Greetings,
Prior to implementing Commit, we used a pw protected excel spreadsheet form we created for each of our customers, to keep track of all of their users, logins and passwords for windows and all applications. We are looking at what is the best way to move this information into CommitCRM - and continue, as we do currently, to carefully manage access toCommitCRM.
We need our Techs to be able to easily modify this UN/PW documentation as MACs are made AND keep that updated for all of us to view current information. We understand we do not have the ability to upload documents to CommitCRM via the Web Interface and so downloading, modifying and reloading the excel document to CommitCRM from the Web Interface is not an option AND would NOT be an ideal solution regardless.
We thought a possible solution would be to add a Tab to the Account or to an Asset for each Account in CommitCRM and add our own Fields and then populate with user names, application names, passwords etc. We added a Tab to Assets so that we could have a USER/PW Asset for each customer and then populate our new Tab. We noted that our newly added Tab is not appearing on the Web Interface view (even after restarting the Web Interface) which makes it not useful for our purpose. Is there something we need to do to make our new Tab accessible on the Web Interface?
Alternatively we discussed but don't particularly like the idea of typing this information free-form into one of the Notes fields (either on the Details tab or the License tab) of Assets. We understand we cannot add the new Fields we've created to existing CommitCRM Tabs - only to Tabs we've created.
We would like to have CommitCRM hold (in some cases extensive) user name and password lists for each of our customers, viewable AND modifiable via the Web Interface.
Would you please suggest a best practice way to accomplish this? Also if anyone has come up with a solution for this, we'd appreciate others' suggestions.
Thank you.
Best regards,
Lisa Williams
A-1 Tech Support
Prior to implementing Commit, we used a pw protected excel spreadsheet form we created for each of our customers, to keep track of all of their users, logins and passwords for windows and all applications. We are looking at what is the best way to move this information into CommitCRM - and continue, as we do currently, to carefully manage access toCommitCRM.
We need our Techs to be able to easily modify this UN/PW documentation as MACs are made AND keep that updated for all of us to view current information. We understand we do not have the ability to upload documents to CommitCRM via the Web Interface and so downloading, modifying and reloading the excel document to CommitCRM from the Web Interface is not an option AND would NOT be an ideal solution regardless.
We thought a possible solution would be to add a Tab to the Account or to an Asset for each Account in CommitCRM and add our own Fields and then populate with user names, application names, passwords etc. We added a Tab to Assets so that we could have a USER/PW Asset for each customer and then populate our new Tab. We noted that our newly added Tab is not appearing on the Web Interface view (even after restarting the Web Interface) which makes it not useful for our purpose. Is there something we need to do to make our new Tab accessible on the Web Interface?
Alternatively we discussed but don't particularly like the idea of typing this information free-form into one of the Notes fields (either on the Details tab or the License tab) of Assets. We understand we cannot add the new Fields we've created to existing CommitCRM Tabs - only to Tabs we've created.
We would like to have CommitCRM hold (in some cases extensive) user name and password lists for each of our customers, viewable AND modifiable via the Web Interface.
Would you please suggest a best practice way to accomplish this? Also if anyone has come up with a solution for this, we'd appreciate others' suggestions.
Thank you.
Best regards,
Lisa Williams
A-1 Tech Support
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