Online Services: Difference between revisions

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{{integration}}
{{integration}}


Commit's '''Online Services''' is a powerful feature which allows you to link to web sites (URL) and activate the web application using parameters taken from CommitCRM.
RangerMSP's '''Online Services''' is a powerful feature which allows you to link to web sites (URL) and activate the web application using parameters taken from RangerMSP.
   
   
You can define as many online Services as you wish. This feature is available for the following entities: Accounts, Tickets, Assets, Items, Contracts, Knowledge Base Articles and Opportunities.
You can define as many online Services as you wish. This feature is available for the following entities: Accounts, Tickets, Assets, Items, Contracts, Knowledge Base Articles and Opportunities.
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==What can I use Online Services for?==
==What can I use Online Services for?==
Wouldn't you like your technicians to be able to find an address for a scheduled visit with just a single click? You can do this by defining an Online Service which will open maps site (e.g. Google Maps, Yahoo! Maps etc.) and the map will open automatically on the address of the Account or Contact stored in CommitCRM.
Wouldn't you like your technicians to be able to find an address for a scheduled visit with just a single click? You can do this by defining an Online Service which will open maps site (e.g. Google Maps, Yahoo! Maps etc.) and the map will open automatically on the address of the Account or Contact stored in RangerMSP.
   
   
This powerful tool allows you to define any URL and open it with parameters. You can basically do with it whatever you want.
This powerful tool allows you to define any URL and open it with parameters. You can basically do with it whatever you want.
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*'''Name''' - The name of the service which will be displayed in the Online Services list and menus throughout the system, for example, "Google Maps".
*'''Name''' - The name of the service which will be displayed in the Online Services list and menus throughout the system, for example, "Google Maps".
*'''Base URL''' - The URL you wish to open in order to use the Service. This is the address of the main service (before passing any parameters to it), for example http://maps.google.com/maps.
*'''Base URL''' - The URL you wish to open in order to use the Service. This is the address of the main service (before passing any parameters to it), for example <nowiki>http://maps.google.com/maps</nowiki>.
*'''URL Parameters''' - Parameters which will be appended to the URL in order to create specific queries when opening the URL. These parameters can be CommitCRM Account database fields which will be taken and filled from CommitCRM when clicking the Online Service.
*'''URL Parameters''' - Parameters which will be appended to the URL in order to create specific queries when opening the URL. These parameters can be RangerMSP Account database fields which will be taken and filled from RangerMSP when clicking the Online Service.
 
See the Tips and Tricks for examples of useful Online Services


See the [[Online_Services#Tips_.26_Tricks_.28Samples.29|Tips & Tricks]] for examples of useful Online Services


==Activating Online Services==
==Activating Online Services==
Online Services can be activated from various places in CommitCRM including:
Online Services can be activated from various places in RangerMSP including:
*The '''Account, Ticket, Asset, Item, Opportunity, Contract, Knowledge Base Article windows''' - click the Online Services icon to activate the service for the selected account
*The '''Account, Ticket, Asset, Item, Opportunity, Contract, Knowledge Base Article windows''' - click the Online Services icon to activate the service for the selected account
*The '''Dispatcher Windows''' - right-click on a selected Ticket to run any Online Service for the Ticket's Account or Contact (such as displaying a map).
*The '''Dispatcher Windows''' - right-click on a selected Ticket to run any Online Service for the Ticket's Account or Contact (such as displaying a map).
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*'''Secondary Contact selection''' field - right-click and select Online Services.
*'''Secondary Contact selection''' field - right-click and select Online Services.
*The '''Relations tab under Account''' - right-click and select Online Services.
*The '''Relations tab under Account''' - right-click and select Online Services.
<br><br>
 
==Sharing Online Services==
Starting with RangerMSP 5.4 you can easily share Online Services with other RangerMSP users, using a dedicated forum.
 
Each of the shared Online Services can be exported to a file, and uploaded to a community sharing forum, so other users can download it and use in RangerMSP.
 
By sharing your work you’ll help other members, and you’ll enjoy other members work. This can save you tremendous amount of time as you can take advantage of a lot of work already invested by other users creating templates which may be very well-suited for your needs. All Online Services can then be further adjusted like any other Activity Template, to fit your specific requirements.
 
For further instructions on how to export and import Online Services, refer to the Activity Templates Sharing Center forum ( [http://{{SERVERNAME}}/forum/showthread.php?t=1558 Enter Online Services Sharing Center].)
<br><br>


==Possible Usage==
==Possible Usage==
*'''Online Services and Assets''' – Access your MSP product online and pass the Asset ID to display its details from your external system
*'''Online Services and Assets''' – Access your MSP product online and pass the Asset ID to display its details from your external system
*'''Online Services and Items''' – Search for better prices for items by passing specific item information directly from within CommitCRM.
*'''Online Services and Items''' – Search for better prices for items by passing specific item information directly from within RangerMSP.
*'''Online Services for Assets''' – Search for a specific product review by its hardware serial number.
*'''Online Services for Assets''' – Search for a specific product review by its hardware serial number.
*'''Online Services for Tickets''' – Search in online knowledge bases for solutions based on the ticket description
*'''Online Services for Tickets''' – Search in online knowledge bases for solutions based on the ticket description
*'''Selection field''' - anywhere where the entity selection field is displayed - right-click and select Online Services, activate Online Services.
*'''Selection field''' - anywhere where the entity selection field is displayed - right-click and select Online Services, activate Online Services.
<br>
 
==Using Lookup Fields==
==Using Lookup Fields==
Lookup Fields can be used in order to pass parameters from an entity which is linked to the entity you are currently using. For example, you can create an Online Service for a Ticket, and pass the address of the account which is linked to the ticket.
Lookup Fields can be used in order to pass parameters from an entity which is linked to the entity you are currently using. For example, you can create an Online Service for a Ticket, and pass the address of the account which is linked to the ticket.
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<CMTLBLDATA_FLDTKTCARDID_FLDCRDADDRESS1>
<CMTLBLDATA_FLDTKTCARDID_FLDCRDADDRESS1>


Where:
Where:<br>
CMTLBLDATA_FLDTKTCARDID is the pointer to the linked account
CMTLBLDATA_FLDTKTCARDID is the pointer to the linked account
FLDCRDADDRESS1 is the account's Address field
<br>FLDCRDADDRESS1 is the account's Address field
 
See usage example in [[Online_Services#Finding_Account_Address_From_Ticket_.28using_Lookup_Field.29|Finding Account Address From Ticket]].
<br><br>


==Tips & Tricks==
==Tips & Tricks (Samples)==
Following are examples of possible Online Services configurations.
Following are examples of possible Online Services configurations.
These examples are intended to explain the use of Online Services only.
These examples are intended to explain the use of Online Services only.
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===Displaying Online Maps===
===Dialing via Skype===
Requires a '''Telephone Number (E.g. 0012125551234)''' or '''Skype Username''' in the '''Accounts>General>Phone1/2''' field. <br>
Please create separate services each phone number field.
{| class="wikitable"
|-
! Parameters
! Values
|-
| Name
| Dial Via Skype
|-
| Base URL
| <nowiki>callto://</nowiki>
|-
| URL Parameters
| <CMTLBLDATA_FLDCRDPHONE1>
|-
|
|<CMTLBLDATA_FLDCRDPHONE2>
|}
 
===Online Account Research===
These services research your Customers information & maps, by referencing different fields that you enter in the database.
 
====Displaying Address by Domain====
Requires a '''WebAddress''' in the '''Accounts>General/Address>Web''' field
{| class="wikitable"
|-
! Parameters
! Values
|-
| Name
| Get address from Customer Domain
|-
| Base URL
| <nowiki>http://api.hostip.info/get_html.php</nowiki>
|-
| URL Parameters
| ?ip=<CMTLBLDATA_FLDCRDURL1>&position=true
|}
 
====Displaying Online Maps====
'''Google Maps''' - Opens Google Maps and displays the Account/Contact address.
'''Google Maps''' - Opens Google Maps and displays the Account/Contact address.
{| class="wikitable"
{| class="wikitable"
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|}
|}


===Finding Account Information===
 
'''Geo IP Locator''' - Locates IP addresses on a map (Usually shows location of the ISP)
This service requires a WebAddress in the '''Accounts>General/Address>Web''' field.
{| class="wikitable"
|-
! Parameters
! Values
|-
| Name
| Geo IP Locator
|-
| Base URL
| <nowiki>http://www.geoiptool.com/en/</nowiki>
|-
| URL Parameters
| ?IP=<CMTLBLDATA_FLDCRDURL1>
|}
 
====Finding Account Information====
'''Google Company''' - Opens Google and searches for the Account Company Name.
'''Google Company''' - Opens Google and searches for the Account Company Name.


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===Finding Ticket Description in Google===
'''Validate Email''' - Runs silent queries to check if an email address exists.
'''Google Ticket''' - Opens Google and searches for the Ticket description.
{| class="wikitable"
{| class="wikitable"
|-
|-
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|-
|-
| Name
| Name
| Google Search for Ticket Description
| Validate Email
|-
|-
| Base URL
| Base URL
| <nowiki>http://www.google.com/search</nowiki>
| <nowiki>http://network-tools.com/default.asp</nowiki>
|-
|-
| URL Parameters
| URL Parameters
| ?q=<CMTLBLDATA_FLDTKTPROBLEM>
| ?prog=validate&host=<CMTLBLDATA_FLDCRDEMAIL1>
|}
|}<br>
 
 
====Displaying Domain WHOIS====
 
'''Network Solutions Domain WHOIS''' - WHOIS domain registration information by Network Solutions.
 
<u>Note:</u> Domain must be stripped from URL (without <nowiki>http://</nowiki>).


===Finding Account Address From Ticket (using [[Commit Online Services#Using Lookup Fields|Lookup Field]]) ===
'''Contributed by DavidW'''
'''Google Address From Ticket''' - Opens Google and searches for the Address of the Account which is linked to the Ticket.
{| class="wikitable"
{| class="wikitable"
|-
|-
! Parameters
! Parameters
! Values
! Values
|-
| Data Source
| Accounts
|-
|-
| Name
| Name
| Google Search for Ticket's Account Address
| Domain WHOIS (NetworkSolutions)
|-
|-
| Base URL
| Base URL
| <nowiki>http://maps.google.com/maps</nowiki>
| <nowiki>http://www.networksolutions.com/whois-search/</nowiki>
|-
|-
| URL Parameters
| URL Parameters
| ?f=q&hl=en&q=<CMTLBLDATA_FLDTKTCARDID_FLDCRDADDRESS1>+<CMTLBLDATA_FLDTKTCARDID_FLDCRDCITY>+<CMTLBLDATA_FLDTKTCARDID_FLDCRDSTATE>+<CMTLBLDATA_FLDTKTCARDID_FLDCRDZIP>
| <CMTLBLDATA_FLDCRDURL1>
|}
|}


===Displaying Products Warranties Online===
'''HP Warranty Lookup''' - Displays HP products warranty expiration dates, using the products number and the products serial number.


<u>Note:</u> Product Number goes into Plate# field (<CMTLBLDATA_FLDASTUSER1>).
'''Domain Tools Domain WHOIS''' - WHOIS domain registration information by Domain Tools.
 
<u>Note:</u> Domain must be stripped from URL (without <nowiki>http://</nowiki>).


'''Contributed by Easy I.T'''
'''Contributed by ajgyomber'''
{| class="wikitable"
{| class="wikitable"
|-
|-
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|-
|-
| Data Source
| Data Source
| Assets
| Accounts
|-
|-
| Name
| Name
| HP Warranty Lookup
| Domain WHOIS (DomainTools)
|-
|-
| Base URL
| Base URL
| <nowiki>http://h20000.www2.hp.com/bizsupport/TechSupport/WarrantyResults.jsp?</nowiki>
| <nowiki>http://whois.domaintools.com/</nowiki>
|-
|-
| URL Parameters
| URL Parameters
| lang=en&cc=us&prodSeriesId=454811&prodTypeId=12454&sn=<CMTLBLDATA_FLDASTSERIALNO>&pn=<CMTLBLDATA_FLDASTUSER1>&country=US&nickname=&find=Display+Warranty+Information+%C2%BB
| <CMTLBLDATA_FLDCRDURL1>
|}
|}




'''DELL Service Contracts and Warranties''' - Displays Dell products warranty expiration dates, using the service tag number.
'''DNSstuff Domain WHOIS''' - WHOIS domain registration information by DNSstuff.


<u>Note:</u> Customize a Field for Service Tag or use existing field. In this sample we will use Field3 as custumized Service Tag Field
<u>Note:</u> Domain must be stripped from URL (without <nowiki>http://</nowiki>).


'''Contributed by JoshuaB'''
{| class="wikitable"
{| class="wikitable"
|-
|-
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|-
|-
| Data Source
| Data Source
| Assets
| Accounts
|-
|-
| Name
| Name
| Dell Warranty Check
| Domain WHOIS (DNSstuff)
|-
|-
| Base URL
| Base URL
| <nowiki>http://support.dell.com/support/topics/global.aspx/support/my_systems_info/details</nowiki>
| <nowiki>http://www.dnsstuff.com/dnslite/?r=u2r&domain=</nowiki>
|-
|-
| URL Parameters
| URL Parameters
| ?c=us&l=en&s=gen&servicetag=<CMTLBLDATA_FLDASTUSER3>
| <CMTLBLDATA_FLDCRDURL1>
|}
|}


===Displaying Domain WHOIS===
'''Network Solutions Domain WHOIS''' - WHOIS domain registration information by Network Solutions.


<u>Note:</u> Domain must be stripped from URL (without <nowiki>http://</nowiki>).
'''Simple Domain Lookup''' - Displays Country, State, and Domain Alias
This service requires a WebAddress in the '''Accounts>General/Address>Web''' field.


'''Contributed by DavidW'''
{| class="wikitable"
{| class="wikitable"
|-
|-
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|-
|-
| Name
| Name
| Domain WHOIS (NetworkSolutions)
| Simple Domain Lookup
|-
| Base URL
| <nowiki>http://network-tools.com/default.asp</nowiki>
|-
| URL Parameters
| ?prog=lookup&host=<CMTLBLDATA_FLDCRDURL1>
|}
 
===Network Diagnostics===
These tools are mostly accessable from the command line in any Linux system, but we thought that it'd be useful to be able to run these tests for your customers, all from the Online Services menu in RangerMSP.
 
====Network Testing Tools====
'''Ping''' - Performs an automatic ping to your customer web address from a remote server.<br>
This service requires a WebAddress in the '''Accounts>General/Address>Web''' field.
{| class="wikitable"
|-
! Parameters
! Values
|-
| Name
| Ping
|-
| Base URL
| <nowiki>http://network-tools.com/default.asp
</nowiki>
|-
| URL Parameters
| ?prog=ping&host=<CMTLBLDATA_FLDCRDURL1>
|}<br>
 
 
'''Trace Route''' - Performs an IP TraceRoute process to your customers website.<br>
This service requires a WebAddress in the '''Accounts>General/Address>Web''' field.
{| class="wikitable"
|-
! Parameters
! Values
|-
| Name
| Trace Route
|-
| Base URL
| <nowiki>http://network-tools.com/default.asp
</nowiki>
|-
| URL Parameters
| ?prog=trace&host=<CMTLBLDATA_FLDCRDURL1>
|}<br>
 
 
'''WebSite Up/Down?''' - Checks if your customer website is operational.<br>
This service requires a WebAddress in the '''Accounts>General/Address>Web''' field.
{| class="wikitable"
|-
! Parameters
! Values
|-
| Name
| Trace Route
|-
|-
| Base URL
| Base URL
| <nowiki>http://www.networksolutions.com/whois-search/</nowiki>
| <nowiki>http://www.downforeveryoneorjustme.com/</nowiki>
|-
|-
| URL Parameters
| URL Parameters
| <CMTLBLDATA_FLDCRDURL1>
| <CMTLBLDATA_FLDCRDURL1>
|}<br>
====DNS WWW & MailServer Record Retrieval====
'''DNS Record Retrieval''' - Displays DNS routing & licensing information based on a domain.<br>
This service requires a WebAddress in the '''Accounts>General/Address>Web''' field.
{| class="wikitable"
|-
! Parameters
! Values
|-
| Name
| DNS Record Retrieval
|-
| Base URL
| <nowiki>http://network-tools.com/default.asp
</nowiki>
|-
| URL Parameters
| ?prog=dnsrec&host=<CMTLBLDATA_FLDCRDURL1>
|}<br>
'''DNS Test and Check''' - Displays Verbose Domain based Info<br>
This service requires a WebAddress in the '''Accounts>General/Address>Web''' field.
{| class="wikitable"
|-
! Parameters
! Values
|-
| Name
| DNS Test and Check
|-
| Base URL
| <nowiki>http://www.dnssy.com/report.php</nowiki>
|-
| URL Parameters
| ?q==<CMTLBLDATA_FLDCRDURL1>
|}<br>
'''WebServer Info''' - Displays version & flavor info on your customer website.<br>
This service requires a WebAddress in the '''Accounts>General/Address>Web''' field.
{| class="wikitable"
|-
! Parameters
! Values
|-
| Name
| WebServer Info
|-
| Base URL
| <nowiki>http://network-tools.com/default.asp</nowiki>
|-
| URL Parameters
| ?prog=httphead&host=<CMTLBLDATA_FLDCRDURL1>
|}<br>
'''Domain Express Sumary''' - shows simple location and alias info for an IP address.<br>
This service requires a WebAddress in the '''Accounts>General/Address>Web''' field.
{| class="wikitable"
|-
! Parameters
! Values
|-
| Name
| Domain Express Summary
|-
| Base URL
| <nowiki>http://network-tools.com/default.asp</nowiki>
|-
| URL Parameters
| ?prog=express&host=<CMTLBLDATA_FLDCRDURL1>
|}<br>
'''Email IP Blacklist''' -  Queries main spam monitoring servers to see if the IP has been blacklisted.<br>
This service requires a WebAddress in the '''Accounts>General/Address>Web''' field.
{| class="wikitable"
|-
! Parameters
! Values
|-
| Name
| Email IP Blacklist
|-
| Base URL
| <nowiki>http://network-tools.com/default.asp</nowiki>
|-
| URL Parameters
| ?prog=sbl&host=<CMTLBLDATA_FLDCRDURL1>
|}<br>
===Ticket Research===
These Online Services et data from the internet, and show you the results from that process. these services need to be created for the '''Tickets''' screen.
====Finding Ticket Description in Google====
'''Google Ticket'''  - Opens Google and searches for the Ticket description.<br>
{| class="wikitable"
|-
! Parameters
! Values
|-
| Name
| Google Search for Ticket Description
|-
| Base URL
| <nowiki>http://www.google.com/search</nowiki>
|-
| URL Parameters
| ?q=<CMTLBLDATA_FLDTKTPROBLEM>
|}
|}




'''Domain Tools Domain WHOIS''' - WHOIS domain registration information by Domain Tools.
====Advanced Ticket Reference====
'''EventID.Net Reference''' - References an Windows Alert Event ID number.<br>
This Service needs the '''Event Source''' copied into the ticket description field, and the '''Event ID number''' in '''Details > Cause'''
{| class="wikitable"
|-
! Parameters
! Values
|-
| Name
| EventID.Net Reference
|-
| Base URL
| <nowiki>http://www.eventid.net/display.asp</nowiki>
|-
| URL Parameters
| ?eventid=<CMTLBLDATA_FLDTKTCAUSE>&source=<CMTLBLDATA_FLDTKTPROBLEM>
|}
 
 
'''TechNet Reference'''  - References an error with Micorsoft Technet.<br>
This Service searches TechNet for the '''ticket description'''.
{| class="wikitable"
|-
! Parameters
! Values
|-
| Name
| Technet Reference
|-
| Base URL
| <nowiki>http://social.technet.microsoft.com/Search/en-US</nowiki>
|-
| URL Parameters
| ?query=<CMTLBLDATA_FLDTKTPROBLEM>&ac=8
|}
 
====Finding Account Address From Ticket (using [[Online Services#Using Lookup Fields|Lookup Field]]) ====
'''Google Address From Ticket'''  - Opens Google and searches for the Address of the Account which is linked to the Ticket.
{| class="wikitable"
|-
! Parameters
! Values
|-
| Name
| Google Search for Ticket's Account Address
|-
| Base URL
| <nowiki>http://maps.google.com/maps</nowiki>
|-
| URL Parameters
| ?f=q&hl=en&q=<CMTLBLDATA_FLDTKTCARDID_FLDCRDADDRESS1>+<CMTLBLDATA_FLDTKTCARDID_FLDCRDCITY>+<CMTLBLDATA_FLDTKTCARDID_FLDCRDSTATE>+<CMTLBLDATA_FLDTKTCARDID_FLDCRDZIP>
|}
 
===Displaying Products Warranties Online===
'''IBM/Lenovo Warranty Lookup''' - Displays IBM/Lenovo products warranty expiration dates, using the products '''Type Number (in Assets > Details > Field2)''' and '''Serial Number (in Assets > Details > Field5)'''.
 
{| class="wikitable"
|-
! Parameters
! Values
|-
| Data Source
| Assets
|-
| Name
| IBM/Lenovo Warranty Lookup
|-
| Base URL
| <nowiki>http://www-307.ibm.com/pc/support/site.wss/warrantyLookup.do</nowiki>
|-
| URL Parameters
| ?type=<CMTLBLDATA_FLDASTUSER2>&serial=<CMTLBLDATA_FLDASTUSER5>&country=897&iws=off&sitestyle=Lenovo
|}
 
'''HP Warranty Lookup''' - Displays HP products warranty expiration dates, using the products number and the products serial number.


<u>Note:</u> Domain must be stripped from URL (without <nowiki>http://</nowiki>).
<u>Note:</u> Product Number goes into Plate# field (<CMTLBLDATA_FLDASTUSER1>).


'''Contributed by ajgyomber'''
'''Contributed by Easy I.T'''
{| class="wikitable"
{| class="wikitable"
|-
|-
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|-
|-
| Data Source
| Data Source
| Accounts
| Assets
|-
|-
| Name
| Name
| Domain WHOIS (DomainTools)
| HP Warranty Lookup
|-
|-
| Base URL
| Base URL
| <nowiki>http://whois.domaintools.com/</nowiki>
| <nowiki>http://h20000.www2.hp.com/bizsupport/TechSupport/WarrantyResults.jsp?</nowiki>
|-
|-
| URL Parameters
| URL Parameters
| <CMTLBLDATA_FLDCRDURL1>
| lang=en&cc=us&prodSeriesId=454811&prodTypeId=12454&sn=<CMTLBLDATA_FLDASTSERIALNO>&pn=<CMTLBLDATA_FLDASTUSER1>&country=US&nickname=&find=Display+Warranty+Information+%C2%BB
|}
|}




'''DNSstuff Domain WHOIS''' - WHOIS domain registration information by DNSstuff.
'''DELL Service Contracts and Warranties''' - Displays Dell products warranty expiration dates, using the service tag number.


<u>Note:</u> Domain must be stripped from URL (without <nowiki>http://</nowiki>).
<u>Note:</u> Customize a Field for Service Tag or use existing field. In this sample we will use Field3 as custumized Service Tag Field


'''Contributed by JoshuaB'''
{| class="wikitable"
{| class="wikitable"
|-
|-
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|-
|-
| Data Source
| Data Source
| Accounts
| Assets
|-
|-
| Name
| Name
| Domain WHOIS (DNSstuff)
| Dell Warranty Check
|-
|-
| Base URL
| Base URL
| <nowiki>http://www.dnsstuff.com/dnslite/?r=u2r&domain=</nowiki>
| <nowiki>http://support.dell.com/support/topics/global.aspx/support/my_systems_info/details</nowiki>
|-
|-
| URL Parameters
| URL Parameters
| <CMTLBLDATA_FLDCRDURL1>
| ?c=us&l=en&s=gen&servicetag=<CMTLBLDATA_FLDASTUSER3>
|}
|}


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===N-able / N-central===
===N-able™ N-central™===


'''Show Account and Asset information directly in N-central.'''  
'''Show Account and Asset information directly in N-central.'''  
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'''Contributed by ajgyomber'''
'''Contributed by ajgyomber'''


<u>Note:</u> You'll need to replace "server.n-able.com", "email@domain.com" and "your_actual_password" with your actual information.
<u>Notes:</u>  
#You'll need to replace "server.n-able.com", "email@domain.com" and "your_actual_password" with your actual information.
#In addition to the integration described here, you can also automatically create Tickets out of incoming email alerts arriving from N-central. This is done using the [[Email Connector|RangerMSP Email Connector]]'s [[API_by_Email_and_MSP_Integration#Automated_Emails|Automated Emails]] which allow analyzing the incoming alert's subject to find the customer in the RangerMSP database. See more details in [[MSP_Integration_Setup#N-able.E2.84.A2_N-central.E2.84.A2|N-able™ N-central™ Integration Setup]].


{| class="wikitable"
{| class="wikitable"
Line 515: Line 838:
|  Field5
|  Field5
|  <CMTLBLDATA_FLDCRDCOMPANYNO>
|  <CMTLBLDATA_FLDCRDCOMPANYNO>
|-
|  Field6
|  <CMTLBLDATA_FLDCRDUSER1>
|-
|-
|  File as
|  File as
Line 559: Line 885:
|-
|-
|  Status
|  Status
|  <CMTLBLDATA_FLDCRDUSER1>
|  <CMTLBLDATA_FLDCRDACCOUNTSTATUS>
|-
|-
|  Sub-Contact Code
|  Sub-Contact Code
Line 583: Line 909:
! Parameter Name to Use  
! Parameter Name to Use  
|-
|-
|  Account ([[Commit Online Services#Lookup Fields|Lookup field]])
|  Account ([[Online Services#Lookup Fields|Lookup field]])
|  <CMTLBLDATA_FLDASTACCRECID>
|  <CMTLBLDATA_FLDASTACCRECID>
|-
|-
Line 592: Line 918:
|  <CMTLBLDATA_FLDASTASSETTYPE>
|  <CMTLBLDATA_FLDASTASSETTYPE>
|-
|-
|  Contact ([[Commit Online Services#Lookup Fields|Lookup field]])
|  Contact ([[Online Services#Lookup Fields|Lookup field]])
|  <CMTLBLDATA_FLDASTCONTACTRECID>
|  <CMTLBLDATA_FLDASTCONTACTRECID>
|-
|-
Line 734: Line 1,060:
! Parameter Name to Use  
! Parameter Name to Use  
|-
|-
|  Account ([[Commit Online Services#Lookup Fields|Lookup field]])  
|  Account ([[Online Services#Lookup Fields|Lookup field]])  
|  <CMTLBLDATA_FLDBCTACCRECID>
|  <CMTLBLDATA_FLDBCTACCRECID>
|-
|-
Line 752: Line 1,078:
|  <CMTLBLDATA_FLDBCTCREATEUSER_FLDWRKNICKNAME>
|  <CMTLBLDATA_FLDBCTCREATEUSER_FLDWRKNICKNAME>
|-
|-
|  Default Item Expense ([[Commit Online Services#Lookup Fields|Lookup field]])  
|  Default Item Expense ([[Online Services#Lookup Fields|Lookup field]])  
|  <CMTLBLDATA_FLDBCTDEFITMEXPNS>
|  <CMTLBLDATA_FLDBCTDEFITMEXPNS>
|-
|-
|  Default Item Labor ([[Commit Online Services#Lookup Fields|Lookup field]])  
|  Default Item Labor ([[Online Services#Lookup Fields|Lookup field]])  
|  <CMTLBLDATA_FLDBCTDEFITMLABOR>
|  <CMTLBLDATA_FLDBCTDEFITMLABOR>
|-
|-
|  Default Item Part ([[Commit Online Services#Lookup Fields|Lookup field]])  
|  Default Item Part ([[Online Services#Lookup Fields|Lookup field]])  
|  <CMTLBLDATA_FLDBCTDEFITMPART>
|  <CMTLBLDATA_FLDBCTDEFITMPART>
|-
|-
Line 874: Line 1,200:
|  <CMTLBLDATA_FLDOPPCALCAMOUNT>
|  <CMTLBLDATA_FLDOPPCALCAMOUNT>
|-
|-
|  Account ([[Commit Online Services#Lookup Fields|Lookup field]])
|  Account ([[Online Services#Lookup Fields|Lookup field]])
|  <CMTLBLDATA_FLDOPPCARDID>
|  <CMTLBLDATA_FLDOPPCARDID>
|-
|-
Line 886: Line 1,212:
|  <CMTLBLDATA_FLDOPPCOINID>
|  <CMTLBLDATA_FLDOPPCOINID>
|-
|-
|  Contact ([[Commit Online Services#Lookup Fields|Lookup field]])
|  Contact ([[Online Services#Lookup Fields|Lookup field]])
|  <CMTLBLDATA_FLDOPPCONTACTID>
|  <CMTLBLDATA_FLDOPPCONTACTID>
|-
|-
Line 965: Line 1,291:
! Parameter Name to Use  
! Parameter Name to Use  
|-
|-
|  Asset ([[Commit Online Services#Lookup Fields|Lookup field]])
|  Asset ([[Online Services#Lookup Fields|Lookup field]])
|  <CMTLBLDATA_FLDTKTASSETRECID>
|  <CMTLBLDATA_FLDTKTASSETRECID>
|-
|-
|  Contract ([[Commit Online Services#Lookup Fields|Lookup field]])
|  Contract ([[Online Services#Lookup Fields|Lookup field]])
|  <CMTLBLDATA_FLDTKTBCRECID>
|  <CMTLBLDATA_FLDTKTBCRECID>
|-
|-
|  Account ([[Commit Online Services#Lookup Fields|Lookup field]])
|  Account ([[Online Services#Lookup Fields|Lookup field]])
|  <CMTLBLDATA_FLDTKTCARDID>
|  <CMTLBLDATA_FLDTKTCARDID>
|-
|-
Line 983: Line 1,309:
|  <CMTLBLDATA_FLDTKTCLOSEDATETIME>
|  <CMTLBLDATA_FLDTKTCLOSEDATETIME>
|-
|-
|  Contact ([[Commit Online Services#Lookup Fields|Lookup field]])
|  Contact ([[Online Services#Lookup Fields|Lookup field]])
|  <CMTLBLDATA_FLDTKTCONTACTID>
|  <CMTLBLDATA_FLDTKTCONTACTID>
|-
|-
Line 1,053: Line 1,379:
|}
|}


===Parameters list for Tickets===
===Parameters list for Knowledge Base Articles===
{| class="wikitable"
{| class="wikitable"
|-
|-

Latest revision as of 13:17, 8 July 2020

Integration > Online Services

RangerMSP's Online Services is a powerful feature which allows you to link to web sites (URL) and activate the web application using parameters taken from RangerMSP.

You can define as many online Services as you wish. This feature is available for the following entities: Accounts, Tickets, Assets, Items, Contracts, Knowledge Base Articles and Opportunities.

  • Accounts window
  • Tickets window
  • Dispatcher window
  • Asset window
  • Items window
  • Contracts window
  • Opportunities window


What can I use Online Services for?

Wouldn't you like your technicians to be able to find an address for a scheduled visit with just a single click? You can do this by defining an Online Service which will open maps site (e.g. Google Maps, Yahoo! Maps etc.) and the map will open automatically on the address of the Account or Contact stored in RangerMSP.

This powerful tool allows you to define any URL and open it with parameters. You can basically do with it whatever you want.


Adding new Online Services

To define a new Online Service, Open the Online Services Management window from Settings > Online Services. or click the Online Services icon from the Accounts window toolbar. Click the New button to add a new Online Service and enter the following parameters:

  • Name - The name of the service which will be displayed in the Online Services list and menus throughout the system, for example, "Google Maps".
  • Base URL - The URL you wish to open in order to use the Service. This is the address of the main service (before passing any parameters to it), for example http://maps.google.com/maps.
  • URL Parameters - Parameters which will be appended to the URL in order to create specific queries when opening the URL. These parameters can be RangerMSP Account database fields which will be taken and filled from RangerMSP when clicking the Online Service.

See the Tips & Tricks for examples of useful Online Services

Activating Online Services

Online Services can be activated from various places in RangerMSP including:

  • The Account, Ticket, Asset, Item, Opportunity, Contract, Knowledge Base Article windows - click the Online Services icon to activate the service for the selected account
  • The Dispatcher Windows - right-click on a selected Ticket to run any Online Service for the Ticket's Account or Contact (such as displaying a map).
  • The Calendar / Scheduled Appointments views - right-click above an Appointment and select Online Services.
  • The secondary Contacts tab - select a Contact, right-click and select Online Services
  • Selection field - anywhere where the entity selection field is displayed - right-click and select Online Services, activate Online Services.
  • Secondary Contact selection field - right-click and select Online Services.
  • The Relations tab under Account - right-click and select Online Services.



Sharing Online Services

Starting with RangerMSP 5.4 you can easily share Online Services with other RangerMSP users, using a dedicated forum.

Each of the shared Online Services can be exported to a file, and uploaded to a community sharing forum, so other users can download it and use in RangerMSP.

By sharing your work you’ll help other members, and you’ll enjoy other members work. This can save you tremendous amount of time as you can take advantage of a lot of work already invested by other users creating templates which may be very well-suited for your needs. All Online Services can then be further adjusted like any other Activity Template, to fit your specific requirements.

For further instructions on how to export and import Online Services, refer to the Activity Templates Sharing Center forum ( Enter Online Services Sharing Center.)

Possible Usage

  • Online Services and Assets – Access your MSP product online and pass the Asset ID to display its details from your external system
  • Online Services and Items – Search for better prices for items by passing specific item information directly from within RangerMSP.
  • Online Services for Assets – Search for a specific product review by its hardware serial number.
  • Online Services for Tickets – Search in online knowledge bases for solutions based on the ticket description
  • Selection field - anywhere where the entity selection field is displayed - right-click and select Online Services, activate Online Services.


Using Lookup Fields

Lookup Fields can be used in order to pass parameters from an entity which is linked to the entity you are currently using. For example, you can create an Online Service for a Ticket, and pass the address of the account which is linked to the ticket.

This way you can define an Online Service for the Ticket, which will be activated from the Ticket window and will be using Account information.

Lookup Field syntax:

<CMTLBLDATA_FLDTKTCARDID_FLDCRDADDRESS1>

Where:
CMTLBLDATA_FLDTKTCARDID is the pointer to the linked account
FLDCRDADDRESS1 is the account's Address field

See usage example in Finding Account Address From Ticket.

Tips & Tricks (Samples)

Following are examples of possible Online Services configurations. These examples are intended to explain the use of Online Services only.

Disclaimer - Before defining your Online Services you should read the terms of use for each web site you want to access. The examples below are displayed to explain how to use online services and how to pass parameters.


Dialing via Skype

Requires a Telephone Number (E.g. 0012125551234) or Skype Username in the Accounts>General>Phone1/2 field.
Please create separate services each phone number field.

Parameters Values
Name Dial Via Skype
Base URL callto://
URL Parameters <CMTLBLDATA_FLDCRDPHONE1>
<CMTLBLDATA_FLDCRDPHONE2>

Online Account Research

These services research your Customers information & maps, by referencing different fields that you enter in the database.

Displaying Address by Domain

Requires a WebAddress in the Accounts>General/Address>Web field

Parameters Values
Name Get address from Customer Domain
Base URL http://api.hostip.info/get_html.php
URL Parameters ?ip=<CMTLBLDATA_FLDCRDURL1>&position=true

Displaying Online Maps

Google Maps - Opens Google Maps and displays the Account/Contact address.

Parameters Values
Name Google Maps
Base URL http://maps.google.com/maps
URL Parameters ?f=q&hl=en&q=<CMTLBLDATA_FLDCRDADDRESS1>+<CMTLBLDATA_FLDCRDCITY>+<CMTLBLDATA_FLDCRDSTATE>+<CMTLBLDATA_FLDCRDZIP>


MapQuest - Opens MapQuest Map and displays the Account/Contact address.

Parameters Values
Name MapQuest
Base URL http://www.mapquest.com/maps
URL Parameters /map.adp?searchtype=address&country=<CMTLBLDATA_FLDCRDCOUNTRY>&addtohistory=&searchtab=home&formtype=address&popflag=0&latitude=&longitude=&name=&phone=&level=&cat=&address=&city=<CMTLBLDATA_FLDCRDCITY>&state=<CMTLBLDATA_FLDCRDSTATE>&zipcode=<CMTLBLDATA_FLDCRDZIP>


Yahoo! Maps - Opens Yahoo! Map and displays the Account/Contact address.

Parameters Values
Name Yahoo! Maps
Base URL http://maps.yahoo.com
URL Parameters /maps_result?addr=<CMTLBLDATA_FLDCRDADDRESS1>&csz=<CMTLBLDATA_FLDCRDCITY>+<CMTLBLDATA_FLDCRDCOUNTRY>&country=<CMTLBLDATA_FLDCRDSTATE>


Geo IP Locator - Locates IP addresses on a map (Usually shows location of the ISP) This service requires a WebAddress in the Accounts>General/Address>Web field.

Parameters Values
Name Geo IP Locator
Base URL http://www.geoiptool.com/en/
URL Parameters ?IP=<CMTLBLDATA_FLDCRDURL1>

Finding Account Information

Google Company - Opens Google and searches for the Account Company Name.

Parameters Values
Name Google Company
Base URL http://www.google.com/search
URL Parameters ?q=<CMTLBLDATA_FLDCRDCOMPANY>


Google Contact - Opens Google and searches for the Contact Name.

Parameters Values
Name Google Contact
Base URL http://www.google.com/search
URL Parameters ?q=<CMTLBLDATA_FLDCRDCONTACT>


Validate Email - Runs silent queries to check if an email address exists.

Parameters Values
Name Validate Email
Base URL http://network-tools.com/default.asp
URL Parameters ?prog=validate&host=<CMTLBLDATA_FLDCRDEMAIL1>



Displaying Domain WHOIS

Network Solutions Domain WHOIS - WHOIS domain registration information by Network Solutions.

Note: Domain must be stripped from URL (without http://).

Contributed by DavidW

Parameters Values
Data Source Accounts
Name Domain WHOIS (NetworkSolutions)
Base URL http://www.networksolutions.com/whois-search/
URL Parameters <CMTLBLDATA_FLDCRDURL1>


Domain Tools Domain WHOIS - WHOIS domain registration information by Domain Tools.

Note: Domain must be stripped from URL (without http://).

Contributed by ajgyomber

Parameters Values
Data Source Accounts
Name Domain WHOIS (DomainTools)
Base URL http://whois.domaintools.com/
URL Parameters <CMTLBLDATA_FLDCRDURL1>


DNSstuff Domain WHOIS - WHOIS domain registration information by DNSstuff.

Note: Domain must be stripped from URL (without http://).

Parameters Values
Data Source Accounts
Name Domain WHOIS (DNSstuff)
Base URL http://www.dnsstuff.com/dnslite/?r=u2r&domain=
URL Parameters <CMTLBLDATA_FLDCRDURL1>


Simple Domain Lookup - Displays Country, State, and Domain Alias This service requires a WebAddress in the Accounts>General/Address>Web field.

Parameters Values
Data Source Accounts
Name Simple Domain Lookup
Base URL http://network-tools.com/default.asp
URL Parameters ?prog=lookup&host=<CMTLBLDATA_FLDCRDURL1>

Network Diagnostics

These tools are mostly accessable from the command line in any Linux system, but we thought that it'd be useful to be able to run these tests for your customers, all from the Online Services menu in RangerMSP.

Network Testing Tools

Ping - Performs an automatic ping to your customer web address from a remote server.
This service requires a WebAddress in the Accounts>General/Address>Web field.

Parameters Values
Name Ping
Base URL http://network-tools.com/default.asp
URL Parameters ?prog=ping&host=<CMTLBLDATA_FLDCRDURL1>



Trace Route - Performs an IP TraceRoute process to your customers website.
This service requires a WebAddress in the Accounts>General/Address>Web field.

Parameters Values
Name Trace Route
Base URL http://network-tools.com/default.asp
URL Parameters ?prog=trace&host=<CMTLBLDATA_FLDCRDURL1>



WebSite Up/Down? - Checks if your customer website is operational.
This service requires a WebAddress in the Accounts>General/Address>Web field.

Parameters Values
Name Trace Route
Base URL http://www.downforeveryoneorjustme.com/
URL Parameters <CMTLBLDATA_FLDCRDURL1>


DNS WWW & MailServer Record Retrieval

DNS Record Retrieval - Displays DNS routing & licensing information based on a domain.
This service requires a WebAddress in the Accounts>General/Address>Web field.

Parameters Values
Name DNS Record Retrieval
Base URL http://network-tools.com/default.asp
URL Parameters ?prog=dnsrec&host=<CMTLBLDATA_FLDCRDURL1>



DNS Test and Check - Displays Verbose Domain based Info
This service requires a WebAddress in the Accounts>General/Address>Web field.

Parameters Values
Name DNS Test and Check
Base URL http://www.dnssy.com/report.php
URL Parameters ?q==<CMTLBLDATA_FLDCRDURL1>



WebServer Info - Displays version & flavor info on your customer website.
This service requires a WebAddress in the Accounts>General/Address>Web field.

Parameters Values
Name WebServer Info
Base URL http://network-tools.com/default.asp
URL Parameters ?prog=httphead&host=<CMTLBLDATA_FLDCRDURL1>



Domain Express Sumary - shows simple location and alias info for an IP address.
This service requires a WebAddress in the Accounts>General/Address>Web field.

Parameters Values
Name Domain Express Summary
Base URL http://network-tools.com/default.asp
URL Parameters ?prog=express&host=<CMTLBLDATA_FLDCRDURL1>



Email IP Blacklist - Queries main spam monitoring servers to see if the IP has been blacklisted.
This service requires a WebAddress in the Accounts>General/Address>Web field.

Parameters Values
Name Email IP Blacklist
Base URL http://network-tools.com/default.asp
URL Parameters ?prog=sbl&host=<CMTLBLDATA_FLDCRDURL1>


Ticket Research

These Online Services et data from the internet, and show you the results from that process. these services need to be created for the Tickets screen.

Finding Ticket Description in Google

Google Ticket - Opens Google and searches for the Ticket description.

Parameters Values
Name Google Search for Ticket Description
Base URL http://www.google.com/search
URL Parameters ?q=<CMTLBLDATA_FLDTKTPROBLEM>


Advanced Ticket Reference

EventID.Net Reference - References an Windows Alert Event ID number.
This Service needs the Event Source copied into the ticket description field, and the Event ID number in Details > Cause

Parameters Values
Name EventID.Net Reference
Base URL http://www.eventid.net/display.asp
URL Parameters ?eventid=<CMTLBLDATA_FLDTKTCAUSE>&source=<CMTLBLDATA_FLDTKTPROBLEM>


TechNet Reference - References an error with Micorsoft Technet.
This Service searches TechNet for the ticket description.

Parameters Values
Name Technet Reference
Base URL http://social.technet.microsoft.com/Search/en-US
URL Parameters ?query=<CMTLBLDATA_FLDTKTPROBLEM>&ac=8

Finding Account Address From Ticket (using Lookup Field)

Google Address From Ticket - Opens Google and searches for the Address of the Account which is linked to the Ticket.

Parameters Values
Name Google Search for Ticket's Account Address
Base URL http://maps.google.com/maps
URL Parameters ?f=q&hl=en&q=<CMTLBLDATA_FLDTKTCARDID_FLDCRDADDRESS1>+<CMTLBLDATA_FLDTKTCARDID_FLDCRDCITY>+<CMTLBLDATA_FLDTKTCARDID_FLDCRDSTATE>+<CMTLBLDATA_FLDTKTCARDID_FLDCRDZIP>

Displaying Products Warranties Online

IBM/Lenovo Warranty Lookup - Displays IBM/Lenovo products warranty expiration dates, using the products Type Number (in Assets > Details > Field2) and Serial Number (in Assets > Details > Field5).

Parameters Values
Data Source Assets
Name IBM/Lenovo Warranty Lookup
Base URL http://www-307.ibm.com/pc/support/site.wss/warrantyLookup.do
URL Parameters ?type=<CMTLBLDATA_FLDASTUSER2>&serial=<CMTLBLDATA_FLDASTUSER5>&country=897&iws=off&sitestyle=Lenovo


HP Warranty Lookup - Displays HP products warranty expiration dates, using the products number and the products serial number.

Note: Product Number goes into Plate# field (<CMTLBLDATA_FLDASTUSER1>).

Contributed by Easy I.T

Parameters Values
Data Source Assets
Name HP Warranty Lookup
Base URL http://h20000.www2.hp.com/bizsupport/TechSupport/WarrantyResults.jsp?
URL Parameters lang=en&cc=us&prodSeriesId=454811&prodTypeId=12454&sn=<CMTLBLDATA_FLDASTSERIALNO>&pn=<CMTLBLDATA_FLDASTUSER1>&country=US&nickname=&find=Display+Warranty+Information+%C2%BB


DELL Service Contracts and Warranties - Displays Dell products warranty expiration dates, using the service tag number.

Note: Customize a Field for Service Tag or use existing field. In this sample we will use Field3 as custumized Service Tag Field

Contributed by JoshuaB

Parameters Values
Data Source Assets
Name Dell Warranty Check
Base URL http://support.dell.com/support/topics/global.aspx/support/my_systems_info/details
URL Parameters ?c=us&l=en&s=gen&servicetag=<CMTLBLDATA_FLDASTUSER3>

Displaying Online Work Orders Status

Work Orders Status Check - Track your orders statuses in onforce.com

Note: Set Field1 to order number or change the parameter (<CMTLBLDATA_FLDTKTUSER1>) to a different field.

Contributed by secion8

Parameters Values
Data Source Tickets
Name Work Orders Status (onforce.com)
Base URL http://www.onforce.com/?action=pcc_work_order_view&id=
URL Parameters <CMTLBLDATA_FLDTKTUSER1>


N-able™ N-central™

Show Account and Asset information directly in N-central.

Contributed by ajgyomber

Notes:

  1. You'll need to replace "server.n-able.com", "email@domain.com" and "your_actual_password" with your actual information.
  2. In addition to the integration described here, you can also automatically create Tickets out of incoming email alerts arriving from N-central. This is done using the RangerMSP Email Connector's Automated Emails which allow analyzing the incoming alert's subject to find the customer in the RangerMSP database. See more details in N-able™ N-central™ Integration Setup.
Parameters Values
Data Source Accounts
Name N-central Dashboard
Base URL https://server.n-able.com/deepLinkAction.do
URL Parameters ?method=defaultDashboard&username=email@domain.com&password=your_actual_password


Parameters Values
Data Source Assets
Name N-central Device Details
Base URL https://server.n-able.com/deepLinkAction.do
URL Parameters ?method=deviceDetails&username=email@domain.com&password=your_actual_password&customerID=<CMTLBLDATA_FLDASTACCRECID_FLDCRDCARDID3>&deviceID=<CMTLBLDATA_FLDASTUSER1>


Parameters Values
Data Source Assets
Name N-central Device Services
Base URL https://server.n-able.com/deepLinkAction.do
URL Parameters ?method=deviceService&username=email@domain.com&password=your_actual_password&customerID=<CMTLBLDATA_FLDASTACCRECID_FLDCRDCARDID3>&deviceID=<CMTLBLDATA_FLDASTUSER1>


Parameters Values
Data Source Assets
Name N-central Launch Remote Control
Base URL https://server.n-able.com/deepLinkAction.do
URL Parameters ?method=deviceRC&username=email@domain.com&password=your_actual_password&customerID=<CMTLBLDATA_FLDASTACCRECID_FLDCRDCARDID3>&deviceID=<CMTLBLDATA_FLDASTUSER1>


Parameters Values
Data Source Accounts
Name N-central NOC View
Base URL https://server.n-able.com/deepLinkAction.do
URL Parameters ?method=nocView&username=email@domain.com&password =your_actual_password

Parameters list

Parameters List for Accounts

Field Name Parameter Name to Use
Account Number <CMTLBLDATA_FLDCRDCARDID2>
Address: City <CMTLBLDATA_FLDCRDCITY>
Address: Country <CMTLBLDATA_FLDCRDCOUNTRY>
Address: Line1 <CMTLBLDATA_FLDCRDADDRESS1>
Address: Line2 <CMTLBLDATA_FLDCRDADDRESS2>
Address: Line3 <CMTLBLDATA_FLDCRDADDRESS3>
Address: State <CMTLBLDATA_FLDCRDSTATE>
Address: ZIP Code <CMTLBLDATA_FLDCRDZIP>
Assistant <CMTLBLDATA_FLDCRDASSISTANT>
Birthday <CMTLBLDATA_FLDCRDBIRTHDAY>
Company name <CMTLBLDATA_FLDCRDCOMPANY>
Contact: First & Last Name <CMTLBLDATA_FLDCRDCONTACT>
Dear <CMTLBLDATA_FLDCRDDEAR>
Department <CMTLBLDATA_FLDCRDDEPARTMENT>
E-Mail Address 1 <CMTLBLDATA_FLDCRDEMAIL1>
E-Mail Address 2 <CMTLBLDATA_FLDCRDEMAIL2>
Fax Number <CMTLBLDATA_FLDCRDFAX1>
Fax Number Extention <CMTLBLDATA_FLDCRDFAXDESC1>
Field <CMTLBLDATA_FLDCRDPERSONID>
Field1 <CMTLBLDATA_FLDCRDUSER2>
Field2 <CMTLBLDATA_FLDCRDUSER3>
Field3 <CMTLBLDATA_FLDCRDUSER4>
Field4 <CMTLBLDATA_FLDCRDUSER5>
Field5 <CMTLBLDATA_FLDCRDCOMPANYNO>
Field6 <CMTLBLDATA_FLDCRDUSER1>
File as <CMTLBLDATA_FLDCRDFULLNAME>
ID <CMTLBLDATA_FLDCRDCARDID3>
Last Name <CMTLBLDATA_FLDCRDLASTNAME>
Phone 1 <CMTLBLDATA_FLDCRDPHONE1>
Phone 1 Ext. <CMTLBLDATA_FLDCRDPHNDESC1>
Phone 2 <CMTLBLDATA_FLDCRDPHONE2>
Phone 2 Ext. <CMTLBLDATA_FLDCRDPHNDESC2>
Phone 3 <CMTLBLDATA_FLDCRDPHONE3>
Phone 3 Ext. <CMTLBLDATA_FLDCRDPHNDESC3>
Phone 4 <CMTLBLDATA_FLDCRDPHONE4>
Phone 4 Ext. <CMTLBLDATA_FLDCRDPHNDESC4>
Popup Message <CMTLBLDATA_FLDCRDCARDMESSAGE>
Region <CMTLBLDATA_FLDCRDREGIONCODE>
Salutation <CMTLBLDATA_FLDCRDSUFFIX>
Status <CMTLBLDATA_FLDCRDACCOUNTSTATUS>
Sub-Contact Code <CMTLBLDATA_FLDCRDSUBCODE>
Title <CMTLBLDATA_FLDCRDTITLE>
Type <CMTLBLDATA_FLDCRDKIND>
Web Address 1 <CMTLBLDATA_FLDCRDURL1>
Web Address 2 <CMTLBLDATA_FLDCRDURL2>

Parameters list for Assets

Field Name Parameter Name to Use
Account (Lookup field) <CMTLBLDATA_FLDASTACCRECID>
Asset Code <CMTLBLDATA_FLDASTASSETCODE>
Asset Type <CMTLBLDATA_FLDASTASSETTYPE>
Contact (Lookup field) <CMTLBLDATA_FLDASTCONTACTRECID>
Create Date <CMTLBLDATA_FLDASTCREATEDATE>
Created by user <CMTLBLDATA_FLDASTCREATEUSER_FLDWRKNICKNAME>
Purchase Date <CMTLBLDATA_FLDASTCUSTPURDATE>
Purchased From Us <CMTLBLDATA_FLDASTCUSTPURFROMUS>
Purchase Our Invoice # <CMTLBLDATA_FLDASTCUSTPUROURINV>
Customer PO <CMTLBLDATA_FLDASTCUSTPURPO>
Purchase Price <CMTLBLDATA_FLDASTCUSTPURPRICE>
Delivered Date <CMTLBLDATA_FLDASTDELIVEDATE>
Description <CMTLBLDATA_FLDASTDESC>
Installed By <CMTLBLDATA_FLDASTINSTALBY_FLDWRKNICKNAME>
Installed Date <CMTLBLDATA_FLDASTINSTALDATE>
License Codes <CMTLBLDATA_FLDASTLICENSECODE>
License Keys <CMTLBLDATA_FLDASTLICENSEKEYS>
License Notes <CMTLBLDATA_FLDASTLICENSENOTES>
Location <CMTLBLDATA_FLDASTLOCATION>
Manufacturer <CMTLBLDATA_FLDASTMANUFACTURER>
Manufacturer Serial No. <CMTLBLDATA_FLDASTMNFSERIALNO>
Model <CMTLBLDATA_FLDASTMODEL>
Asset Name <CMTLBLDATA_FLDASTNAME>
Notes <CMTLBLDATA_FLDASTNOTES>
PARENTASSETRECID <CMTLBLDATA_FLDASTPARENTRECID>
Quantity <CMTLBLDATA_FLDASTQUANTITY>
Record ID <CMTLBLDATA_FLDASTRECID>
Serial No. <CMTLBLDATA_FLDASTSERIALNO>
Status <CMTLBLDATA_FLDCRDPHONE3>
Last Update date <CMTLBLDATA_FLDASTUPDATEDATE>
Last Update By <CMTLBLDATA_FLDASTUPDATEUSER_FLDWRKNICKNAME>
Field1 <CMTLBLDATA_FLDASTUSER1>
Field2 <CMTLBLDATA_FLDASTUSER2>
Field3 <CMTLBLDATA_FLDASTUSER3>
Field4 <CMTLBLDATA_FLDASTUSER4>
Field5 <CMTLBLDATA_FLDASTUSER5>
Date1 <CMTLBLDATA_FLDASTUSERDATE1>
Number1 <CMTLBLDATA_FLDASTUSERNUMBER1>
Vendor Purchased Date <CMTLBLDATA_FLDASTVENDORDATEPURC>
Vendor Invoice # <CMTLBLDATA_FLDASTVENDORINVNO>
Vendor Name <CMTLBLDATA_FLDASTVENDORNAME>
Vendor PO <CMTLBLDATA_FLDASTVENDOROURPO>
Vendor Price <CMTLBLDATA_FLDASTVENDORPRICE>
Vendor <CMTLBLDATA_FLDASTVENDORRECID>
Vendor Serial No. <CMTLBLDATA_FLDASTVENDORSERNO>
Vendor Warranty Exp. Date <CMTLBLDATA_FLDASTVENDORWARREXP>
Version <CMTLBLDATA_FLDASTVERSION>
Warranty/License Exp. Date <CMTLBLDATA_FLDASTWARREXPDATE>FLDASTWARREXPDATE

Parameters list for Contracts

Field Name Parameter Name to Use
Account (Lookup field) <CMTLBLDATA_FLDBCTACCRECID>
Block - Used <CMTLBLDATA_FLDBCTAMOUNTUSED>
Code <CMTLBLDATA_FLDBCTCODE>
Contract Type Type <CMTLBLDATA_FLDBCTCONTRACTTYPE>
Create Date <CMTLBLDATA_FLDBCTCREATEDATE>
Created by user <CMTLBLDATA_FLDBCTCREATEUSER_FLDWRKNICKNAME>
Default Item Expense (Lookup field) <CMTLBLDATA_FLDBCTDEFITMEXPNS>
Default Item Labor (Lookup field) <CMTLBLDATA_FLDBCTDEFITMLABOR>
Default Item Part (Lookup field) <CMTLBLDATA_FLDBCTDEFITMPART>
Description <CMTLBLDATA_FLDBCTDESCEXTERNAL>
Internal Description <CMTLBLDATA_FLDBCTDESCINTERNAL>
End Date <CMTLBLDATA_FLDBCTENDDATE>
Name <CMTLBLDATA_FLDBCTNAME>
Note <CMTLBLDATA_FLDBCTNOTE>
Record ID <CMTLBLDATA_FLDBCTRECID>
Start Date <CMTLBLDATA_FLDBCTSTARTDATE>
Status <CMTLBLDATA_FLDBCTSTATUS>
Last Update date <CMTLBLDATA_FLDBCTUPDATEDATE>
Last Updated by User <CMTLBLDATA_FLDBCTUPDATEUSER_FLDWRKNICKNAME>
Field 1 <CMTLBLDATA_FLDBCTUSER1>
Field 2 <CMTLBLDATA_FLDBCTUSER2>
Field 3 <CMTLBLDATA_FLDBCTUSER3>

Parameters list for Items

Field Name Parameter Name to Use
Currency <CMTLBLDATA_FLDITMCOINID>
Created by User <CMTLBLDATA_FLDITMCREATEUSER_FLDWRKNICKNAME>
Description <CMTLBLDATA_FLDITMDESC>
Expense Type <CMTLBLDATA_FLDITMEXPITEMTYPE>
Labor Type <CMTLBLDATA_FLDITMFEEITEMTYPE>
Item Code <CMTLBLDATA_FLDITMITEMNO>
Group <CMTLBLDATA_FLDITMITEMTYPEGROUP>
Name <CMTLBLDATA_FLDITMNAME>
Notes <CMTLBLDATA_FLDITMNOTES>
Price Source <CMTLBLDATA_FLDITMPRICESOURCE>
Product/Part Type <CMTLBLDATA_FLDITMPRODITEMTYPE>
Record Id <CMTLBLDATA_FLDITMRECID>
Cost <CMTLBLDATA_FLDITMSTANDARDCOST>
Suspend <CMTLBLDATA_FLDITMSUSPENDED>
Price <CMTLBLDATA_FLDITMUNITPRICE>
Update Date <CMTLBLDATA_FLDITMUPDATEDATE>
Update User <CMTLBLDATA_FLDITMUPDATEUSER_FLDWRKNICKNAME>
Field1 <CMTLBLDATA_FLDITMUSER1>

Parameters list for Opportunities

Field Name Parameter Name to Use
Amount <CMTLBLDATA_FLDOPPAMOUNT>
Amount by Probability <CMTLBLDATA_FLDOPPCALCAMOUNT>
Account (Lookup field) <CMTLBLDATA_FLDOPPCARDID>
Closing amnt <CMTLBLDATA_FLDOPPCLOSEAMOUNT>
Close <CMTLBLDATA_FLDOPPCLOSEDATE>
Currency <CMTLBLDATA_FLDOPPCOINID>
Contact (Lookup field) <CMTLBLDATA_FLDOPPCONTACTID>
Creation Date <CMTLBLDATA_FLDOPPCREATEDATE>
Created by User <CMTLBLDATA_FLDOPPCREATEUSER_FLDWRKNICKNAME>
Description <CMTLBLDATA_FLDOPPDESCRIPTION>
Close By <CMTLBLDATA_FLDOPPESTDATE>
Oppty Type <CMTLBLDATA_FLDOPPKIND>
Opportunity <CMTLBLDATA_FLDOPPNAME>
Note <CMTLBLDATA_FLDOPPNOTES>
Open <CMTLBLDATA_FLDOPPOPENDATE>
Probability % <CMTLBLDATA_FLDOPPPROBABILITY>
Reason <CMTLBLDATA_FLDOPPREASON>
Record ID <CMTLBLDATA_FLDOPPRECID>
Record type <CMTLBLDATA_FLDOPPRECKIND>
Territory <CMTLBLDATA_FLDOPPREGION>
Source <CMTLBLDATA_FLDOPPSOURCE>
Stage <CMTLBLDATA_FLDOPPSTAGE>
Status <CMTLBLDATA_FLDOPPSTATUS>
Last Update Date <CMTLBLDATA_FLDOPPUPDATEDATE>
Last Update: By User <CMTLBLDATA_FLDOPPUPDATEUSER_FLDWRKNICKNAME>
Field1 <CMTLBLDATA_FLDOPPUSER1>
Field2 <CMTLBLDATA_FLDOPPUSER2>
Field3 <CMTLBLDATA_FLDOPPUSER3>
Opportunity ID <CMTLBLDATA_FLDOPPUSERID>
Manager <CMTLBLDATA_FLDOPPWORKERID_FLDWRKNICKNAME>

Parameters list for Tickets

Field Name Parameter Name to Use
Asset (Lookup field) <CMTLBLDATA_FLDTKTASSETRECID>
Contract (Lookup field) <CMTLBLDATA_FLDTKTBCRECID>
Account (Lookup field) <CMTLBLDATA_FLDTKTCARDID>
Category <CMTLBLDATA_FLDTKTCATEGORY>
Cause <CMTLBLDATA_FLDTKTCAUSE>
Close Date <CMTLBLDATA_FLDTKTCLOSEDATETIME>
Contact (Lookup field) <CMTLBLDATA_FLDTKTCONTACTID>
Creation: Date <CMTLBLDATA_FLDTKTCREATEDATE>
Created by user <CMTLBLDATA_FLDTKTCREATEUSER_FLDWRKNICKNAME>
Due Date <CMTLBLDATA_FLDTKTDUEDATETIME>
Ticket Type <CMTLBLDATA_FLDTKTKIND>
Notes <CMTLBLDATA_FLDTKTNOTES>CMTLBLDATA
Open Date <CMTLBLDATA_FLDTKTOPENDATETIME>
Priority <CMTLBLDATA_FLDTKTPRIORITY>
Description <CMTLBLDATA_FLDTKTPROBLEM>
Record ID <CMTLBLDATA_FLDTKTRECID>
Account's Region Code <CMTLBLDATA_FLDTKTREGIONCODE>
Estimated Duration Needed <CMTLBLDATA_FLDTKTSCHEDLENESTIM>
Resolution Description <CMTLBLDATA_FLDTKTSOLUTION>
Source <CMTLBLDATA_FLDTKTSOURCE>
Status <CMTLBLDATA_FLDTKTSTATUS>
Status: Ext. <CMTLBLDATA_FLDTKTSTATUSNOTE>
Ticket Number <CMTLBLDATA_FLDTKTTICKETNO>
Last Update Date <CMTLBLDATA_FLDTKTUPDATEDATE>
Last Updated by User <CMTLBLDATA_FLDTKTUPDATEUSER_FLDWRKNICKNAME>
Field1 <CMTLBLDATA_FLDTKTUSER1>
Field2 <CMTLBLDATA_FLDTKTUSER2>
Field3 <CMTLBLDATA_FLDTKTUSER3>
Manager <CMTLBLDATA_FLDTKTWORKERID_FLDWRKNICKNAME>

Parameters list for Knowledge Base Articles

Field Name Parameter Name to Use
Category <CMTLBLDATA_FLDKBACATEGORY>
Create Date <CMTLBLDATA_FLDKBACREATEDATE>
Created by user <CMTLBLDATA_FLDKBACREATEUSER_FLDWRKNICKNAME>
Public <CMTLBLDATA_FLDKBAISPUBLIC>
Problem <CMTLBLDATA_FLDKBAPROBLEM>
Record ID <CMTLBLDATA_FLDKBARECID>
Solution <CMTLBLDATA_FLDKBASOLUTION>
Status <CMTLBLDATA_FLDKBASTATUS>
Title <CMTLBLDATA_FLDKBATITLE>
Last Update date <CMTLBLDATA_FLDKBAUPDATEDATE>
Last Update By <CMTLBLDATA_FLDKBAUPDATEUSER_FLDWRKNICKNAME>

Lookup Fields

  • Lookup Fields can be used in order to pass parameters from an entity which is linked to the entity you are currently using. For example, you can create an Online Service for a Ticket, and pass the address of the account which is linked to the ticket.
    This way you can define an Online Service for the Account, which will be activated from the Ticket window.
    Lookup Field syntax:

    <CMTLBLDATA_FLDTKTCARDID_FLDCRDADDRESS1>

    Where:

CMTLBLDATA_FLDTKTCARDID is the pointer to the linked account
FLDCRDADDRESS1 is the account's Address field

See Also

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