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{| 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 | <!-- "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 | <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%;"> | <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:// | * [http://{{SERVERNAME}}/free-trial/free-trial-download/ Download RangerMSP] | ||
* [http:// | * [http://{{SERVERNAME}}/forum/ Forums] | ||
* [http:// | * [http://{{SERVERNAME}}/products/reasons-why/ Why RangerMSP?] | ||
* [http:// | * [http://{{SERVERNAME}}/about-us/ About us] | ||
|} | |} | ||
<!-- 4HEADLINES --> | <!-- 4HEADLINES --> | ||
{{Col}} | {{Col}} | ||
<br> | <br> | ||
=New to | =New to RangerMSP?= | ||
*[[Introduction|Introduction to | *[[Introduction|Introduction to RangerMSP]] | ||
*[[Getting Started|Getting Started]] | *[[Getting Started|Getting Started]] | ||
*[[#Setup & Installation|Setup & Installation]] | *[[#Setup & Installation|Setup & Installation]] | ||
*[[FAQ]] | *[[FAQ]] | ||
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=Documentation= | =Documentation= | ||
*[[#Getting Started|Getting Started]] | *[[#Getting Started|Getting Started]] | ||
*[[#Setup & Installation|Setup & Installation | *[[#Setup & Installation|Setup & Installation]] | ||
*[[#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]] | ||
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*[[#Integration|Integration]] | *[[#Integration|Integration]] | ||
*[[#FAQ|FAQ]] | *[[#FAQ|FAQ]] | ||
*[[:Category:KB| | *[[:Category:KB|RangerMSP KB Articles]] | ||
{{Break}} | {{Break}} | ||
=Popular Forum Threads= | =Popular Forum Threads= | ||
*[http:// | *[http://{{SERVERNAME}}/support/version-update/ New RangerMSP 30 Release!] | ||
*[http:// | *[http://{{SERVERNAME}}/forum/showthread.php?t=1208 Running an IT Services Business Forum ] | ||
*[http:// | *[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> | ||
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*[[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_Wiki_Search_Into_Your_Browser|Integrating WIki Search Into Your Browser]] | *[[KB:_Integrating_Wiki_Search_Into_Your_Browser|Integrating WIki Search Into Your Browser]] | ||
*[[KB: | *[[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_the_software_with_Terminal_Services|Setting Up the Software with Terminal Services]] | *[[KB:_Setting_up_the_software_with_Terminal_Services|Setting Up the Software with Terminal Services]] | ||
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==[[Getting_Started|Getting Started]]== | ==[[Getting_Started|Getting Started]]== | ||
<font size=2> | <font size=2> | ||
*[[Introduction|Introduction to | *[[Introduction|Introduction to RangerMSP]] | ||
*[[Software Installation|Software Installation]] | *[[Software Installation|Software Installation]] | ||
<br> | <br> | ||
==[[Setup|Setup & Installation]]== | ==[[Setup|Setup & Installation]]== | ||
'''Client''' | '''Client''' | ||
*[[Software Installation| | *[[Software Installation|Software Installation]] | ||
*[[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| | *[[QuickBooks Link|RangerMSP-QuickBooks Link]] | ||
*[[Outlook Sync| | *[[Outlook Sync|RangerMSP-Outlook Sync]] | ||
*[[QuoteWerks_Link| | *[[QuoteWerks_Link|RangerMSP-QuoteWerks Link]] | ||
*[[Xero_Link| | *[[Xero_Link|RangerMSP-Xero Link]] | ||
'''Server''' | '''Server''' | ||
*[[Software Installation| | *[[Software Installation|Software Installation]] | ||
*[[Web Interface| | *[[Web Interface|RangerMSP Web Interface]] | ||
*[[Email Connector| | *[[Email Connector|RangerMSP Email Connector Setup]] , [[Ticket_Management#Email_Distribution_via_Email_Connector|Email Threading via RangerMSP Email Connector]] | ||
*[[Alerts Server| | *[[Alerts Server|RangerMSP Alerts Server]] | ||
*[[Report Scheduler| | *[[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]] | ||
*[[Continuum_Link|Continuum Link Setup Guide]] | *[[Continuum_Link|Continuum Link Setup Guide]] | ||
*[[SQL Database Installation Guide | SQL Database for | *[[SQL Database Installation Guide | SQL Database for RangerMSP Installation Guide (for registered users)]] | ||
*[[SQL Database for Trial Users|SQL Database for Trial Users]] | *[[SQL Database for Trial Users|SQL Database for Trial Users]] | ||
<br> | <br> | ||
==[[Work_Flows|Work Flows]]== | ==[[Work_Flows|Work Flows]]== | ||
*[[Tickets|Ticket Lifecycle]] | *[[Tickets|Ticket Lifecycle]] | ||
*[[Ticket Management]] | *[[Ticket Management]] | ||
*[[Billing Lifecycle]] | *[[Billing Lifecycle]] | ||
*[[Project Management]] | *[[Project Management]] | ||
*[[Recurring Contracts]] | *[[Recurring Contracts]] | ||
*[[SLA|Service Level Agreements (SLA)]] | *[[SLA|Service Level Agreements (SLA)]] | ||
*[[Over-used Hours]] | *[[Over-used Hours]] | ||
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*[[Barcodes and Assets]] | *[[Barcodes and Assets]] | ||
*[[Sales|Sales Management]] | *[[Sales|Sales Management]] | ||
*[[Activity Templates]] | *[[Activity Templates]] | ||
*[[Managing Quotes]] | *[[Managing Quotes]] | ||
*[[Filters|Searching with Filters]] | *[[Filters|Searching with Filters]] | ||
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==[[User_Manuals|User Manuals]]== | ==[[User_Manuals|User Manuals]]== | ||
*[[Billing]] | *[[Billing]] | ||
*[[Assets]] | *[[Assets]] | ||
*[[Sales]] | *[[Sales]] | ||
*[[Accounts]] | *[[Accounts]] | ||
*[[Ticket Management]] | *[[Ticket Management]] | ||
*[[Quotes]] | *[[Quotes]] | ||
*[[SLA|Service Level Agreements (SLA)]] | *[[SLA|Service Level Agreements (SLA)]] | ||
*[[Password Manager]] | *[[Password Manager]] | ||
*[[Knowledge Base]] | *[[Knowledge Base]] | ||
*[[Activity Templates]] | *[[Activity Templates]] | ||
*[[Email Templates]] | *[[Email Templates]] | ||
*[[Documents]] | *[[Documents]] | ||
*[[Filters|Using Filters]] | *[[Filters|Using Filters]] | ||
*[[Statistics Board]] | *[[Statistics Board]] | ||
*[[Web Interface| | *[[Web Interface|RangerMSP Web Interface]] | ||
*[[Generating_Reports_User_Guide|Generating Reports]] | *[[Generating_Reports_User_Guide|Generating Reports]] | ||
*[[Report_Designer_User_Guide|Report Designer]] | *[[Report_Designer_User_Guide|Report Designer]] | ||
*[[To-do Lists]] | *[[To-do Lists]] | ||
'''Integration''' | '''Integration''' | ||
*[[QuickBooks Link| | *[[QuickBooks Link|RangerMSP-QuickBooks Link]] | ||
*[[Xero_Link| | *[[Xero_Link|RangerMSP-Xero Link]] | ||
*[[Outlook Sync| | *[[Outlook Sync|RangerMSP-Outlook Sync]] | ||
*[[Office_365_Sync|Office 365 Calendar Sync for | *[[Office_365_Sync|Office 365 Calendar Sync for RangerMSP]] | ||
*[[Email Connector| | *[[Email Connector|RangerMSP Email Connector]] | ||
*[[Alerts Server| | *[[Alerts Server|RangerMSP Alerts Server]] | ||
*[[Report Scheduler| | *[[Report Scheduler|RangerMSP Report Scheduler]] | ||
*[[QuoteWerks_Link| | *[[QuoteWerks_Link|RangerMSP-QuoteWerks Link]] | ||
*[[MSP_Integration_Setup|MSP Systems Integration]] | *[[MSP_Integration_Setup|MSP Systems Integration]] | ||
*[[API Developers Guide|API Developers Guide]] | *[[API Developers Guide|API Developers Guide]] | ||
<br> | <br> | ||
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*[[Documents#Using Word Merge Templates|Word Templates]] | *[[Documents#Using Word Merge Templates|Word Templates]] | ||
*[[Email Templates]] | *[[Email Templates]] | ||
*[[Documents#Managing Outlook Emails within | *[[Documents#Managing Outlook Emails within RangerMSP|Filing Emails]] | ||
*[[History]] | *[[History]] | ||
*[[Outlook Sync| | *[[Outlook Sync|RangerMSP-Outlook Sync]] | ||
*[[Sales|Sales Management]] | *[[Sales|Sales Management]] | ||
*[[Quotes]] | *[[Quotes]] | ||
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==[[Service_Management|Service Management]]== | ==[[Service_Management|Service Management]]== | ||
*[[Ticket Management]] | *[[Ticket Management]] | ||
*[[Tickets|Ticket Lifecycle]] | *[[Tickets|Ticket Lifecycle]] | ||
*[[Tickets#Dispatch the Ticket|Dispatcher]] | *[[Tickets#Dispatch the Ticket|Dispatcher]] | ||
*[[Assets]] | *[[Assets]] | ||
*[[Managing Quotes]] | *[[Managing Quotes]] | ||
*[[Activity Templates]] | *[[Activity Templates]] | ||
*[[Email Templates]] | *[[Email Templates]] | ||
*[[Knowledge Base]] | *[[Knowledge Base]] | ||
*[[Billing]] | *[[Billing]] | ||
<br> | <br> | ||
==[[Billing_Topics|Billing]]== | ==[[Billing_Topics|Billing]]== | ||
*[[Billing|Billing User Guide]] | *[[Billing|Billing User Guide]] | ||
*[[Items]] | *[[Items]] | ||
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*[[Recurring Contracts]] | *[[Recurring Contracts]] | ||
*[[Charges#Charging Using Taxes|Taxes]] | *[[Charges#Charging Using Taxes|Taxes]] | ||
*[[QuickBooks Link| | *[[QuickBooks Link|RangerMSP-QuickBooks Link]] | ||
*[[Xero_Link| | *[[Xero_Link|RangerMSP-Xero Link]] | ||
*[[Charges#Using | *[[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 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 ( | *[[Syncing Accounts with Outlook|Import from Outlook (RangerMSP-Outlook Sync)]] | ||
*[[Import and Export FAQ]] | *[[Import and Export FAQ]] | ||
*[[Import_and_Export_FAQ# | *[[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> | ||
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==[[Customization|Customization]]== | ==[[Customization|Customization]]== | ||
*[[Field Customization]] | *[[Field Customization]] | ||
*[[Report Customization]] | *[[Report Customization]] | ||
*[[Activity Templates]] | *[[Activity Templates]] | ||
*[[Email Templates]] | *[[Email Templates]] | ||
*[[Filters]] | *[[Filters]] | ||
*[[API Developers Guide| | *[[API Developers Guide|RangerMSP API Developers Guide]] | ||
*[[Customization FAQ]] | *[[Customization FAQ]] | ||
<br> | <br> | ||
Line 243: | Line 230: | ||
==[[Integration|Integration]]== | ==[[Integration|Integration]]== | ||
*[[QuickBooks Link| | *[[QuickBooks Link|RangerMSP-QuickBooks Link]] | ||
*[[Xero_Link| | *[[Xero_Link|RangerMSP-Xero Link]] | ||
*[[Outlook Sync| | *[[Outlook Sync|RangerMSP-Outlook Sync]] | ||
*[[Online Services| | *[[Online Services|RangerMSP Online Services]] | ||
*[[API Developers Guide| | *[[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| | *[[QuoteWerks_Link|RangerMSP-QuoteWerks Link]] | ||
*[[Continuum_Link| | *[[Continuum_Link|RangerMSP-Continuum Link]] | ||
*[[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#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.)]] |
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