Unrelated to this, but it would be very cool if there was a "password" button somewhere so you can store passwords for all these assets ( routers, smart switches...). Also to be able to set security...
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 3rd, 2013, 11:21 AM
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Replies: 3
Thank you for the quick reply and for providing some clarification. I guess settings items by units instead of hours will work.
But you mentioned it does not show on the employees charges reports. It...
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 2nd, 2013, 10:08 PM
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Replies: 3
Hi techies,
I am pretty new to CommitCRM, but I am coming with experience using another ticketing IT software.
I was wondering if there is a way to set an item as a non-billable so it does not...
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