Introduction

Commit is a complete software solution for managing computer services businesses, targeted at small to mid-sized IT service providers. This document will provide you with an introduction to Commit and its terminology and help you ease into using the program.

Accounts

Your company has ongoing interactions with customers, vendors, business partners, friends, leads, and so on. In Commit, each of these types of contacts is called an Account. You can open the Accounts window and manage your Account contact data and all other related data.

In Accounts, related data is any other information related to the Account that is presently being managed in Commit, such as scheduled Appointments, open Tasks, Phone Call monitoring, Ticket/incident history, Assets (customer equipment, software licenses), Charges, linked Documents (MS-Word, emails, Excel etc.), Sales Opportunities and so on.

Account information is organized in separate tabs, each of which displays a different type of data.

To view all information related to an Account, open the Accounts window, locate the Account you are seeking, and browse through its data by clicking on the information tabs.

Tip Accounts can be imported from various data sources including Excel files, CSV files, Outlook contacts, QuickBooks and others. To import Accounts, open the Accounts window and select Import Accounts from the Tools menu.

When Commit-Outlook Sync is in use, Accounts can be synchronized between Commit and Outlook. You can also sync Commit Accounts with your PDA or Smart Phone through Outlook.

When the Commit-QuickBooks Link is in use, Accounts can be synchronized between Commit and QuickBooks.

alt text