Main Page: Difference between revisions

From RangerMSP Wiki - PSA software for MSPs and IT services providers
Jump to navigation Jump to search
No edit summary
 
(251 intermediate revisions by 6 users not shown)
Line 1: Line 1:
{| id="mp-topbanner" style="width:100%; background:#ffffff; margin-top:1.2em; border:1px solid Silver;"
{| 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 COMMIT WIKI" AND ARTICLE COUNT        -->
<!--        "WELCOME TO RangerMSP WIKI" AND ARTICLE COUNT        -->
{| style="width:280px; border:none; background:#ffffff; margin-left:28%"
{| 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:180%; border:none; margin:0; padding:.1em; color:#000;">Welcome to the CommitCRM Wiki</div>
<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:95%;">Commit Support Documentation Center.</div>
<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        -->
<!--        USEFUL LINKS ON THE RIGHT SIDE        -->
| style="width:16%; font-size:95%;" |
| style="width:16%; font-size:95%;" |
* [http://www.commitcrm.com/download.php Download CommitCRM]
* [http://{{SERVERNAME}}/free-trial/free-trial-download/ Download RangerMSP]
* [http://www.commitcrm.com/forum/ Forums]
* [http://{{SERVERNAME}}/forum/ Forums]
* [http://www.commitcrm.com/why_commitcrm.htm Why Commit?]
* [http://{{SERVERNAME}}/products/reasons-why/ Why RangerMSP?]
* [http://www.commitcrm.com/aboutus.htm About Commit]
* [http://{{SERVERNAME}}/about-us/ About us]
|}
|}
<!--        4HEADLINES        -->
<!--        4HEADLINES        -->
{{Col}}
{{Col}}
<br>
=New to RangerMSP?=
*[[Introduction|Introduction to RangerMSP]]
*[[Getting Started|Getting Started]]
*[[#Setup & Installation|Setup & Installation]] 
*[[FAQ]]
<br><br><br>
=Documentation=
=Documentation=
*[[#Getting Started|Getting Started]]
*[[#Getting Started|Getting Started]]  
*[[#Setup|Setup]]
*[[#Setup & Installation|Setup & Installation]]  
*[[#Videos|Videos]]
*[[#Work Flows|Work Flows]]
*[[#Work Flows|Work Flows]]
*[[#User Manuals|User Manuals]]
*[[#User Manuals|User Manuals]]
*[[#Office Management|Office Management]]
*[[#Office Management|Office Management]]
*[[#Service Management|Service Management]]
*[[#Service Management|Service Management]]
*[[#Billing|Billing]]
*[[#Billing|Billing]]  
*[[#Import and Export|Import and Export]]
*[[#Import and Export|Import and Export]]
*[[#Customization|Customization]]
*[[#Customization|Customization]]
Line 32: Line 40:
*[[#Integration|Integration]]
*[[#Integration|Integration]]
*[[#FAQ|FAQ]]
*[[#FAQ|FAQ]]
*[[:Category:KB|CommitCRM KB Articles]]
*[[:Category:KB|RangerMSP KB Articles]]


{{Break}}
{{Break}}
=Popular Forum Threads=
=Popular Forum Threads=
*[http://www.commitcrm.com/forum/showthread.php?t=1153 New! Installation Video Tutorials]
*[http://{{SERVERNAME}}/support/version-update/ New RangerMSP 30 Release!]
*[http://www.commitcrm.com/forum/showthread.php?t=1137 New! CommitCRM 5.1 is Now Available ]
*[http://{{SERVERNAME}}/forum/showthread.php?t=1208 Running an IT Services Business Forum ]
*[http://www.commitcrm.com/forum/showthread.php?t=1025 New! Follow us on Twitter – twitter.com/CommitCRM]
*[http://{{SERVERNAME}}/forum/showthread.php?t=1037 The IT Toolbox – Community Based Resources for IT Professionals]
*[http://www.commitcrm.com/forum/showthread.php?t=1037 The IT Toolbox – Community Based Resources for IT Professionals]
<br><br><br><br><br>
<br>


=Recent Knowledge Base Articles=
=Recent KB Articles=
*[[KB:_Address_Custom_Formatting|Address custom formatting]]
*[[KB:_Keeping_Your_Customers_In_Touch_With_You|Keeping Your Customers In Touch With You]]
*[[KB:_Issues_when_sending_a_second_email_using_MS_Outlook|Issues when sending a second email using MS Outlook]]
*[[KB:_Integrating_Wiki_Search_Into_Your_Browser|Integrating WIki Search Into Your Browser]]
*[[KB:_Automatic_Outlook_Sync|Automatic Outlook Sync]]
*[[KB:_Direct_Dialing_Using_a_Modern_Phone_System|Direct Dialing Using a Modern Phone System]]
*[[KB:_Database_Errors,_Indexing_Errors|DataBase & Indexing Errors]]
*[[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}}
{{Colend}}


<!--        CATEGORIES AND ARTICLES        -->
<!--        CATEGORIES AND ARTICLES        -->
== Getting Started ==
==[[Getting_Started|Getting Started]]==
<font size=2>
<font size=2>
*[[Introduction|Introduction to CommitCRM]]
*[[Introduction|Introduction to RangerMSP]]
*[[CommitCRM Installation|Installing CommitCRM]]
*[[Software Installation|Software Installation]]
*[http://www.commitcrm.com/videos/commit_crm_getting_started_tutorial_video.htm Getting Started Tutorial]</font>
<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]]


==Setup==
'''Server'''
*[[Import and Export]]
*[[Software Installation|Software Installation]]
*[[Web Interface|Commit Web Interface Installation]]
*[[Web Interface|RangerMSP Web Interface]]  
*[[Email Connector|Commit Email Connector Installation]]
*[[Email Connector|RangerMSP Email Connector Setup]] , [[Ticket_Management#Email_Distribution_via_Email_Connector|Email Threading via RangerMSP Email Connector]]
*[[Alerts Server|Commit Alerts Server Installation]]
*[[Alerts Server|RangerMSP Alerts Server]]  
*[[QuickBooks Link|Commit-QuickBooks Link]]
*[[Report Scheduler|RangerMSP Report Scheduler]]
*[[Commit-Outlook Sync]]
*[[MSP_Integration_Setup|RMM/MSP Systems Integration]]
*[[Videos#Installation Guides|Installation Videos]]
*[[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]]




==Videos==
*[http://www.commitcrm.com/videos/commit_crm_getting_started_tutorial_video.htm Getting Started Tutorial]
*[http://www.commitcrm.com/videos/web_interface_installation_video.htm Web Interface Installation]
*[http://www.commitcrm.com/videos/web_interface_installation_video.htm Email Connector Installation]
*[http://www.commitcrm.com/videos/web_interface_installation_video.htm Alerts Server Installation]
*[[Videos|Watch more videos!]]
<br>
<br>


==Work Flows==
 
*[[Tickets|Ticket Lifecycle]]
==[[Work_Flows|Work Flows]]==
*[[Billing Lifecycle]]
*[[Tickets|Ticket Lifecycle]]
*[[Ticket Management]]  
*[[Billing Lifecycle]]  
*[[Project Management]]
*[[Project Management]]
*[[Recurring Contracts]]
*[[Recurring Contracts]]
*[[SLA|Service Level Agreements (SLA)]]
*[[Over-used Hours]]
*[[Over-used Hours]]
*[[Rolling-over Hours]]
*[[Asset Warranties]]
*[[Asset Warranties]]
*[[Preventive Maintenance]]
*[[Preventive Maintenance]]
Line 87: Line 108:
*[[Barcodes and Assets]]
*[[Barcodes and Assets]]
*[[Sales|Sales Management]]
*[[Sales|Sales Management]]
*[[Activity Templates]]
*[[Managing Quotes]]
*[[Managing Quotes]]
*[[Filters|Searching with Filters]]
<br>


 
==[[User_Manuals|User Manuals]]==
==User Manuals==
*[[Billing]]  
*[[Billing]]
*[[Assets]]
*[[Assets]]
*[[Sales]]
*[[Sales]]
*[[Accounts]]
*[[Ticket Management]]
*[[Quotes]]
*[[SLA|Service Level Agreements (SLA)]]
*[[Password Manager]]
*[[Knowledge Base]]
*[[Knowledge Base]]
*[[Activity Templates]]
*[[Activity Templates]]  
*[[Email Templates]]
*[[Email Templates]]
*[[Documents]]
*[[Documents]]
*[[QuickBooks Link|Commit-QuickBooks Link]]
*[[Filters|Using Filters]]
*[[Commit-Outlook Sync]]
*[[Statistics Board]]
*[[Web Interface|Commit Web Interface]]
*[[Web Interface|RangerMSP Web Interface]]  
*[[Email Connector|Commit Email Connector]]
*[[Generating_Reports_User_Guide|Generating Reports]]
*[[Alerts Server|Commit Alerts Server]]
*[[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]]


==Office Management==
<br>
 
==[[Office_Management|Office Management]]==
*[[Accounts]]
*[[Accounts]]
*[[Employees]]
*[[Employees]]
*[[Subcontractors]]
*[[Privileges]]
*[[Documents]]
*[[Documents]]
*[[Documents#Using Word Merge Templates|Word Templates]]
*[[Documents#Using Word Merge Templates|Word Templates]]
*[[Email Templates]]
*[[Email Templates]]
*[[Documents#Managing Outlook Emails within CommitCRM|Filing Emails]]
*[[Documents#Managing Outlook Emails within RangerMSP|Filing Emails]]
*[[History]]
*[[History]]
*[[Commit-Outlook Sync]]
*[[Outlook Sync|RangerMSP-Outlook Sync]]
*[[Sales|Sales Management]]
*[[Quotes]]
*[[Statistics Board]]
*[[Filters|Searching with Filters]]
*[[Reports|Reports]]
<br>


 
==[[Service_Management|Service Management]]==
==Service Management==
*[[Ticket Management]]
*[[Tickets]]
*[[Tickets|Ticket Lifecycle]]
*[[Tickets#Dispatch the Ticket|Dispatcher]]
*[[Tickets#Dispatch the Ticket|Dispatcher]]
*[[Assets]]
*[[Assets]]
*[[Activity Templates]]
*[[Managing Quotes]]
*[[Activity Templates]]  
*[[Email Templates]]
*[[Email Templates]]
*[[Knowledge Base]]
*[[Knowledge Base]]
*[[Billing]]
*[[Billing]]  
<br>


 
==[[Billing_Topics|Billing]]==
==Billing==
*[[Billing|Billing User Guide]]
*[[Billing]]
*[[Items]]
*[[Items]]
*[[Charges]]
*[[Charges]]
*[[Charges#Using_the_Timer_to_Add_Charges|Timer]]
*[[Charges#Tracking_Time_Spent|Time Tracking]]
*[[Contracts]]
*[[Contracts]]
*[[Custom Pricing]]
*[[Custom Pricing]]
*[[Contract-Price Charges]]
*[[SLA|Service Level Agreements (SLA)]]
*[[Contract-Price Charges|Billing for Your Contracts]]
*[[Recurring Contracts]]
*[[Recurring Contracts]]
*[[Charges#Charging Using Taxes|Taxes]]
*[[Charges#Charging Using Taxes|Taxes]]
*[[QuickBooks Link|Commit-QuickBooks Link]]
*[[QuickBooks Link|RangerMSP-QuickBooks Link]]
*[[Charges#Using CommitCRM Charge Reports|Charge Reports]]
*[[Xero_Link|RangerMSP-Xero Link]]
*[[Charges#Using RangerMSP Charge Reports|Reports]]
<br>


 
==[[Import_and_Export|Import and Export]]==
==Import and Export==
*[[Import Accounts]]
*[[Import Accounts]]
*[[Import_Accounts#Importing_Secondary_Contacts|Import Contacts]]
*[[Import Tickets]]
*[[Import Assets]]
*[[Import Assets]]
*[[Import Items]]
*[[Import Items]]
*[[Import Charges]]
*[[Import Passwords]]
*[[Import Notes]]
*[[Documents#Importing Existing Documents|Import Documents]]
*[[Documents#Importing Existing Documents|Import Documents]]
*[[Knowledge Base#Importing Articles|Import Knowledge Base Articles]]
*[[Knowledge Base#Importing Articles|Import Knowledge Base Articles]]
*[[Importing from QuickBooks]]
*[[Importing from QuickBooks]]
*[[Syncing Accounts with Outlook|Sync with Outlook]]
*[[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]]==
==Customization==
*[[Field Customization]]
*[[Field Customization]]
*[[Report Customization]]
*[[Report Customization]]  
*[[Activity Templates]]
*[[Email Templates]]
*[[Filters]]
*[[API Developers Guide|RangerMSP API Developers Guide]]
*[[Customization FAQ]]
<br>


 
==[[Privileges|Privileges]]==
==Privileges==
*[[Employee Privileges]]
*[[Employees#Employee Privileges Group|Employee Privileges]]
*[[Subcontractors#Subcontractors_Permissions|Subcontractors Privileges]]
*[[Customer Privileges]]
*[[Customer Privileges]]
*[[Privileges_FAQ|Privileges FAQ]]
<br>


 
==[[Integration|Integration]]==
==Integration==
*[[QuickBooks Link|RangerMSP-QuickBooks Link]]
*[[QuickBooks Link|Commit-QuickBooks Link]]
*[[Xero_Link|RangerMSP-Xero Link]]
*[[Commit-Outlook Sync]]
*[[Outlook Sync|RangerMSP-Outlook Sync]]
*[[Commit Online Services]]
*[[Online Services|RangerMSP Online Services]]
*[[Commit API Developers Guide]]
*[[API Developers Guide|RangerMSP API Developers Guide]]
*[[API by Email and MSP Integration]]
*[[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#Importing Existing Documents|Import and Export (Excel, CSV, etc.)]]
*[[Documents#Using Word Merge Templates|Word Templates]]
*[[Documents#Using Word Merge Templates|Word Templates]]
<br>


 
==[[FAQ|FAQ]]==
==FAQ==
*[[Tickets FAQ|Tickets]]
*[[Tickets FAQ|Tickets]]
*[[Contracts FAQ|Contracts]]
*[[Contracts FAQ|Contracts]]
Line 176: Line 252:
*[[Items FAQ|Items]]
*[[Items FAQ|Items]]
*[[Reports FAQ|Reports]]
*[[Reports FAQ|Reports]]
*[[Import & Export FAQ|Import & Export]]
*[[Import and Export FAQ|Import & Export]]
*[[QuickBooks FAQ|QuickBooks]]
*[[QuickBooks FAQ|QuickBooks]]
*[[Web Interface FAQ|Web Interface]]
*[[Web Interface FAQ|Web Interface]]
Line 190: Line 266:
*[[Online Services FAQ|Online Services]]
*[[Online Services FAQ|Online Services]]
*[[Customization FAQ|Customization]]
*[[Customization FAQ|Customization]]
*[[Backup & Restore FAQ|Backup & Restore]]
*[[Backup and Restore FAQ|Backup & Restore]]
*[[Global Settings FAQ|Global Settings]]
*[[Global Settings FAQ|Global Settings]]
*[[Labor Rates FAQ|Labor Rates]]
*[[Labor Rates FAQ|Labor Rates]]
Line 197: Line 273:
*[[Messages FAQ|Messages]]
*[[Messages FAQ|Messages]]
*[[Taxes FAQ|Taxes]]
*[[Taxes FAQ|Taxes]]
 
<br>




__NOTOC__
__NOTOC__

Latest revision as of 13:44, 19 September 2022

Welcome to the RangerMSP Wiki
RangerMSP Support Documentation Center.


Getting Started


Setup & Installation

Client

Server




Work Flows


User Manuals

Integration


Office Management


Service Management


Billing


Import and Export


Customization


Privileges


Integration


FAQ



Retrieved from "https://www.rangermsp.com/w/index.php?title=Main_Page&oldid=8738"