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{| id="mp-topbanner" style="width:100%; background:#ffffff; margin-top:1.2em; border:1px solid | {| id="mp-topbanner" style="width:100%; background:#ffffff; margin-top:1.2em; border:1px solid Silver;" | ||
| style="width:56%; color:#000;" | | | style="width:56%; color:#000;" | | ||
<!-- "WELCOME TO | <!-- "WELCOME TO RangerMSP WIKI" AND ARTICLE COUNT --> | ||
{| style="width:280px; border:none; background:#ffffff; margin-left: | {| style="width:280px; border:none; background:#ffffff; margin-left:28%" | ||
| style="width:280px; text-align:center; white-space:nowrap; color:#000;" | | | style="width:280px; text-align:center; white-space:nowrap; color:#000;" | | ||
<div style="font-size: | <div style="font-size:180%; border:none; margin:0; padding:.1em; color:#000;">Welcome to the RangerMSP Wiki</div> | ||
<div style="top:+0.2em; font-size: | <div style="top:+0.2em; font-size:120%;">RangerMSP Support Documentation Center.</div> | ||
<div id="articlecount" style="width:100%; text-align:center; font-size:85%;">[[Special:Statistics|{{NUMBEROFARTICLES}}]] articles in the system</div> | <!-- <div id="articlecount" style="width:100%; text-align:center; font-size:85%;">[[Special:Statistics|{{NUMBEROFARTICLES}}]] articles in the system</div> --> | ||
|} | |} | ||
<!-- | <!-- USEFUL LINKS ON THE RIGHT SIDE --> | ||
| style="width:16%; font-size:95%;" | | | style="width:16%; font-size:95%;" | | ||
* [http:// | * [http://{{SERVERNAME}}/free-trial/free-trial-download/ Download RangerMSP] | ||
* [http:// | * [http://{{SERVERNAME}}/forum/ Forums] | ||
* [http://{{SERVERNAME}}/products/reasons-why/ Why RangerMSP?] | |||
* [http:// | * [http://{{SERVERNAME}}/about-us/ About us] | ||
* [http:// | |||
|} | |} | ||
<!-- 4HEADLINES --> | |||
{{Col}} | |||
<br> | |||
=New to RangerMSP?= | |||
*[[Introduction|Introduction to RangerMSP]] | |||
*[[Getting Started|Getting Started]] | |||
*[[#Setup & Installation|Setup & Installation]] | |||
*[[FAQ]] | |||
<br><br><br> | |||
| | =Documentation= | ||
| | *[[#Getting Started|Getting Started]] | ||
*[[#Setup & Installation|Setup & Installation]] | |||
| | *[[#Work Flows|Work Flows]] | ||
*[[#User Manuals|User Manuals]] | |||
*[[#Office Management|Office Management]] | |||
*[[#Service Management|Service Management]] | |||
*[[#Billing|Billing]] | |||
| | *[[#Import and Export|Import and Export]] | ||
| | *[[#Customization|Customization]] | ||
|} | *[[#Privileges|Privileges]] | ||
<!-- | *[[#Integration|Integration]] | ||
*[[#FAQ|FAQ]] | |||
| | *[[:Category:KB|RangerMSP KB Articles]] | ||
{{Break}} | |||
| | |||
| | =Popular Forum Threads= | ||
| | *[http://{{SERVERNAME}}/support/version-update/ New RangerMSP 30 Release!] | ||
| | *[http://{{SERVERNAME}}/forum/showthread.php?t=1208 Running an IT Services Business Forum ] | ||
< | *[http://{{SERVERNAME}}/forum/showthread.php?t=1037 The IT Toolbox – Community Based Resources for IT Professionals] | ||
<br><br><br><br><br> | |||
== | |||
=Recent KB Articles= | |||
| | *[[KB:_Keeping_Your_Customers_In_Touch_With_You|Keeping Your Customers In Touch With You]] | ||
* [[ | *[[KB:_Integrating_Wiki_Search_Into_Your_Browser|Integrating WIki Search Into Your Browser]] | ||
* [[ | *[[KB:_Direct_Dialing_Using_a_Modern_Phone_System|Direct Dialing Using a Modern Phone System]] | ||
* [[ | *[[KB:_How_To_Rename_Fields|How To Rename Fields]] | ||
* [[ | *[[KB:_Setting_up_the_software_with_Terminal_Services|Setting Up the Software with Terminal Services]] | ||
* [[ | *[[KB:_How_To_Create_Tickets_On_Behalf_of_Your_Customers_Using_Emails|How To Create Tickets On Behalf of Your Customers Using Emails]] | ||
| | {{Colend}} | ||
* [[ | |||
* [[ | <!-- CATEGORIES AND ARTICLES --> | ||
* [[ | ==[[Getting_Started|Getting Started]]== | ||
* [[Import and Export]] | <font size=2> | ||
* [[ | *[[Introduction|Introduction to RangerMSP]] | ||
| | *[[Software Installation|Software Installation]] | ||
* [[Privileges]] | <br> | ||
* [[ | |||
* [[ | ==[[Setup|Setup & Installation]]== | ||
* [[ | '''Client''' | ||
* [[ | *[[Software Installation|Software Installation]] | ||
| | *[[Accounts | Account Setup]] | ||
* [[ | *[[Employees | Employee Setup]] | ||
* [[ | *[[Privileges | Privileges Setup]] | ||
* [[ | *[[Import and Export]] | ||
* [[ | *[[QuickBooks Link|RangerMSP-QuickBooks Link]] | ||
* [[ | *[[Outlook Sync|RangerMSP-Outlook Sync]] | ||
| | *[[QuoteWerks_Link|RangerMSP-QuoteWerks Link]] | ||
*[[Xero_Link|RangerMSP-Xero Link]] | |||
'''Server''' | |||
*[[Software Installation|Software Installation]] | |||
*[[Web Interface|RangerMSP Web Interface]] | |||
*[[Email Connector|RangerMSP Email Connector Setup]] , [[Ticket_Management#Email_Distribution_via_Email_Connector|Email Threading via RangerMSP Email Connector]] | |||
*[[Alerts Server|RangerMSP Alerts Server]] | |||
*[[Report Scheduler|RangerMSP Report Scheduler]] | |||
*[[MSP_Integration_Setup|RMM/MSP Systems Integration]] | |||
*[[GFI_MAX_Link|GFI MAX Link Setup Guide]] | |||
*[[Continuum_Link|Continuum Link Setup Guide]] | |||
*[[SQL Database Installation Guide | SQL Database for RangerMSP Installation Guide (for registered users)]] | |||
*[[SQL Database for Trial Users|SQL Database for Trial Users]] | |||
<br> | |||
==[[Work_Flows|Work Flows]]== | |||
*[[Tickets|Ticket Lifecycle]] | |||
*[[Ticket Management]] | |||
*[[Billing Lifecycle]] | |||
*[[Project Management]] | |||
*[[Recurring Contracts]] | |||
*[[SLA|Service Level Agreements (SLA)]] | |||
*[[Over-used Hours]] | |||
*[[Rolling-over Hours]] | |||
*[[Asset Warranties]] | |||
*[[Preventive Maintenance]] | |||
*[[Return Material Authorization (RMA)]] | |||
*[[Barcodes and Assets]] | |||
*[[Sales|Sales Management]] | |||
*[[Activity Templates]] | |||
*[[Managing Quotes]] | |||
*[[Filters|Searching with Filters]] | |||
<br> | |||
==[[User_Manuals|User Manuals]]== | |||
*[[Billing]] | |||
*[[Assets]] | |||
*[[Sales]] | |||
*[[Accounts]] | |||
*[[Ticket Management]] | |||
*[[Quotes]] | |||
*[[SLA|Service Level Agreements (SLA)]] | |||
*[[Password Manager]] | |||
*[[Knowledge Base]] | |||
*[[Activity Templates]] | |||
*[[Email Templates]] | |||
*[[Documents]] | |||
*[[Filters|Using Filters]] | |||
*[[Statistics Board]] | |||
*[[Web Interface|RangerMSP Web Interface]] | |||
*[[Generating_Reports_User_Guide|Generating Reports]] | |||
*[[Report_Designer_User_Guide|Report Designer]] | |||
*[[To-do Lists]] | |||
'''Integration''' | |||
*[[QuickBooks Link|RangerMSP-QuickBooks Link]] | |||
*[[Xero_Link|RangerMSP-Xero Link]] | |||
*[[Outlook Sync|RangerMSP-Outlook Sync]] | |||
*[[Office_365_Sync|Office 365 Calendar Sync for RangerMSP]] | |||
*[[Email Connector|RangerMSP Email Connector]] | |||
*[[Alerts Server|RangerMSP Alerts Server]] | |||
*[[Report Scheduler|RangerMSP Report Scheduler]] | |||
*[[QuoteWerks_Link|RangerMSP-QuoteWerks Link]] | |||
*[[MSP_Integration_Setup|MSP Systems Integration]] | |||
*[[API Developers Guide|API Developers Guide]] | |||
<br> | |||
==[[Office_Management|Office Management]]== | |||
*[[Accounts]] | |||
*[[Employees]] | |||
*[[Subcontractors]] | |||
*[[Privileges]] | |||
*[[Documents]] | |||
*[[Documents#Using Word Merge Templates|Word Templates]] | |||
*[[Email Templates]] | |||
*[[Documents#Managing Outlook Emails within RangerMSP|Filing Emails]] | |||
*[[History]] | |||
*[[Outlook Sync|RangerMSP-Outlook Sync]] | |||
*[[Sales|Sales Management]] | |||
*[[Quotes]] | |||
*[[Statistics Board]] | |||
*[[Filters|Searching with Filters]] | |||
*[[Reports|Reports]] | |||
<br> | |||
==[[Service_Management|Service Management]]== | |||
*[[Ticket Management]] | |||
*[[Tickets|Ticket Lifecycle]] | |||
*[[Tickets#Dispatch the Ticket|Dispatcher]] | |||
*[[Assets]] | |||
*[[Managing Quotes]] | |||
*[[Activity Templates]] | |||
*[[Email Templates]] | |||
*[[Knowledge Base]] | |||
*[[Billing]] | |||
<br> | |||
==[[Billing_Topics|Billing]]== | |||
*[[Billing|Billing User Guide]] | |||
*[[Items]] | |||
*[[Charges]] | |||
*[[Charges#Using_the_Timer_to_Add_Charges|Timer]] | |||
*[[Charges#Tracking_Time_Spent|Time Tracking]] | |||
*[[Contracts]] | |||
*[[Custom Pricing]] | |||
*[[SLA|Service Level Agreements (SLA)]] | |||
*[[Contract-Price Charges|Billing for Your Contracts]] | |||
*[[Recurring Contracts]] | |||
*[[Charges#Charging Using Taxes|Taxes]] | |||
*[[QuickBooks Link|RangerMSP-QuickBooks Link]] | |||
*[[Xero_Link|RangerMSP-Xero Link]] | |||
*[[Charges#Using RangerMSP Charge Reports|Reports]] | |||
<br> | |||
==[[Import_and_Export|Import and Export]]== | |||
*[[Import Accounts]] | |||
*[[Import_Accounts#Importing_Secondary_Contacts|Import Contacts]] | |||
*[[Import Tickets]] | |||
*[[Import Assets]] | |||
*[[Import Items]] | |||
*[[Import Charges]] | |||
*[[Import Passwords]] | |||
*[[Import Notes]] | |||
*[[Documents#Importing Existing Documents|Import Documents]] | |||
*[[Knowledge Base#Importing Articles|Import Knowledge Base Articles]] | |||
*[[Importing from QuickBooks]] | |||
*[[Syncing Accounts with Outlook|Import from Outlook (RangerMSP-Outlook Sync)]] | |||
*[[Import and Export FAQ]] | |||
*[[Import_and_Export_FAQ#Can_I_export_data_from_RangerMSP.3F|Export Data]] | |||
*[[Community_Sharing_Center|Community Sharing Center]] | |||
<br> | |||
==[[Customization|Customization]]== | |||
*[[Field Customization]] | |||
*[[Report Customization]] | |||
*[[Activity Templates]] | |||
*[[Email Templates]] | |||
*[[Filters]] | |||
*[[API Developers Guide|RangerMSP API Developers Guide]] | |||
*[[Customization FAQ]] | |||
<br> | |||
==[[Privileges|Privileges]]== | |||
*[[Employee Privileges]] | |||
*[[Subcontractors#Subcontractors_Permissions|Subcontractors Privileges]] | |||
*[[Customer Privileges]] | |||
*[[Privileges_FAQ|Privileges FAQ]] | |||
<br> | |||
==[[Integration|Integration]]== | |||
*[[QuickBooks Link|RangerMSP-QuickBooks Link]] | |||
*[[Xero_Link|RangerMSP-Xero Link]] | |||
*[[Outlook Sync|RangerMSP-Outlook Sync]] | |||
*[[Online Services|RangerMSP Online Services]] | |||
*[[API Developers Guide|RangerMSP API Developers Guide]] | |||
*[[API by Email and MSP Integration|API by Email]] | |||
*[[API by Email and MSP Integration|Automated Emails]] | |||
*[[QuoteWerks_Link|RangerMSP-QuoteWerks Link]] | |||
*[[Continuum_Link|RangerMSP-Continuum Link]] | |||
*[[GFI_MAX_Link|RangerMSP-GFI MAX Link]] | |||
*[[MSP_Integration_Setup|MSP Systems Integration]] ([[MSP_Integration_Setup#Kaseya.E2.84.A2|Kaseya™ ]], [[MSP_Integration_Setup#Level_Platforms.E2.84.A2_Managed_Workspace.E2.84.A2|Level Platforms™ Managed Workspace™]], [[MSP_Integration_Setup#N-able.E2.84.A2_N-central.E2.84.A2|N-able™ N-central™]]) | |||
*[[Documents#Importing Existing Documents|Import and Export (Excel, CSV, etc.)]] | |||
*[[Documents#Using Word Merge Templates|Word Templates]] | |||
<br> | |||
== | ==[[FAQ|FAQ]]== | ||
*[[Tickets FAQ|Tickets]] | |||
*[[Contracts FAQ|Contracts]] | |||
*[[Dispatcher & Calendar FAQ|Dispatcher & Calendar]] | |||
*[[Charges FAQ|Charges]] | |||
*[[Items FAQ|Items]] | |||
*[[Reports FAQ|Reports]] | |||
*[[Import and Export FAQ|Import & Export]] | |||
*[[QuickBooks FAQ|QuickBooks]] | |||
*[[Web Interface FAQ|Web Interface]] | |||
*[[Outlook Integration FAQ|Outlook Integration]] | |||
*[[Alerts Server FAQ|Alerts Server]] | |||
*[[Email Connector FAQ|Email Connector]] | |||
*[[Employees & Users FAQ|Employees & Users]] | |||
*[[Documents FAQ|Documents]] | |||
*[[Accounts FAQ|Accounts]] | |||
*[[Assets FAQ|Assets]] | |||
*[[Knowledge Base FAQ|Knowledge Base]] | |||
*[[Activity Templates FAQ|Activity Templates]] | |||
*[[Online Services FAQ|Online Services]] | |||
*[[Customization FAQ|Customization]] | |||
*[[Backup and Restore FAQ|Backup & Restore]] | |||
*[[Global Settings FAQ|Global Settings]] | |||
*[[Labor Rates FAQ|Labor Rates]] | |||
*[[History FAQ|History]] | |||
*[[Privileges FAQ|Privileges]] | |||
*[[Messages FAQ|Messages]] | |||
*[[Taxes FAQ|Taxes]] | |||
<br> | |||
__NOTOC__ | |||
__NOTOC__ |
Latest revision as of 13:44, 19 September 2022
|
Getting Started
Setup & Installation
Client
- Software Installation
- Account Setup
- Employee Setup
- Privileges Setup
- Import and Export
- RangerMSP-QuickBooks Link
- RangerMSP-Outlook Sync
- RangerMSP-QuoteWerks Link
- RangerMSP-Xero Link
Server
- Software Installation
- RangerMSP Web Interface
- RangerMSP Email Connector Setup , Email Threading via RangerMSP Email Connector
- RangerMSP Alerts Server
- RangerMSP Report Scheduler
- RMM/MSP Systems Integration
- GFI MAX Link Setup Guide
- Continuum Link Setup Guide
- SQL Database for RangerMSP Installation Guide (for registered users)
- SQL Database for Trial Users
Work Flows
- Ticket Lifecycle
- Ticket Management
- Billing Lifecycle
- Project Management
- Recurring Contracts
- Service Level Agreements (SLA)
- Over-used Hours
- Rolling-over Hours
- Asset Warranties
- Preventive Maintenance
- Return Material Authorization (RMA)
- Barcodes and Assets
- Sales Management
- Activity Templates
- Managing Quotes
- Searching with Filters
User Manuals
- Billing
- Assets
- Sales
- Accounts
- Ticket Management
- Quotes
- Service Level Agreements (SLA)
- Password Manager
- Knowledge Base
- Activity Templates
- Email Templates
- Documents
- Using Filters
- Statistics Board
- RangerMSP Web Interface
- Generating Reports
- Report Designer
- To-do Lists
Integration
- RangerMSP-QuickBooks Link
- RangerMSP-Xero Link
- RangerMSP-Outlook Sync
- Office 365 Calendar Sync for RangerMSP
- RangerMSP Email Connector
- RangerMSP Alerts Server
- RangerMSP Report Scheduler
- RangerMSP-QuoteWerks Link
- MSP Systems Integration
- API Developers Guide
Office Management
- Accounts
- Employees
- Subcontractors
- Privileges
- Documents
- Word Templates
- Email Templates
- Filing Emails
- History
- RangerMSP-Outlook Sync
- Sales Management
- Quotes
- Statistics Board
- Searching with Filters
- Reports
Service Management
- Ticket Management
- Ticket Lifecycle
- Dispatcher
- Assets
- Managing Quotes
- Activity Templates
- Email Templates
- Knowledge Base
- Billing
Billing
- Billing User Guide
- Items
- Charges
- Timer
- Time Tracking
- Contracts
- Custom Pricing
- Service Level Agreements (SLA)
- Billing for Your Contracts
- Recurring Contracts
- Taxes
- RangerMSP-QuickBooks Link
- RangerMSP-Xero Link
- Reports
Import and Export
- Import Accounts
- Import Contacts
- Import Tickets
- Import Assets
- Import Items
- Import Charges
- Import Passwords
- Import Notes
- Import Documents
- Import Knowledge Base Articles
- Importing from QuickBooks
- Import from Outlook (RangerMSP-Outlook Sync)
- Import and Export FAQ
- Export Data
- Community Sharing Center
Customization
- Field Customization
- Report Customization
- Activity Templates
- Email Templates
- Filters
- RangerMSP API Developers Guide
- Customization FAQ
Privileges
Integration
- RangerMSP-QuickBooks Link
- RangerMSP-Xero Link
- RangerMSP-Outlook Sync
- RangerMSP Online Services
- RangerMSP API Developers Guide
- API by Email
- Automated Emails
- RangerMSP-QuoteWerks Link
- RangerMSP-Continuum Link
- RangerMSP-GFI MAX Link
- MSP Systems Integration (Kaseya™ , Level Platforms™ Managed Workspace™, N-able™ N-central™)
- Import and Export (Excel, CSV, etc.)
- Word Templates
FAQ
- Tickets
- Contracts
- Dispatcher & Calendar
- Charges
- Items
- Reports
- Import & Export
- QuickBooks
- Web Interface
- Outlook Integration
- Alerts Server
- Email Connector
- Employees & Users
- Documents
- Accounts
- Assets
- Knowledge Base
- Activity Templates
- Online Services
- Customization
- Backup & Restore
- Global Settings
- Labor Rates
- History
- Privileges
- Messages
- Taxes