Main Page: Difference between revisions

From RangerMSP Wiki - PSA software for MSPs and IT services providers
Jump to navigation Jump to search
No edit summary
 
(10 intermediate revisions by the same user 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://{{SERVERNAME}}/free-trial/free-trial-download/ Download CommitCRM]
* [http://{{SERVERNAME}}/free-trial/free-trial-download/ Download RangerMSP]
* [http://{{SERVERNAME}}/forum/ Forums]
* [http://{{SERVERNAME}}/forum/ Forums]
* [http://{{SERVERNAME}}/products/why-commitcrm/ Why CommitCRM?]
* [http://{{SERVERNAME}}/products/reasons-why/ Why RangerMSP?]
* [http://{{SERVERNAME}}/about-us/ About CommitCRM]
* [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]]  
*[[Getting Started|Getting Started]]  
*[[#Setup & Installation|Setup & Installation]]   
*[[#Setup & Installation|Setup & Installation]]   
Line 40: 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://{{SERVERNAME}}/support/version-update/ New CommitCRM 25 Release!]
*[http://{{SERVERNAME}}/support/version-update/ New RangerMSP 30 Release!]
*[http://{{SERVERNAME}}/forum/showthread.php?t=1208 Running an IT Services Business Forum ]
*[http://{{SERVERNAME}}/forum/showthread.php?t=1208 Running an IT Services Business Forum ]
*[http://{{SERVERNAME}}/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]
Line 53: Line 53:
*[[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:_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_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]]
Line 62: Line 62:
==[[Getting_Started|Getting Started]]==
==[[Getting_Started|Getting Started]]==
<font size=2>
<font size=2>
*[[Introduction|Introduction to CommitCRM]]
*[[Introduction|Introduction to RangerMSP]]
*[[Software Installation|Software Installation]]
*[[Software Installation|Software Installation]]
<br>
<br>
Line 73: Line 73:
*[[Privileges | Privileges Setup]]
*[[Privileges | Privileges Setup]]
*[[Import and Export]]
*[[Import and Export]]
*[[QuickBooks Link|CommitCRM-QuickBooks Link]]
*[[QuickBooks Link|RangerMSP-QuickBooks Link]]
*[[Outlook Sync|CommitCRM-Outlook Sync]]
*[[Outlook Sync|RangerMSP-Outlook Sync]]
*[[QuoteWerks_Link|CommitCRM-QuoteWerks Link]]
*[[QuoteWerks_Link|RangerMSP-QuoteWerks Link]]
*[[Xero_Link|CommitCRM-Xero Link]]
*[[Xero_Link|RangerMSP-Xero Link]]


'''Server'''
'''Server'''
*[[Software Installation|Software Installation]]
*[[Software Installation|Software Installation]]
*[[Web Interface|CommitCRM Web Interface]]  
*[[Web Interface|RangerMSP Web Interface]]  
*[[Email Connector|CommitCRM Email Connector Setup]] , [[Ticket_Management#Email_Distribution_via_CommitCRM_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]]  
*[[Alerts Server|RangerMSP Alerts Server]]  
*[[Report Scheduler|CommitCRM 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 CommitCRM Installation Guide (for registered users)]]
*[[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]]


Line 128: Line 128:
*[[Filters|Using Filters]]
*[[Filters|Using Filters]]
*[[Statistics Board]]
*[[Statistics Board]]
*[[Web Interface|CommitCRM 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]]  
Line 134: Line 134:


'''Integration'''
'''Integration'''
*[[QuickBooks Link|CommitCRM-QuickBooks Link]]
*[[QuickBooks Link|RangerMSP-QuickBooks Link]]
*[[Xero_Link|CommitCRM-Xero Link]]
*[[Xero_Link|RangerMSP-Xero Link]]
*[[Outlook Sync|CommitCRM-Outlook Sync]]
*[[Outlook Sync|RangerMSP-Outlook Sync]]
*[[Office_365_Sync|Office 365 Calendar Sync for CommitCRM]]
*[[Office_365_Sync|Office 365 Calendar Sync for RangerMSP]]
*[[Email Connector|CommitCRM Email Connector]]  
*[[Email Connector|RangerMSP Email Connector]]  
*[[Alerts Server|CommitCRM Alerts Server]]  
*[[Alerts Server|RangerMSP Alerts Server]]  
*[[Report Scheduler|CommitCRM Report Scheduler]]
*[[Report Scheduler|RangerMSP Report Scheduler]]
*[[QuoteWerks_Link|CommitCRM-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]]
Line 155: 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]]
*[[Outlook Sync|CommitCRM-Outlook Sync]]
*[[Outlook Sync|RangerMSP-Outlook Sync]]
*[[Sales|Sales Management]]
*[[Sales|Sales Management]]
*[[Quotes]]
*[[Quotes]]
Line 189: 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]]
*[[Xero_Link|CommitCRM-Xero Link]]
*[[Xero_Link|RangerMSP-Xero Link]]
*[[Charges#Using CommitCRM Charge Reports|Reports]]
*[[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 (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 214: Line 218:
*[[Email Templates]]
*[[Email Templates]]
*[[Filters]]
*[[Filters]]
*[[API Developers Guide|CommitCRM API Developers Guide]]
*[[API Developers Guide|RangerMSP API Developers Guide]]
*[[Customization FAQ]]
*[[Customization FAQ]]
<br>
<br>
Line 226: Line 230:


==[[Integration|Integration]]==
==[[Integration|Integration]]==
*[[QuickBooks Link|CommitCRM-QuickBooks Link]]
*[[QuickBooks Link|RangerMSP-QuickBooks Link]]
*[[Xero_Link|CommitCRM-Xero Link]]
*[[Xero_Link|RangerMSP-Xero Link]]
*[[Outlook Sync|CommitCRM-Outlook Sync]]
*[[Outlook Sync|RangerMSP-Outlook Sync]]
*[[Online Services|CommitCRM Online Services]]
*[[Online Services|RangerMSP Online Services]]
*[[API Developers Guide|CommitCRM 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|CommitCRM-QuoteWerks Link]]
*[[QuoteWerks_Link|RangerMSP-QuoteWerks Link]]
*[[Continuum_Link|CommitCRM-Continuum 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#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

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