Technician Manual

[Yaredo]

Hi all,
Do you have a technician manual which I can send to mine on site so that they view or do I have to prepare one?( For the web interface only)
I am using the trial version and want them to quicky catch up the web interface then quikly purchase the product,
I have seen the wikis and the forums but I needed a manual for the web interface only.
One more: Can I prepare multiple tickets for a cusomer and send them once in quick books?


Thank you very much

[Support Team]

Re: Technician Manual

Hi,

Thanks for posting this.
We suggest letting your employees to read about Web Interface for Employees . This is usually enough for training on the RangerMSP Web Interface.

Let us know if you have any questions.

Regards,
Sherry

[Yaredo]

Re: Technician Manual

Thanks
That helped
One more: Can I prepare multiple tickets for a cusomer and send them once in quick books?

[Support Team]

Re: Technician Manual

Hi,

The best way to consolidate multiple tickets into a single invoice is documented in this wiki page. (scroll down to option 2)

Let us know how this goes.

Regards,
Sherry

[Yaredo]

Re: Technician Manual

That helped too.
Is there any way we can intergrate CommitCRM with toktumi ( the phone service that we are currently using)
Keep up the good work.

Thank you again

[Support Team]

Re: Technician Manual

Hi,

Thanks for posting this.
I'm not too sure about this one; I'm not familiar with this product.
If your phone software has a web server that passes a url and the phone number as a parameter, then you can configure a Online service that uses the phone webpage to dial the phone number.

The best way to answer this is if you can supply me with feedback to the following questions.

• Is there a webpage that each user can dial a phone number from?
• If there is, can you supply us with a sample of the url passed to the browser while dialing through the browser? (should have the dialed number in the url)

Based on the feedback to these questions, we'll know if this can be done with RangerMSP Online Services.

• For more information see the Online Services FAQ.

Regards,
Sherry

[Yaredo]

Re: Technician Manual

Sherry,

I am on site and Iwill give you all the info you needed.

We have more than one contact in our labtech clients.

is there any way to import all the contacts to CommitCRM ?

Jared

[Support Team]

Re: Technician Manual

Hi,

Thanks for posting this.
Labtech has created a plugin application which has some enhanced integration capabilities with RangerMSP; and we think this might help to accomplish your contact import needs.

For more information see the LabTech Tutorial for RangerMSP.

Let us know if this helps.

Regards,
Sherry

[Yaredo]

Re: Technician Manual

Sherry,

I can not find anything helpful in the forums.

I want to import all of my contacts from labtech to CommitCRM once

Thank you

Jared

[Support Team]

Re: Technician Manual

Hi,

Thanks for posting this.

• This part of the Labtech article talks about using the Labtech plugin to copy & link contacts between Labtech & RangerMSP, using the downloadable plugin software available at the top of the article. This method can be easily used to transfer your contacts from labtech to RangerMSP.
  
• If prefer using export options in Labtech and Import options in RangerMSP to have your Labtech customer list copied into RangerMSP, then more information on that can be found here.

We think the first option would be easier to perform, with the added benefit of linking between your RangerMSP Accounts and your Labtech Customers.

Let us know if you have any questions on this topic.

Regards,
Sherry

[Yaredo]

Re: Technician Manual

Shery.

1.The problem is I have multiple contacts in labtech for each account and want to export them once.
I have tried to open and save each contact in labtech as I did to export accounts but there is an error:
"CommitCRM CRM Insert\Update Contact: Error Code: Fields with illegal values:
*: James Bond
Account not found for the sub-contact. The operation has been canceled.51001"

I have already seen all the forums.

2.I also need to if I can sync the calendars in outlook for the last 45 days into the system.

Is there a setting in the program to control the outlook calendar sync?

Thank you very much.

Jared

[Support Team]

Re: Technician Manual

Hi,

Thanks for the update.

1. When using import options to bring your secondary contacts into RangerMSP, you need to import your contaces for each account from separate excel files. This means that you need to have all the contacts for an account in a separate table file, and import each file into an account by right clicking the Contacts tab list in a RangerMSP Account.
   
2. The RangerMSP Outlook Sync module is programmed to import all tasks and appointments from your outlook account from 30 days prior to the time you've started using the RangerMSP Outlook Sync. Once this is done, the RangerMSP system does not remove the appointments, so they are stored from that moment on. To answer your specific question, there is no application available that offers additional options that the Options > Outlook tab does not.

Let us know if this helps.

Regards,
Sherry

[Yaredo]

Re: Technician Manual

Thanks for the information.

It helped

If we decided to buy CommitCRM , are we going to activate the trial and move on with our current data which is already in CommitCRM or should we start from scratch?


Thank you very much

Jared

[Support Team]

Re: Technician Manual

Hi Jared,

The RangerMSP Trial Database can be licensed and registered so that you can continue from the same point. if you wish to license a clean database, then that is also possible.

Regards,
Sherry

[Yaredo]

Re: Technician Manual

Sherry:

You mentioned

“The CommitCRM Outlook Sync module is programmed to import all tasks and appointments from your outlook account from 30 days prior to the time you've started using the CommitCRM Outlook Sync”

But in my case
It only sync the last 14 days.


Any ideas?

Jared