Main Page: Difference between revisions

From RangerMSP Wiki - PSA software for MSPs and IT services providers
Jump to navigation Jump to search
 
(57 intermediate revisions by 4 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:120%;">CommitCRM 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/free-trial/ 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/products/why-commitcrm/ Why CommitCRM?]
* [http://{{SERVERNAME}}/products/reasons-why/ Why RangerMSP?]
* [http://www.commitcrm.com/about-us/ About Commit]
* [http://{{SERVERNAME}}/about-us/ About us]
|}
|}
<!--        4HEADLINES        -->
<!--        4HEADLINES        -->
{{Col}}
{{Col}}
<br>
<br>
=New to CommitCRM?=
=New to RangerMSP?=


*[[Introduction|Introduction to CommitCRM]]
*[[Introduction|Introduction to RangerMSP]]
*[[Getting Started|Getting Started]] ([http://www.commitcrm.com/videos/commit_crm_getting_started_tutorial_video.htm Watch Video])
*[[Getting Started|Getting Started]]  
*[[#Setup & Installation|Setup & Installation]]  ([[Videos#Installation Guides|Watch Videos]])
*[[#Setup & Installation|Setup & Installation]]   
*[[Videos|All Videos]]
*[[FAQ]]
*[[FAQ]]


Line 29: Line 28:


=Documentation=
=Documentation=
*[[#Getting Started|Getting Started]] ([http://www.commitcrm.com/videos/commit_crm_getting_started_tutorial_video.htm Watch Video])
*[[#Getting Started|Getting Started]]  
*[[#Setup & Installation|Setup & Installation]] ([[Videos#Installation Guides|Watch Videos]])
*[[#Setup & Installation|Setup & Installation]]  
*[[#Videos|All 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]] ([[Videos#Contracts & Billing|Watch Videos]])
*[[#Billing|Billing]]  
*[[#Import and Export|Import and Export]]
*[[#Import and Export|Import and Export]]
*[[#Customization|Customization]]
*[[#Customization|Customization]]
Line 42: 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/support/version-update/ New CommitCRM 7.0 Release!]
*[http://{{SERVERNAME}}/support/version-update/ New RangerMSP 30 Release!]
*[http://www.commitcrm.com/forum/showthread.php?t=1208 Running an IT Services Business Forum ]
*[http://{{SERVERNAME}}/forum/showthread.php?t=1208 Running an IT Services Business Forum ]
*[http://www.commitcrm.com/forum/showthread.php?t=1037 The IT Toolbox – Community Based Resources for IT Professionals]
*[http://{{SERVERNAME}}/forum/showthread.php?t=1037 The IT Toolbox – Community Based Resources for IT Professionals]
<br><br><br><br><br>
<br><br><br><br><br>


=Recent KB Articles=
=Recent KB Articles=
*[[KB:_Keeping_Your_Customers_In_Touch_With_You|Keeping Your Customers In Touch With You]]
*[[KB:_Keeping_Your_Customers_In_Touch_With_You|Keeping Your Customers In Touch With You]]
*[[KB:_Integrating_CommitCRM_Wiki_Search_Into_Your_Browser|Integrating CommitCRM WIki Search Into Your Browser]]
*[[KB:_Integrating_Wiki_Search_Into_Your_Browser|Integrating WIki Search Into Your Browser]]
*[[KB:_Web_Interface_Free_Text_Fields|Web Interface Free Text Fields]]
*[[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:_How_To_Rename_Fields|How To Rename Fields]]
*[[KB:_Setting_up_CommitCRM_with_Terminal_Services|Setting Up CommitCRM with Terminal Services]]
*[[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]]
*[[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}}
Line 64: Line 62:
==[[Getting_Started|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]]
*[[Videos#Installation Guides|Installation Videos]]
*[http://www.commitcrm.com/videos/commit_crm_getting_started_tutorial_video.htm Getting Started Tutorial Video]</font>
<br>
<br>


==[[Setup|Setup & Installation]]==
==[[Setup|Setup & Installation]]==
'''Client'''
'''Client'''
*[[CommitCRM Installation|Installing CommitCRM]]
*[[Software Installation|Software Installation]]
*[[Videos#Installation Guides|Installation Videos]]
*[[Accounts | Account Setup]]
*[[Accounts | Account Setup]]
*[[Employees | Employee Setup]]
*[[Employees | Employee Setup]]
*[[Privileges | Privileges Setup]]
*[[Privileges | Privileges Setup]]
*[[Import and Export]]
*[[Import and Export]]
*[[QuickBooks Link|CommitCRM-QuickBooks Link]]
*[[QuickBooks Link|RangerMSP-QuickBooks Link]]
*[[Commit-Outlook Sync|CommitCRM-Outlook Sync]]
*[[Outlook Sync|RangerMSP-Outlook Sync]]
*[[QuoteWerks_Link|CommitCRM-QuoteWerks Link]]
*[[QuoteWerks_Link|RangerMSP-QuoteWerks Link]]
*[[Xero_Link|RangerMSP-Xero Link]]


'''Server'''
'''Server'''
*[[CommitCRM Installation|Installing CommitCRM]]
*[[Software Installation|Software Installation]]
*[[Web Interface|CommitCRM Web Interface]] ([http://www.commitcrm.com/videos/web_interface_installation_video.htm Watch Video])
*[[Web Interface|RangerMSP Web Interface]]  
*[[Email Connector|CommitCRM Email Connector Setup]] ([http://www.commitcrm.com/videos/email_connector_setup_video.htm Watch Video]), [[Ticket_Management#Email_Distribution_via_Commit_Email_Connector|Email Threading via CommitCRM Email Connector]]
*[[Email Connector|RangerMSP Email Connector Setup]] , [[Ticket_Management#Email_Distribution_via_Email_Connector|Email Threading via RangerMSP Email Connector]]
*[[Alerts Server|CommitCRM Alerts Server]] ([http://www.commitcrm.com/videos/commit_alert_server_setup_video.htm Watch Video])
*[[Alerts Server|RangerMSP Alerts Server]]  
*[[Report Scheduler|RangerMSP Report Scheduler]]
*[[MSP_Integration_Setup|RMM/MSP Systems Integration]]
*[[MSP_Integration_Setup|RMM/MSP Systems Integration]]
*[[GFI_MAX_Link|GFI MAX Link Setup Guide]]
*[[GFI_MAX_Link|GFI MAX Link Setup Guide]]
*[[Zenith_Link|Zenith Link Setup Guide]]
*[[Continuum_Link|Continuum Link Setup Guide]]
*[[Commit SQL Database Installation Guide | CommitCRM SQL Database (CSD) Installation Guide (for registered CSD users)]]
*[[SQL Database Installation Guide | SQL Database for RangerMSP Installation Guide (for registered users)]]
*[[Commit SQL Database for Trial Users|CommitCRM SQL Database for Trial Users]]
*[[SQL Database for Trial Users|SQL Database for Trial Users]]
 


'''Upgrades'''
*[http://www.commitcrm.com/videos/commitcrm_upgrades_video.htm Upgrading CommitCRM Video]
<br>
<br>


==[[Videos|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/email_connector_setup_video.htm Email Connector Installation]
*[http://www.commitcrm.com/videos/commit_alert_server_setup_video.htm Alerts Server Installation]
*[[Videos#Ticket_Management|Ticket Management Videos]]
*[[Videos# Contracts & Billing|Billing Videos]]
*'''[[Videos|To All Videos!]]'''
<br>


==[[Work_Flows|Work Flows]]==
==[[Work_Flows|Work Flows]]==
*[[Tickets|Ticket Lifecycle]] ([[Videos#Ticket Management|Watch Videos]])
*[[Tickets|Ticket Lifecycle]]  
*[[Ticket Management]] ([[Videos#Ticket Management|Watch Videos]])
*[[Ticket Management]]  
*[[Billing Lifecycle]] ([[Videos#Contracts & Billing|Watch Videos]])
*[[Billing Lifecycle]]  
*[[Project Management]]
*[[Project Management]]
*[[Recurring Contracts]] ([http://www.commitcrm.com/videos/commit_contracts_batch_copy_wizard_video.htm Watch Video])
*[[Recurring Contracts]]  
*[[SLA|Service Level Agreements (SLA)]]
*[[SLA|Service Level Agreements (SLA)]]
*[[Over-used Hours]]
*[[Over-used Hours]]
Line 121: Line 108:
*[[Barcodes and Assets]]
*[[Barcodes and Assets]]
*[[Sales|Sales Management]]
*[[Sales|Sales Management]]
*[[Activity Templates]] ([http://www.commitcrm.com/videos/commit_activity_templates_video.htm Watch Video])
*[[Activity Templates]]  
*[[Managing Quotes]]
*[[Managing Quotes]]
*[[Filters|Searching with Filters]]
<br>
<br>


==[[User_Manuals|User Manuals]]==
==[[User_Manuals|User Manuals]]==
*[[Billing]] ([[Videos#Contracts & Billing|Watch Videos]])
*[[Billing]]  
*[[Assets]]
*[[Assets]]
*[[Sales]]
*[[Sales]]
*[[Accounts]]
*[[Accounts]]
*[[Ticket Management]] ([[Videos#Ticket Management|Watch Videos]])
*[[Ticket Management]]  
*[[Quotes]]
*[[Quotes]]
*[[SLA|Service Level Agreements (SLA)]]
*[[SLA|Service Level Agreements (SLA)]]
*[[Password Manager]]
*[[Knowledge Base]]
*[[Knowledge Base]]
*[[Activity Templates]] ([http://www.commitcrm.com/videos/commit_activity_templates_video.htm Watch Video])
*[[Activity Templates]]  
*[[Email Templates]]
*[[Email Templates]]
*[[Documents]]
*[[Documents]]
*[[Filters|Using Filters]]
*[[Statistics Board]]
*[[Statistics Board]]
*[[Web Interface|CommitCRM Web Interface]] ([http://www.commitcrm.com/videos/employee_web_interface_tutorial_video.htm Overview Video], [http://www.commitcrm.com/videos/web_interface_installation_video.htm Installation Video])
*[[Web Interface|RangerMSP Web Interface]]  
*[[Generating_Reports_User_Guide|Generating Reports]]
*[[Generating_Reports_User_Guide|Generating Reports]]
*[[Report_Designer_User_Guide|Report Designer]] ([http://www.commitcrm.com/videos/commit_report_designer_tutorial_video.htm Watch Video])
*[[Report_Designer_User_Guide|Report Designer]]  
*[[To-do Lists]]
 
'''Integration'''
'''Integration'''
*[[QuickBooks Link|CommitCRM-QuickBooks Link]]
*[[QuickBooks Link|RangerMSP-QuickBooks Link]]
*[[Commit-Outlook Sync|CommitCRM-Outlook Sync]]
*[[Xero_Link|RangerMSP-Xero Link]]
*[[Email Connector|CommitCRM Email Connector]] ([http://www.commitcrm.com/videos/email_connector_setup_video.htm Installation Video])
*[[Outlook Sync|RangerMSP-Outlook Sync]]
*[[Alerts Server|CommitCRM Alerts Server]] ([http://www.commitcrm.com/videos/commit_alert_server_setup_video.htm Installation Video])
*[[Office_365_Sync|Office 365 Calendar Sync for RangerMSP]]
*[[QuoteWerks_Link|CommitCRM-QuoteWerks Link]]
*[[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]]
*[[MSP_Integration_Setup|MSP Systems Integration]]
*[[Commit API Developers Guide|CommitCRM API Developers Guide]]
*[[API Developers Guide|API Developers Guide]]


*'''[[Videos|All Video Tutorials]]'''
<br>
<br>


Line 161: Line 155:
*[[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|CommitCRM-Outlook Sync]]
*[[Outlook Sync|RangerMSP-Outlook Sync]]
*[[Sales|Sales Management]]
*[[Sales|Sales Management]]
*[[Quotes]]
*[[Quotes]]
*[[Statistics Board]]
*[[Statistics Board]]
*[[Filters|Searching with Filters]]
*[[Reports|Reports]]
*[[Reports|Reports]]
<br>
<br>


==[[Service_Management|Service Management]]==
==[[Service_Management|Service Management]]==
*[[Ticket Management]] ([[Videos#Ticket_Management|Watch Videos]])
*[[Ticket Management]]  
*[[Tickets|Ticket Lifecycle]] ([[Videos#Ticket_Management|Watch Videos]])
*[[Tickets|Ticket Lifecycle]]
*[[Tickets#Dispatch the Ticket|Dispatcher]] ([http://www.commitcrm.com/videos/commit_crm_getting_started_tutorial_video.htm Watch Video])
*[[Tickets#Dispatch the Ticket|Dispatcher]]
*[[Assets]]
*[[Assets]]
*[[Managing Quotes]]
*[[Managing Quotes]]
*[[Activity Templates]] ([http://www.commitcrm.com/videos/commit_activity_templates_video.htm Watch Video])
*[[Activity Templates]]  
*[[Email Templates]]
*[[Email Templates]]
*[[Knowledge Base]]
*[[Knowledge Base]]
*[[Billing]] ([[Videos#Contracts & Billing|Watch Videos]])
*[[Billing]]  
<br>
<br>


==[[Billing_Topics|Billing]]==
==[[Billing_Topics|Billing]]==
*[[Videos#Contracts_&_Billing|Billing Videos]]
*[[Billing|Billing User Guide]]
*[[Billing|Billing User Guide]]
*[[Items]]
*[[Items]]
*[[Charges]]
*[[Charges]]
*[[Charges#Using_the_Timer_to_Add_Charges|Timer]]
*[[Charges#Using_the_Timer_to_Add_Charges|Timer]]
*[[Charges#Tracking_Time_Spent|Time Tracking]]
*[[Contracts]]
*[[Contracts]]
*[[Custom Pricing]]
*[[Custom Pricing]]
Line 194: Line 189:
*[[Recurring Contracts]]
*[[Recurring Contracts]]
*[[Charges#Charging Using Taxes|Taxes]]
*[[Charges#Charging Using Taxes|Taxes]]
*[[QuickBooks Link|CommitCRM-QuickBooks Link]]
*[[QuickBooks Link|RangerMSP-QuickBooks Link]]
*[[Charges#Using CommitCRM Charge Reports|Reports]]
*[[Xero_Link|RangerMSP-Xero Link]]
*[[Charges#Using RangerMSP Charge Reports|Reports]]
<br>
<br>


==[[Import_and_Export|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|Import from Outlook (CommitCRM-Outlook Sync)]]
*[[Syncing Accounts with Outlook|Import from Outlook (RangerMSP-Outlook Sync)]]
*[[Import and Export FAQ]]
*[[Import and Export FAQ]]
*[[Import_and_Export_FAQ#Can_I_export_data_from_CommitCRM.3F|Export Data]]
*[[Import_and_Export_FAQ#Can_I_export_data_from_RangerMSP.3F|Export Data]]
*[[Community_Sharing_Center|Community Sharing Center]]
*[[Community_Sharing_Center|Community Sharing Center]]
<br>
<br>
Line 213: Line 214:
==[[Customization|Customization]]==
==[[Customization|Customization]]==
*[[Field Customization]]
*[[Field Customization]]
*[[Report Customization]] ([http://www.commitcrm.com/videos/commit_report_designer_tutorial_video.htm Watch Video])
*[[Report Customization]]  
*[[Activity Templates]] ([http://www.commitcrm.com/videos/commit_activity_templates_video.htm Watch Video])
*[[Activity Templates]]
*[[Email Templates]]
*[[Email Templates]]
*[[Commit API Developers Guide|CommitCRM API Developers Guide]]
*[[Filters]]
*[[API Developers Guide|RangerMSP API Developers Guide]]
*[[Customization FAQ]]
*[[Customization FAQ]]
<br>
<br>
Line 228: Line 230:


==[[Integration|Integration]]==
==[[Integration|Integration]]==
*[[QuickBooks Link|CommitCRM-QuickBooks Link]]
*[[QuickBooks Link|RangerMSP-QuickBooks Link]]
*[[Commit-Outlook Sync|CommitCRM-Outlook Sync]]
*[[Xero_Link|RangerMSP-Xero Link]]
*[[Commit Online Services|CommitCRM Online Services]]
*[[Outlook Sync|RangerMSP-Outlook Sync]]
*[[Commit API Developers Guide|CommitCRM API Developers Guide]]
*[[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|API by Email]]
*[[API by Email and MSP Integration|Automated Emails]]
*[[API by Email and MSP Integration|Automated Emails]]
*[[QuoteWerks_Link|CommitCRM-QuoteWerks Link]]
*[[QuoteWerks_Link|RangerMSP-QuoteWerks Link]]
*[[Zenith_Link|CommitCRM-Zenith Link]]
*[[Continuum_Link|RangerMSP-Continuum Link]]
*[[GFI_MAX_Link|CommitCRM-GFI MAX 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#LabTech.E2.84.A2|LabTech™]], [[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™]])
*[[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]]

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"