Web Interface FAQ: Difference between revisions

Revision as of 07:53, 5 July 2015

FAQ > Web Interface FAQ

How do I check my CommitCRM Web Interface port is open?

You can check the port is open and reachable by your customers and remote technicians by using My Port Checker which is a free web based utility.

Can CommitCRM Web Interface run on a server running IIS?

Yes. There is no problem running the CommitCRM Web Interface side-by-side with IIS on the same server. Requests will automatically be handled by the relevant service.

In addition you can use Microsoft IIS as the Web Server for the Web Interface.

How do I set up CommitCRM Web Interface when I am using Dynamic DNS (DYNDNS)?

When using dynamic DNS (DYNDNS) you should always use a domain name rather than a static IP address in all the CommitCRM Web Interface settings.

You can find more information in the Readme.txt file located in <server>\CommitCRM\WebInterface.

How can I securely use CommitCRM Web Interface with SSL certificates?

Click here to view how can you use CommitCRM Web Interface with SSL certificates.

What can my customers see and perform via the CommitCRM Web Interface for customers?

Using the CommitCRM Web Interface for Customers you can create an unlimited amount of web users for your customers.

Using a browser, your customers will be able to log in to CommitCRM remotely and view data relevant to them, like open Tickets, closed Tickets and scheduled technician visits.

Customers can also log new Tickets, which will automatically receive a ticket number and enter the Received Tickets queue in CommitCRM, view existing History Notes and add new ones and also view details of Assets, Contracts and Charges.

You can control which features will be available to your Customers from the Tools > Options > Web Interface tab.

What can my employees do/view via CommitCRM Web Interface for Employees?

Using the CommitCRM Web Interface for Employees, you can give employees remote access to CommitCRM data via a web browser.

They can then manage (view/add/edit) various types of information in CommitCRM including: Accounts, Tickets, Appointments, Tasks, Charges (Labor, Parts and Expenses), Assets and History Notes. They can also view other information including Items, Contracts, Sales Opportunities, and more.

How can I add a new ticket via the CommitCRM Web Interface for Employees?

To add a new ticket (or any other entity), click the Create New drop-down menu.

To create a Ticket for a specific Account, go to the Accounts page, search for the relevant account and then click on it to view its complete details page. Then, go to the Create For Account pull-down menu, and select Ticket.

You can create any entity from these menus.

How can I download documents via the Web Interface?

Using the Web Interface, employees can download CommitCRM documents which are located on your server, directly from the browser.

In order to allow file downloads, you should first map the folder locations for the download, so that the Web Interface Service will be able to access them for download. You can also define folders which will deny download, in case you need to protect sensitive information from being accessed via the web interface.

To setup the documents download settings, go to Tools > Options > Web Interface. Read more about this under Document Download Settings.

Does the Web Interface have the same level of control and management as the installed client software?

The CommitCRM Web Interface supports a wide range of management options, features and views for employees and provides them with the same privileges as the installed client. Please note that the installed client is more feature rich.

How do I define a web user name and password for an employee?

To define a web user name and password for an employee, log in to CommitCRM (the installed version) as an administrator, select the employee record, go to their Employee tab, and click on Configure Web User.

How do I allow my customer to log in to the CommitCRM Web Interface?

To let a customer log in to the CommitCRM Web Interface, you need to create a web username and a password for them. To do so, go to the Accounts window, select a customer record, go to the Web Users tab and click New (located on the bottom-left corner).

Note: Web Interface usernames for customers will become active within a few minutes of their creation.

How can I add my logo to the CommitCRM Web Interface pages?

You can add your name, logo, etc. to pages displayed by CommitCRM Web Interface. Your name and logos should be formatted using HTML code, which will automatically be embedded in all pages generated by CommitCRM Web Interface.

You can design a header and footer for the page.
To display headers and footers, login to CommitCRM, open the Options window, go to the Web Interface page and check the Header/Footer checkboxes (these are checked by default).
Place the HTML for the Header and Footer in these files:

Header: <Installation_DIR>\CommitCRM\WebInterface\Files\MyOfficeSetting1.txt
Footer: <Installation_DIR>\CommitCRM\WebInterface\Files\MyOfficeSetting2.txt

You can open these files in an editor (Notepad etc.) either navigate to their location using Windows file explorer or by clicking on the dedicated buttons in the Options window - Web Interface page.

Notes: These files are not standalone HTML pages and should NOT include the standard HTML page tags like <HEAD>, <BODY>, etc. The HTML code should include only HTML code related to the design of your name, logo etc. and not to any other page related HTML tags.

If you use image files in the HTML, you should save these images in the same directory and link to them using the "/Files/" token. For example, to use the image file called "mylogo.jpg" in your HTML code, save it as <Installation_DIR>\CommitCRM\WebInterface\Files\mylogo.jpg and link to it in the HTML as follows:
<img src="/Files/mylogo.jpg">
If you are using the predefined login page (i.e. you've added a link to it from your web site) you need to restart the CommitCRM WebInterface service each time you modify the header and/or the file(s).

I have created a new privilege group, which doesn't seem to have taken effect in the CommitCRM Web Interface. Why?

After creating a new privilege group or updating an existing group you need to restart the CommitCRM WebInterface service for the changes to take affect.

Can I use the CommitCRM Web Interface with Port 80?

Utilizing NAT, you can translate your LAN external port 80 to your interface's internal port 4961.

More information on this option can be found in the CommitCRM Knowledge Base.

Another option to use Web Interface over port 80 is to use Microsoft IIS as the Web Server for the Web Interface

Can I convert CommitCRM Web Interface value selection data fields to Free Text fields where I can type in any value I want?

Yes, you can customize this using the following method that will allow you to change existing CommitCRM Web Interface fields from a Fixed Dropdown Selection Field to Free Text Input Fields.

For more information see Web Interface Free Text Fields.

@@ Line 36: / Line 36: @@
 Yes. There is no problem running the CommitCRM Web Interface side-by-side with IIS on the same server. Requests will automatically be handled by the relevant service.
+In addition you can use [[Microsoft IIS as the Web Server for the Web Interface]].
 ===How do I set up CommitCRM Web Interface when I am using Dynamic DNS (DYNDNS)?===