Forum: RangerMSP Software Discussion Forum (CCRM)
May 22nd, 2014, 06:29 AM
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Replies: 1
Hi
We're now very much 'stuck in' to using opportunities
What is odd though is why would the the different 'states' of an opp be
1) Open
2) Won
3) Lost
4) Cancelled/On-Hold
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Forum: RangerMSP Software Discussion Forum (CCRM)
May 22nd, 2014, 06:21 AM
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Replies: 29
+1
No make that +100!!!
I have mentioned in another post where a new CommitCRM user/customer was talking about being undecided about purchasing one of the CommitCRM modules and I told them chuck...
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Forum: RangerMSP Software Discussion Forum (CCRM)
May 22nd, 2014, 05:48 AM
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Replies: 3
Can also 'permanently' do this by unticking the 'show secondary contacts' on the ACCOUNTS tab in the Tools -> Options
(apologies if I am mixing things up/providing misleading info/pls delete this...
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Forum: RangerMSP Software Discussion Forum (CCRM)
March 28th, 2014, 07:37 AM
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Replies: 5
OK thanks (shame it is not possible though obviously... here or any other module too)
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Forum: RangerMSP Software Discussion Forum (CCRM)
March 27th, 2014, 06:20 PM
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Replies: 12
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Forum: RangerMSP Software Discussion Forum (CCRM)
March 20th, 2014, 10:25 AM
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Replies: 2
#1 - Many thanks for clarifying
#2 - Yes I have been told it is straightforward and I am sure it is but for some reason we just aren't getting our heads around it - or should I say I am not getting...
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Forum: RangerMSP Software Discussion Forum (CCRM)
March 19th, 2014, 12:17 PM
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Replies: 5
Excellent many thanks :)
(whilst you're there - I don't know if it is particular only to us but it would seem whenever clicking on the description column title in the opp module as if trying to sort...
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Forum: RangerMSP Software Discussion Forum (CCRM)
March 19th, 2014, 10:44 AM
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Replies: 2
Apologies if this has been discussed elsewhere/explained in KB etc. but I simply cannot think what to search on in order to get the info if it is out there
Our current way of working with CommitCRM...
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Forum: RangerMSP Software Discussion Forum (CCRM)
March 19th, 2014, 10:10 AM
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Replies: 42
+1 for an excellent thread and +1 for the Status extension
Coincidentally enough we have literally implemented a very similar process to this in the last few months or so (have been using CommitCRM...
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Forum: RangerMSP Software Discussion Forum (CCRM)
March 18th, 2014, 10:43 AM
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Replies: 5
Had a quick search and can't find anything about this/hopefully a quick easy answer
We have created a custom Tab on the tickets called LINKED and have added 6 drop down fields for...
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Forum: RangerMSP Software Discussion Forum (CCRM)
March 18th, 2014, 10:36 AM
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Replies: 4
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Forum: RangerMSP Software Discussion Forum (CCRM)
March 7th, 2014, 10:24 AM
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Replies: 3
yup pretty much already went through all those steps
all 'cool' with how the Docs work in that the 'files' in commit are effectively shortcuts to the actual file sitting in a folder on the server
I...
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Forum: RangerMSP Software Discussion Forum (CCRM)
March 7th, 2014, 06:33 AM
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Replies: 3
Hi - we used to use the default numbering system in CommitCRM when saving Docs
Not exactly sure what the idea behind this is but it was very confusing to work out what doc is what when viewing them...
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Forum: RangerMSP Software Discussion Forum (CCRM)
March 1st, 2014, 02:03 PM
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Replies: 1
Would it be possible to make the Save Notification (Eg when adding email recipients to a ticket) that appears in a black bordered white box to have a background colour so it is more obvious?
Often...
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Forum: RangerMSP Software Discussion Forum (CCRM)
March 1st, 2014, 01:54 PM
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Replies: 14
Perfect exactly what I am after! thanks for pointing out the drop down top right for the version - have been on that page a few times but never noticed it
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Forum: RangerMSP Software Discussion Forum (CCRM)
March 1st, 2014, 01:53 PM
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Replies: 12
I reckon it's worth the $199 price tag - chuck your money in the pot then there's more $$'s available for Commit to develop no...? ;)
I posted in QW's Forums a while back when we were looking at...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 9th, 2014, 07:14 AM
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Replies: 14
Good stuff - I didn't mean I want to see your internal list though I meant an 'external'/community/publicly available list?
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 7th, 2014, 10:21 AM
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Replies: 1
Hi
Noticed this before only because we noticed a load of double accounts entered in QuickBooks
When we change an account name in Commit the secondary contacts company filed does not update/stays as...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 7th, 2014, 10:16 AM
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Replies: 6
I've seen the 'copy contact to primary contact' option when right clicking a secondary contact so I assume it is then neccessary to make that secondary contact inactive... yup I guess that is the...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 7th, 2014, 10:14 AM
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Replies: 14
Ah right ok that is handy to know but yup all the same I think we will tread carefully here
I guess you mean it is on the list of updates/improvements? cool cool n best of luck sussing it all out!
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 7th, 2014, 10:13 AM
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Replies: 4
OK thanks for the reply and glad I could flag something up for you ;)
Yup those date ranges do work btw!
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 5th, 2014, 10:31 AM
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Replies: 6
Right ok thanks for the reply
Shame no documentation on this as it is becoming a major concern for us - the primary account is added to a new ticket by default (unless one of the accounts contacts...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 5th, 2014, 10:24 AM
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Replies: 14
;)
Just realised about this though - this is set per account not per contact... hmmm darn so if a contact at an account tells us 'can you PLEASE STOP sending me all these alerts' whereas another...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 5th, 2014, 10:20 AM
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Replies: 4
Hi Thanks for response
1) The line reads 'Number of active block of money contracts filtered by end date' - yes we have currently active block of money contracts and I am filtering by all staff (not...
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Forum: RangerMSP Software Discussion Forum (CCRM)
February 4th, 2014, 04:38 PM
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Replies: 2
This has been happening for a long time/am trying to sort it out - following is an actual error email 'as is' other than domain and subject 'removed' - can anyone shed any light please? Thanks!
***...
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