| Features added to CommitCRM by Version: |
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| CommitCRM 6.1 |
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New! CommitCRM 6.1 is now available!
This release includes new features and options requested by our user community.
Please find detailed information about what's new in this release.
The list is long! Please take a moment to review it before upgrading your system.
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New! Allow to Select Hourly Items in Quotes
This new option lets you quote any Item including hourly based ones. Quote Lines can now use hourly-based Items, rather than using only unit-based Items as before.
Quote lines that use hourly-based Items, will be converted later on to hourly-based Charges.
To add new hourly-based Items to the Quote, simply select the relevant Item when creating a new Quote Line. All items are now available for selection.
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==> See more details in Quotes. |
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New! Convert Quote to Contract
Streamline your work by easily converting Won Quotes into Contracts.
After a Quote is accepted and set as Won, it can now be converted into a Contract. Converting the Quote into a Contract will also create billable Contract-Price Charges from the Quote Lines and will attach the Contract-Price Charges to the Contract. The Contract-Price Charges represent the terms agreed on in the Quote and helps you translate the agreement to billable Charges.
In addition, when converting a Quote to a Block of Money Contract, the Quote total, before taxes, becomes the initial block amount. When converting it into a Block of Time Contract the total hours quoted for hourly based Items is taken as the initial block of time. Both defaults can easily be modified during the conversion process.
Converting a Quote into a Contract helps to streamline your work when winning a job that requires a new service agreement, and allows you to easily move on to the operative part of the job, while keeping the information from the Quote.
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==> See more details in Convert Quote to Contract. |
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New! Convert Contract-Price Charge to Standard Charge
Converting a Contract-Price Charge to a regular Charge will remove the Charge from the Contract-Price Charges, and turn it into a regular Charge that affects the contract balance.
This feature is useful for Contract-Price charges that were created when converting a Quote to a Contract (see new feature above). In this case, all Quote Lines are converted to Contract-Price Charges.
You may want to convert Contract-Price Charges to regular ones if you want to renew the contract and you don’t want these Charges copied to the new Contract.
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==> See more details in Converting Contract-Price Charge to a Regular Charge. |
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New! Skip Rules for GFI MAX
Using the Skip rules, you can define a condition in which the system will ignore failed checks that you don’t want any Ticket created for. All failed checks are still reported to the (also new, see below) RMM Event Log, for better control over the events.
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==> See more details in GFI MAX Skip Rules. |
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New! Event Log for GFI MAX Link
A new Event Log for GFI MAX Link was added to. The new Event Log reports all events received and sent by CommitCRM-GFI MAX Link module, including arriving failed checks, skipped failed checks and failed-checks updates.
Using the log you can accurately follow incoming checks, see checks that were skipped (no ticket created) and review all activity between CommitCRM and GFI-MAX in a single Window.
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==> See more details in GFI MAX Event Log. |
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New! Predefined-Text in Memo Fields
Save time by never having to retype the same descriptive text over and over again! A new predefined-text option was added to all memo fields. It is now possible to define a values list to all textual memo fields, allowing you to easily add predefined text to a field with a single click.
For each field (e.g. Ticket Description, Account Notes, History Note, etc.) you can now define a list of predefined texts and add them to the field by clicking keyboard shortcut F8 or by using right-click > Insert Predefined Text.
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Simplified Hourly Items
In order to make it easier to distinguish between Hourly-based Items and Unit-based Items the Item Window was slightly modified to make the Item definition more intuitive. The Item settings in the database stay the same.
Items should now be defined as Priced by ‘Hours’ or ‘Units’, and only then, for Hourly Items, the price can be defined by the employee rate or as a fixed price.
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==> See more details in Items. |
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QuickBooks - New Show Linked Record Details Option
It is now possible to view brief details of QuickBooks Customer or Item record linked to a CommitCRM Account or Item directly from CommitCRM.
To use this option select the Item or Account in CommitCRM. Then go to QuickBooks > Show Details of Linked QuickBooks Record.
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Charge Totals Include Taxes
The recently introduced new feature of ‘Charge Totals’ popup Window, that shows Charge Totals for a selected Ticket, now includes Taxes in the totals if Taxes are in use. You can now instantly see the total Charges amount, including taxes, at a glance.
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==> Read more about Taxes. |
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Item Quick Preview
Save time by quickly displaying the Item details from anywhere. Items can now be viewed using the Quick Preview button that appears next to the Item in all Windows. The powerful quick-view option was now applied also for Items, allowing you to view the Item details with a quick popup Window that opens and provides a convenient display showing a summary of the item details.
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Opportunity Preview and Quick Preview
The Opportunity window was enhanced to include a new Preview tab, providing a convenient display of all Opportunity details in a single pane, using a web-like view.
In addition, Opportunities can now be viewed using the Quick Preview button that appears next to the linked Opportunity in all Windows. The powerful quick-view option was now applied also for Opportunities, allowing you to view the Opportunity details with a quick popup window that opens and provides a convenient display showing a summary of the details.
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Ability to Hide Outlook Auto-Sync Progress Window
A new option was added to the Outlook Sync that now allows you to hide the popup progress Window that appears when performing the sync automatically.
The Outlook auto-sync option syncs CommitCRM with Outlook, and displays a popup Window when the sync starts, to inform the user about the sync. In cases the user works on other Windows at the same time, this might take the focus back to the CommitCRM application. To prevent this, you can now disable the popup totally by using this new option.
To hide the popup Window, go to Tools > Synchronize Outlook > Auto-Sync > Progress Window and select whether to Show or Hide it.
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Keyboard Shortcut for Selection Fields (F8)
Streamline data entry by keeping your hands on the keyboard. A new powerful F8 keyboard shortcut was added throughout the system. Hitting F8 automatically opens selection lists in all fields, including in Account selection, Asset selection, predefined text selection, drop down list selection fields, etc.
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Contact available in Ticket Lists
Ticket lists now show the Contact details in all Windows and tabs including Accounts, Contracts and Assets.
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Link File by Default When Dragging a File
Users have always been able to drag any type of digital file, whether a Word® file, an Excel® file, a photo, a video, etc and have it listed as a Document under the CommitCRM entity they dragged it to (e.g. Account, Ticket, Assets).
The default behaviour when dragging files is to copy the file into the CommitCRM documents directory. You always have the option to change this behaviour to ‘Link to file’, meaning that the CommitCRM document will keep a link to the original file in its original location instead of copying it.
You can now control the default behaviour for this option and decide whether to copy the file (system default) or to link to it. This preference can be set under Tools > Options > Documents tab.
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Ability to Copy Details to Secondary Contact
Save time by not having to manually re-type and copy information from the Account and to the secondary Contact record.
A new option was added to the Secondary Contact Window that allows you to copy the address and phone numbers from the main Account into the Secondary Contact’s details.
This option is available when creating the Secondary Contact and when editing the contact’s details.
To copy the details, open the Secondary Contact details Window, click the ‘More Actions’ button on the bottom-right corner > ‘Copy Address and Phone Numbers From Account’.
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Account Keyword Search - Additional Fields
The Account Keyword search option is a powerful feature in CommitCRM that lets users quickly find Accounts and Contacts by typing related keywords – part of the account name, their phone number, their Account #, the beginning of their domain name, etc. This feature has just been enhanced to also automatically search within the Phone3 and Phone4 fields.
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Web Interface - Filter By Account or Contact
Many times remote technicians at customer sites needed a quick way to filter the data in CommitCRM Web Interface to show only results of a specific customer contact. While the system has always filtered it for the user when the Account details page was displayed, this was missing when viewing the information from other areas.
Using the enhanced Web Interface, employees can now easily filter lists to show only results for a selected account or contact.
The account and contact filter is available from all relevant pages, including Tickets, Assets, Opportunities, Quotes, Contracts, Appointments, Tasks, History, Charges, Documents and Messages.
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Web Interface - Customer Privileges Enhancements
The customer Web Interface privileges were enhanced:
Allow or deny creating new Tickets and editing existing ones.
Allow or deny the ability to modify the password (Customer Web Users).
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Web Interface - Viewable Failed Login Attempts
Access to failed login information has now become available. All failed login attempts are now shared in the following file:
\CommitCRM\Logs\UserLog_CommitWebInterface_Login.TXT
Information includes: Exact Time (including milliseconds), Source IP address, user name and password that were used and the error returned.
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Dual Monitor Fixes
A few enhancements were made to better support dual monitors when using the CommitCRM application. Enhancements include opening hints and other Windows in the correct monitor and handling for the tabs management Window.
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Reports - New Ticket Report
A new system Ticket report was added called ‘Number of Tickets by Account’. This new report provides a list of Accounts, with the total number of Tickets per Account. This report can help you get a quick summary of the number of Tickets for each of your customers.
The new report can be found in the Reports Window, under the Tickets category.
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Reports - New Asset Label Reports for DYMO Printers
New Asset Label Reports were added and adjusted specifically for DYMO printers. These reports better support the DYMO printers requirements and size. These new reports can be used to easily print labels with your DYMO printer. All reports can be further adjusted and customized by copying the report and designing it. See more details in Reports.
The new label reports can be found in the Reports Window, in the Assets category > all reports starting with ‘Asset Label...’.
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VPN - Improved Load Time for Clients
The load time of CommitCRM client application when running directly over VPN has been significantly enhanced.
Note that Users may notice the improvement only from the second time running the application over VPN after the upgrade. The first time will be as before because it upgrades the local CommitCRM client to the new release and optimize load time for the following sessions.
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And Also...
General Bug fixes.
Performance enhancements.
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| Download |
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 Click Here to Upgrade |
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*** |
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| Previous versions of CommitCRM |
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| CommitCRM 6.0 |
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New! CommitCRM 6.0 is now available!
This release includes new features and options requested by our user community.
Please find detailed information about what's new in this release.
The list is long! Please take a moment to review it before upgrading your system.
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New! Web Interface - New Web Design for Mobile Devices
Easily manage your business from your mobile device! The CommitCRM Web Interface is now optimized for mobile devices with small displays. It is now easier than ever to be on top of your tasks on the go. Easily view and manage tickets, get customer contact details, log time and parts charges and much more directly from your phone. The Web interface has gone through a complete redesign to properly support mobile devices and small screens.
Additional new options for mobile devices:
All HTML templates where adjusted to fit mobile screen resolution (minimum screen width 320 pixels).
Instead of the existing tabs (i.e. Account/Tickets etc.), a quick selection list will switch between these tabs.
Users can adjust the amount of characters to make long textual fields look better on mobile devices. To make the adjustment go to Tools > Options > Web Interface.
It is possible to switch to mobile display also on any browser using the new switch to mobile / switch to standard option.
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New! Service-Level Agreements (SLA) Support
The new SLA feature in CommitCRM provides an easy way to manage Service-Level Agreements (SLA) to provide services to your customers within the time frame agreed with them and apply them on Tickets automatically.
When using SLAs in CommitCRM you "teach" CommitCRM the maximum response times agreed with the customer to handle and resolve different problems, and CommitCRM will do the rest. In order to "teach" the system you simply define rules for automatic calculation of the maximum delivery time, which in turn, will automatically determine the Due Date for your Tickets.
SLA Due Date calculations take into account your actual working hours, as defined in the new customizable Working Hours Schedule feature. Holidays? Scheduled days-off? Closed every Friday on 03:00 PM? No worries, all is taken into account.
SLAs can be linked to Accounts or Contracts, thus automatically applied to Tickets created under the Account or Contract.
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==> Read more in SLAs User Guide. |
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New! Quick Preview
Save time and clicks with this new powerful feature. Information is now just click away! A new quick-view option was added to all linked entities. The quick-view opens a Window with a convenient display showing a summary of the entity details. This option is available from many fields, such as a linked Account, Asset, Contracts, etc.
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New! Ticket Preview Pane in Dispatcher and Other Windows
The Dispatching Tickets to technicians has significantly become easier. A new Quick Preview Pane was added to the Dispatcher window, showing the selected Ticket Details in the same window! The pane can be displayed on the right or at the bottom part of the Ticket list. To control the display, click the Preview: button at the bottom part of the pane.
The New Ticket Preview option is also available in the Tickets tab of Accounts, Assets and Contracts.
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New! 'Quick Charge' Pane in the Ticket Window
Capture more billable time with fewer clicks! A new and powerful Quick Charge pane was added to the Ticket window. The Quick Charge option provides an easy way to add Charge entries directly from the Ticket Window without opening a separate New Charge window.
Adding a Charge using this option requires only selecting the Item, selecting the time interval from a predefined list and clicking Add. If needed, it is also possible to click Go Advanced to open the New Charge window as usually.
To streamline your work, all data entered in this pane is kept for subsequent Charges you need to add. Many times adding a new Charge will become a single click away!
The Quick Charge pane is also keyboard friendly and you can use the keyboard arrows and tabs in order move between the fields and select the values. Note that the Charge description field is enlarged when entering the description area, either by clicking it or using the Tab key, so you can conveniently enter the description.
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More Fields in 'New Ticket' Window
The New Ticket Window now includes additional fields to make the process of entering a new Ticket quicker and smoother.
New fields include:
Status
Due Date
Priority
Status
Estimated Time Duration.
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Ticket Details Window Changes
Ticket Window was simplified to include fewer tabs, making Ticket details available in fewer clicks. The Contract and Asset fields were moved to the General tab, where Asset is now located under the Contact field and the Contract appears below the Ticket description.
To view Contract and Asset details (and others), use the new Quick-View button located in the right part of the field, or the right-click > Show Linked... option.
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Charge Totals Available in Ticket Window
Quickly access the Ticket Charge Totals! The total time spent, time charged and total amounts for the ticket are now just one click away using the new Charge Totals feature.
A new 'Charge Totals' link is available under the Ticket Preview tab as well as in the Charges tab, and provides easy access to the total charge amounts, in a convenient display. The window appears as a quick popup Window showing the information in no-time.
This feature provides access to this valuable information without requiring printing reports in order to summarize the data. When filtering the Charges in the Charge window, the quick Charge Totals will show the filtered list information only.
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Ability to Disable No Resolution Warning for Tickets
Administrators can now choose how the application will behave when completing a Ticket with no resolution entered. It is now possible to disable this warning always, or disable it only if Charges are already logged for the Ticket.
To control the way the application behaves go to Tools > Options > Tickets (Admin) tab.
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Not-Active Flag for Contacts
Easily hide old Contacts while still keeping your entire histories with them!
Secondary Contacts can now be marked as Active or Not-Active using a new flag in the Contact's details window.
When a Contacts is set as Not-Active it will not be available in lists when attempting to selects a contact.
This powerful feature allows you to keep the complete history of all contacts for a certain customer, while removing them from the current activity.
To set a Contact as Inactive, open the Contact Details window > go to Status > Select Inactive.
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Batch Mark Charges as Billed
A new 'Mark All Listed Billable Charges as Billed' option is now available in Charges tabs. This option will mark all Billable Charges that appear in the list as billed.
This option is especially useful for users not working with QuickBooks that want to quickly batch update a bunch of Charges as billed.
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Contact Code Appears in List
The Secondary Contact's Code field is now available under the Contacts list when viewing the secondary Contacts tab under the Account. Having the Code in the list can help to easily track contacts by this field and perform actions like sorting the list by it.
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Contact Appears in Document Lists
The Documents Window and lists now display the Contact's column. This provides you with the knowledge to which contact the document is related to without having to open the Document properties.
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'Show Linked' button on the Toolbar
A new 'Show Linked' button is now available on the toolbar, providing a very quick access to linked entities. This option will open linked entities for the currently open window.
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Quotes - Convert Quote to Ticket
Streamline your work by easily converting Won Quotes into service Tickets with automatically created Charges linked to the new Ticket!
After a Quote is accepted and set as Won, it can now be converted into a Ticket. Converting the Quote into a Ticket will also create billable charges from the Quote Lines and will attach the Charges to the Ticket.
Converting a Quote into a Ticket helps to streamline your work when winning a job, and allows you to easily move on to the operative part of the job, while keeping the information from the Quote.
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Quotes - Option to Refresh & Recalculate Taxes
A new option was added to the Quotes allowing to refresh the Quote with new settings and to recalculate the results. New settings may include updated Tax rates or updated Account or Item Tax settings.
The Refresh and Recalculate option goes over all Item Taxes, Account Taxes and Tax Rates and re-applies them to the Quote.
The new option is available from the Quotes main menu > 'Refresh & Recalculate Taxes for Quote'. The option can be applied only on Quotes in status Open.
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==> Read more about CommitCRM Quotes. |
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Quotes - Show Item Information
The Item Code and Item Type are now available in the Quote Report and can be added to reports when designing the report. The Item Code and Item Type will show the current values, regardless of what it was at the time of quoting.
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QuickBooks - More Ticket Information Passed to Invoice
Let your customers see the Ticket/s Description and Resolution on your Invoice!
In addition to the vast amount of information that can already be included in the Quickbooks Invoice generated by CommitCRM, - including all Charge information and descriptions, you can now also include the Ticket Description and Resolution fields in your Invoice.
The Ticket Description and/or Resolution will show only once, even in cases where many Charges for this specific Ticket were converted into Invoice Lines.
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==> Read more about Commit-QuickBooks Link. |
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QuickBooks - Invoice Reference Number Available
Easily see to in which QuickBooks Invoice each Charge has been included in.
The QuickBooks Invoice Reference Number is now available in Charge lists and reports. When adding the QuickBooks Invoice Reference Number, Charges that were billed and are linked to a QuickBooks Invoice will display the equivalent Reference Number.
The QuickBooks Invoice Reference Number is available in lists under the 'Invoice Ref' column. To add the QuickBooks Reference Number to Charge Reports use the 'Charges - Invoice Ref' field.
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Email Connector - Automatically Add Ticket Email Recipients
As part of the Email Connector email threading management, it now also offers the ability to automatically scan processed email message headers to find relevant email recipients (To and Cc) and automatically add them as Recipients in the relevant Ticket in CommitCRM.
Adding recipients is done in two levels:
If the email addresses that are found in the header are employees, then are added to the Employee Recipients in the Ticket.
Other email addresses are added as External Recipients in the Ticket.
Administrators can control whether the automatic scanning for email recipients is active via the ServerConfig > Email Connector tab > Advanced options.
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Upgrade Note:
Users already working with the Email Connector will have this feature disabled by default. To activate the feature, visit the ServerConfig > Email Connector > Advanced options > General Settings > Automatically find and add Ticket Recipients. Then restart the CommitServer service on your server.
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Web Interface - Discussions with Customers Made Easy - Quick History Note
You and your customers can now easily build a discussion thread under the Ticket. Customers and employees can now enjoy an easy interface for adding notes on Tickets.
Customers can now very easily add notes to Tickets directly from the Ticket details page simply by filling in their reply and clicking the 'Add' button. This does not require opening a new page or navigating outside of the Ticket window, and just saves time and makes the entire flow much friendlier.
Employee users can also add Quick History Notes use a quick window that opens in the Ticket window itself.
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Web Interface - Enhanced List View
Users can now control the amount of characters that will be displayed for long textual fields (Memo fields) showing up in lists. This new feature helps you manage the way you see the list, and the amount of data that will be displayed when showing long (Memo) fields.
In situations where the text is very long and exceeds the length you define, a linkable '...' sign will appear at the end of the truncated text and this will open for viewing the full details for this entity.
Controlling the length of text to show in the lists can be defined separately for standard Web browsers and for the new mobile mode.
To define the length of long text in lists in the Web Interface, go to Tools > Options > Web Interface > Memo Fields Display Limits.
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Web Users - Easily Send Web User Credentials to Customers
Streamline the process of providing your customers with Web user credentials to log into the Customer Web portal.
You can now easily send emails with account login credentials for customer Web users. The email can be formatted using Email Templates.
The default email template provided for this purpose includes the account credentials, including the username and password.
To send an email with the customer account login credentials, select the Web User you want to send to and click the Email icon at the bottom part of the Web User tab and choose the email template you want to send.
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Alerts to Customers - Ability to Disable Alerts to Selected Accounts
Enjoy the automated email alerts to customers but need to disable it for specific customers?
To control the Alerts to Customers settings per Account, you can now open the Accounts Window, navigate to the specific Account and from Accounts > Email Alerts menu choose your preferences for the selected Account.
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Separate Charges and Contracts Options Tabs
The Charges and Contracts options tab (under the main Options Windows) was updated. New options were added to the Charges settings, mainly regarding the new Quick-Charge options. Contract options were moved to a separate tab in the Options Window. Options now include two separate tabs: Charges & Items tab and Contract tab.
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Adding Graphical Logo to Reports Made Easy
Easily embed your graphical logo in pre-designed system reports.
Reports header can now be designed with your textual header (to include your company name, etc.) and your graphical logo from a single place, without customizing each report. The Report header is now defined once for all reports and can be edited from the Tools > Options > Reports tab.
When opening Tools > Options > Reports tab you will see that it now includes two tabs for the Header: Text and Image (usually your Logo). The image file can be displayed with, or instead of the textual header.
Upgrade Notes:
When upgrading, the 'Image' option of the Report Header is disabled by default unless explicitly enabled and an image file is loaded.
Reports that were already customized in the past to contain a logo by hiding the original Report header and adding the logo in a separate band (or in the Report content band itself) will not be affected by this feature.
The new header design will affect only reports that display the original system Header band in the report.
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Allow to Close a Locked Session
A new 'Close CommitCRM' option was added to the Lock Session screen. This option allows users to close the application even without entering the password of the user who locked the session.
If there are open unsaved windows in the locked running application, any user can click "Close CommitCRM" and select Yes or No when asked whether to save changes. Application will always quit after this step.
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Keyboard Scroll in Lists
The Keyboard's up and down arrows are now enabled in all lists and tabs, allowing easy scrolling using your keyboard. The keyboard scroll support includes the Charges main list, Items window and Ticket selection list. This will help keyboard lovers to streamline their work even more.
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Printing - Support for Printer Default Settings
Printing reports is now made simpler for previously non-supported printing devices. The system will now take, even for these devices, the default printer settings in regards to two side printing and the default printer tray.
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Dual Monitor Support
Running CommitCRM on dual monitors has been significantly improved. When running on dual monitors, CommitCRM can now be used on the secondary monitor and everything will open on the correct monitor, including drop down menus, confirmation windows, hints, etc.
Note: This enhancement is included with this release and it is still marked as a Lab feature.
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VPN Enhancements
Users that are already benefiting from using CommitCRM client over a VPN conncetion (and the required SQL engine) will see a further performance enhancement. When logging into CommitCRM in configuration (executable files located locally on the user PC) users will now see the option to log into CommitCRM in 'VPN' mode just near the fields where the enter their user credentials. This option should be selected when connecting remotely over a VPN connection (e.g. Not when not when using CommitCRM at the office). This new option will increase performance as all communication to/from CommitCRM client and the remote server will now be compressed, what normally results in much better performance, especially under slow connections.
Disclaimer: CommitCRM works best over VPN when being used over a remote session. While we have been continuously enhancing the performance of using the CommitCRM client over VPN it is still not the recommended way to access CommitCRM remotely.
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New! Native SSL Connection to Mail Servers (Lab)
It is now easy to connect CommitCRM to secure mail servers (POP3/SMTP) directly.
So far a mediator tool, called Stunnel, had to be installed and configured to achieve this.
With CommitCRM 6.0 the Email Connector and Alerts Server modules can connect directly to SSL based mail servers.
* This feature is classified as a Lab feature. Please contact us directly to learn how to enable it.
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CommitCRM API - Support Remote Access
The already powerful CommitCRM API libraries have just been significantly enhanced to allow 3rd party programs to run from anywhere and still connect and integrate with CommitCRM remotely over the http protocol. This allows developers to connect and use CommitCRM APIs from hosted servers, remote networks, and more. This new capability opens the door for many new implementations.
For more information please contact us.
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CommitCRM API - Support for Quotes (Libraries and Email API)
The Commit API now supports add, update and delete Quotes and Quote Lines.
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Performance enhancements
General over all performance enhancements were performed, including enhancements when managing and printing Tickets.
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There's More!
In addition to the features listed above, we've also made general bug fixes and performance enhancements. |
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| Download |
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| Click Here to Upgrade |
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*** |
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| CommitCRM 5.7 |
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New! CommitCRM 5.7 is now available!
Just about 2 months after the previous release we've started joining users to the new 5.7 release which is now officially available.
This release includes new features and options requested by our user community.
Please find detailed information about what's new in this release (recommended reading) and download instructions:
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New! Built-in Quoting Module
CommitCRM now provides a new quoting module as part of the CommitCRM application.
Using the new quoting feature you can easily provide your customers with professional quote forms via email.
To use the new quoting module, click the new Quotes icon found on the left side navigation pane or from the main menu select View > Quotes.
Main Quoting features:
Quote your customers for products and services, using your Items list.
Manage the entire life-cycle of the quote from its initial creation to winning the sale.
Convert Quotes into QuickBooks Invoices or billable Charges.
Let customers view and accept Quotes via the Customer Web portal.
Customize Quote printable formats.
Manage Quotes using both CommitCRM client and the Web interface.
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==> Read more about CommitCRM Quotes. |
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New! Web Interface - Weekly Calendar
The Employees Web Interface now provides a weekly view for Calendar appointments.
Using the Weekly Calendar, users can view a graphically oriented appointment display for themselves or for other employees. Users can also add and update Appointments to the Calendar.
The new Web Calendar makes it much easier to see what's going on, what activities and tasks are planned for the week, and the schedules of all individual team members.
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New! GFI MAX Integration (for MSPs)
CommitCRM-GFI MAX Link module is a new integration with a GFI, a leading remote monitoring and management (RMM) solution designed for managed services providers (MSPs).
The Commit-GFI MAX Link automatically opens Tickets in CommitCRM for failed checks detected by GFI MAX. Any updates to the ticket (i.e. check failed again or check succeeded) are automatically logged as Notes in the Ticket History in CommitCRM. When a failed check is resolved in GFI MAX (i.e. it does not fail anymore), it automatically updates the Ticket with a relevant note, and the Ticket in CommitCRM can be closed.
Every update to a Ticket caused by status changes in GFI MAX pushes the Ticket into the Tickets' Inbox in CommitCRM, so technicians can easily see the updates. This integration helps users make sure they do not miss any events and always provide their customers with the best service.
Users can also easily sync GFI MAX Devices with CommitCRM Assets. This lets users easily import the details captured by GFI MAX into the parallel Asset in CommitCRM.
If the Devices are linked to Assets in CommitCRM, the CommitCRM Ticket, created from GFI MAX failed checks, will be automatically linked to the Asset. This feature allows you to see the entire service history of an Asset right from within CommitCRM; all Tickets, GFI MAX related or not, will be displayed in CommitCRM.
The CommitCRM integration with GFI MAX includes:
Ticket creation from GFI MAX failed checks.
Link Accounts to Sites in GFI MAX or create Account from Site.
Link Assets to Devices in GFI MAX or create Asset from Device.
Notes:
Commit-GFI MAX Link module is an optional add-on module. When upgrading to CommitCRM 5.7 and after obtaining the required licenses from Commit, the GFI MAX Integration system will be disabled by default until activated explicitly. This is to make sure users first perform the required setup steps. See more details in the Setup section in the Commit-GFI MAX Link user guide.
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==> Read more about Commit-GFI MAX Link.
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Asset Configuration Note Accessible in Reports
The Asset Configuration Note field is now displayed as part of a new report called 'Asset Details Including Configuration Note'. The Asset Configuration Note field is also available via the Report Designer and can be added manually to other reports as well, including Technician Service Form.
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CommitCRM API Enhancements
Using CommitCRM API developers can now also:
Add and remove Email Recipients for Tickets.
Add and remove Secondary Contacts.
Manage the Ticket Notes field.
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Alerts to Customers - Enable/Disable for RMM Tickets
You can now configure the Commit Alert Serve to send alerts to customers when new tickets are opened or closed by using the Alerts to Customers feature.
With CommitCRM's recent direct integration with RMM systems (GFI MAX and Zenith RMM), Tickets are automatically created in CommitCRM based on reports from these RMM systems.
Often, while you want to use the Alerts to Customers feature for regular Ticket creation, you do not want to alert your customers about RMM Tickets that are automatically generated.
With this release's new feature, it is now possible to control whether customers will be automatically alerted about the creation or closure of such integrated RMM Tickets.
To control the Alerts to Customers settings for RMM Tickets, visit the Tools > Options > Alerts to Customers tab, click the 'Advanced' button and select your preferences.
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Auto Refresh on Tickets Window
The Tickets Window is now updated automatically whenever a change is made to Tickets, whether by another employee user, or via the Web Interface, Email Connector or external applications via the CommitCRM API.
The Ticket list is updated automatically without requiring users to click the Refresh button to view the most recent data. The application polls Ticket updates in one minute intervals and updates the list display. In case it is required, the auto refresh feature can be disabled by visiting the Tools > Options > Tickets tab and un-selecting the auto refresh option.
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Reports - Ability to Remove Filtering Parameters
In some reports (e.g. List of Charges), some of the filtering parameters are printed by the system as part of the report header. Users who customize such reports may want to remove this information from the final report print-out.
It is now possible to exclude this information from the Report Generation Window.
Choosing to display the filtering parameters will cause printed reports to still show the filtering parameters. By unselecting this option when generating the reports, this information will be removed from the print-out and will provide the report exactly as designed by the user.
To determine whether this information is displayed or not in the report, use the Print major filtering parameters option in the Report Generation Window.
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New Keyboard Shortcuts
New keyboard shortcuts are now available, allowing easy access to all of the application windows.
The following new shortcuts will open the specified window:
Ctrl+Alt+A - Accounts.
Ctrl+Alt+O - Opportunities.
Ctrl+Alt+S - Assets.
Ctrl+Alt+Q - Quotes.
Ctrl+Alt+K - Knowledge Base.
Ctrl+Alt+L - Calendar.
Ctrl+Alt+D - Dispatcher.
Ctrl+Alt+M - Messages.
Ctrl+Alt+H - History.
Ctrl+Alt+C - Charges.
Ctrl+Alt+B - Contracts (Billing).
Ctrl+Alt+I - Items.
Ctrl+Alt+E - Employees.
Ctrl+Alt+R - Reports.
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There's More!
In addition to the features listed above, we've also made general bug fixes and performance enhancements. |
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| CommitCRM 5.6 |
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New! CommitCRM 5.6 is now available!
This release includes many new features and options requested by our user community.
Please find detailed information about what's new in this release (recommended reading) and download instructions: |
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New! QuickBooks Batch Invoice Creation Wizard
Save Time! The new Batch Invoice Creation Wizard allows you to simultaneously create multiple invoices at the customer level, the service contract level or the ticket level.
All Billable charges related to Accounts, Contracts or Tickets, that have yet to be billed will be included in the invoice.
All open balances can be easily converted into QuickBooks Invoices with a few clicks. You can generate dozens or hundreds of QuickBooks Invoices instantly. You no longer need to manually generate single invoices (although that is still an option).
You can also include not-billable charges in batch invoices, just like when creating a single invoice.
When using the Batch Invoice Creation Wizard, you can set the desired behavior for not-billable Charges from the Tools > Options > QuickBooks options.
To use the Batch Invoice Creation Wizard, go to File > New > QuickBooks Batch Invoice.
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==> Read more about QuickBooks Batch Invoice Creation Wizard . |
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New! Statistics Board
The CommitCRM Statistics Board provides a quick access to advanced queries providing summary or statistical information regarding your business. The query results can help you keep track of different performance indicators for your company.
For example, with the Statistics Board, you can see the number of open Tickets by status, average open time for tickets, total charge amounts and more. All statistics can be filtered by employees and dates, and compared with other employees and dates.
The Statistics Board comes with predefined statistics grouped by subject. Each user can easily choose which queries to show, , allowing a personalized data view for each user.
Features and Benefits include:
Easy access to advanced database queries showing data summaries.
Easily filtering by employee or date ranges.
Ability to compare results to other dates or employees.
Ability to choose which queries to display, and to rename the queries.
Ability to define highlighting colors and boundaries for each color.
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==> Read more about Statistics Board . |
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New! Preview Tab
A new Preview tab was added to several entities. The Preview tab provides a rich-view format, displaying all details, including tasks, appointments, history and other linked information in a convenient Web-like layout. This allows you to conveniently access and view information on one screen, saving you from navigating between different tabs.
Each Preview tab also allows you to initiate many actions like opening related Windows, adding new Charges, scheduling Appointments and more. |
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New! QuoteWerks Integration Module
CommitCRM now links with QuoteWerks, a leading quoting software by Aspire Technologies, Inc.
Commit-QuoteWerks Link lets you easily link between Sales Opportunities in CommitCRM and Quotes in QuoteWerks.
Commit-QuoteWerks Link module is an optional add-on module.
With this module you can start creating quotes directly from within CommitCRM.
Your entire CommitCRM Accounts and Contacts database becomes accessible to you in QuoteWerks so that you can easily push contact data right from within CommitCRM to your active quote document in QuoteWerks.
Without worries about duplicate contact entries, you can use the CommitCRM database as the centralized database for all of your quoting contact information needs.
When a sale is approved, a Charge can be created in CommitCRM to bill your customer, based on the total amount of the linked QuoteWerks Quote. Each Charge is created from a single Quote.
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==> Read more about Commit-QuoteWerks Link. |
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New! Online Search Panel
A new pane was added to the CommitCRM client application, providing quick access to online help resources and quick-search options.
The Search Panel includes links to:
CommitCRM Support Center
User Guides/Wiki
Community Forum
CommitCRM Blog
Tutorial Videos
In addition, a Quick-Search Box was added to enable you to search CommitCRM's online support resources and directly open a browser with search results.
The new search panel can help you easily find answers to your question or post your question on the forum.
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New! Asset Configuration Note
Easily track all configuration details of your Assets based on their type.
Manage server details, workstation configuration, network settings and more using the new and highly customizable data field - Configuration Note.
The new Asset Configuration Note feature provides an easy way to define customized data entries for an Asset, as part of a single Configuration Note field. The Configuration Note is a structured notes field that provides an easy way to enter data and display it as separate entries for a convenient view of the details.
The purpose of the Configuration Note is to manage Asset configuration details, allowing you to easily keep different default depending on the Asset type. You can define various templates which hold different data-entries according to the Asset type, and use the templates to quickly enter the configuration details.
Need to store the Router Asset settings? The customer SBS settings? Want to know the exact IP address and configuration of a specific PC? Use the new Asset Configuration Note field to hold all of the information for you.
Each Configuration Note can be compromised of several sections allowing you to enter various types of data for the Asset. For example, a Server Asset can hold the Operating System details, Processor details, Server Configuration, and more, all part of a single Configuration Note field structured by sections and data entries.
Create your template and mange Asset information faster.
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==> Read more about Asset Configuration Note. |
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New! Ticket Merge
The new Ticket Merge feature lets you merge several tickets reported on the very same issue into a single Ticket.
Many times a customer calls to report a problem, you open a Ticket, at the same time someone else calls, or another member of your client's team logs into the Web portal, opens another Ticket for the very same issue, etc.
The new Ticket Merge utility helps you merge two Tickets into one. The merge operation copies the data from one Ticket to the other (the Master Ticket) and deletes the redundant Ticket.
All data linked to the redundant Ticket will be moved to the Master Ticket. This includes Email Recipients, Charges, History Notes, Appointments, Tasks, Documents and Messages.
The Ticket Merge can be extremely helpful when opening two Tickets for the same problem by mistake. You can now simply merge the Tickets and continue to work on the Master Ticket.
Note that the Ticket Merge feature only merges two Tickets that belong to the same Account.
The Ticket Merge action performs a massive database update transaction that cannot be undone, and therefore should be performed carefully. Only employee users with specific Ticket Merge privilege can perform the Ticket Merge.
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==> Read more about Ticket Merge. |
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New! Zenith Integration Module (for MSPs)
CommitCRM-Zenith Link module is a new, bi-directional, integration with an MSP/RMM solution offered by Zenith Infotech Ltd.
The Commit-Zenith Link automatically pushes newly created Zenith Tickets into CommitCRM. You then manage and resolve the Tickets in CommitCRM, and, upon completion, the Ticket is automatically closed in Zenith.
This integration lets you manage all of your Tickets in a single system, CommitCRM, making sure you do not miss any events and always provide your customers with the best service.
You can also easily sync your Zenith-managed Devices with CommitCRM Assets. This lets you easily import the details captured by Zenith into the parallel Asset in CommitCRM.
If the Devices are linked to Assets in CommitCRM, Zenith Tickets created in CommitCRM will automatically be linked to them. This feature allows you to see the entire service history of an Asset right from within CommitCRM; all Tickets, Zenith related or not, will be displayed in CommitCRM.
The CommitCRM integration with Zenith includes:
Two-ways Ticket Integration.
Link Accounts to Sites in Zenith or create Account from Site.
Link Assets to Products in Zenith or create Asset from Product.
Notes:
Commit-Zenith Link module is an optional add-on module.
When upgrading to CommitCRM 5.6 and after obtaining the required licenses from Commit, the Zenith Integration system will be disabled by default until activated explicitly. This is to make sure users first perform the required setup steps. See more details in the Setup section in the Commit-Zenith Link user guide.
Zenith Tickets sent to CommitCRM cannot be sent back to Zenith NOC to work on the Ticket resolution. This feature, and others, are subject to future developments.
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==> Read more about Commit-Zenith Link.
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Commit QuickBooks Link - Enhancements:
Ability to Add More Data to Invoice Lines
Date:
When adding date and time details to an Invoice line, it is now possible to add only the Date. When adding details to the Invoice line, while in the Wizard or when defining defaults, you can choose whether to include both the Date and Time, or just the Date in each line
Item Name and Item Code:
It is now possible to add the Item Name and Item Code which is linked to the Charge. This will add the details to each invoice line.
Automate this by selecting your preferred defaults under Tools > Options > QuickBooks tab.
Easily Invoice Only Completed Tickets
Need to invoice Charges of only completed Tickets?
You can now filter the Charges being included in Invoices to only include Charges linked to Completed Tickets.
This way, you can avoid billing your customers for Charges associated with in-progress Tickets, and only send out invoices when the Tickets are completed.
To select Charges associated with open Tickets, use the quick-select option, and select Charges of Open Tickets.
You can set your preferences to allow you to include Charges of Completed Tickets or not under Tools > Options > QuickBooks tab. This default will also affect the new Batch Invoice Creation Wizard.
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New! Live Backup for Commit SQL Database
Backup your data while the system is in use!
When using the Live Backup, there is no need to stop users and services from working while performing a backup. Everyone can continue working as usual while the backup is performed in the background.
Note that the Live Backup requires Commit SQL Database.
To perform a live backup administrators should run the \Commit\Utils\CommitBackup.exe with a special parameter which tells the system to perform a live backup.
In order to fully automate Live Backups you should use Windows Task Scheduler procedure and add a recurring Task that runs the backup utility.
For more details and instructions, refer to \Commit\Utils\CommitBackup.ini
Important: Live back does not come instead of other backup methods. You still need to backup your CommitCRM system as you have so far.
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New! Yearly Hours Summary by Employee Report
Following many requests, a new Charge report was added called: Yearly Hours Summary by Employee. This is a summary report (similar to the Monthly Hours Summary by Employee), which provides a summary table of all employees' charged hours, summarized by months, and a total value for the whole year, together with some related statistics.
The new report is available under Reports > Charges.
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Ticket Email Threading Enhancements
The Commit Email Connector module lets you manage the entire email thread between you and your customers.
The email threading enhancements address the numerous requests we received to improve our automated email threads and reduce the amount of emails you may be required to handle manually.
The Email Connector's Email-to-Ticket feature now supports better Ticket detection for incoming emails.
Starting with this release:
(1) Incoming emails for existing Tickets are processed according to the Ticket Number in the subject even when the system detects more than one related Account based on the Sender email address. Previously such emails were sent for manual processing.
(2) Incoming emails for existing Tickets are processed according to the Ticket Number in the subject even if the sender's email address does not exist in the Accounts and Contacts database but it is listed in the External Recipients for this ticket. Previously such emails were sent for manual processing.
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Ticket Internal Email Threads Enhancement
As part of Commit Email Connector's email thread feature, you can manage internal email threads which are not distributed to your customers (even if they are listed as email recipients for a Ticket). This is usually done by setting the Email Connector's email in the CC or BCC address (not the 'To:').
Based on feedback we have received, we have created a new way to send internal email that guarantees that Internal email correspondence will always be kept internal, even if the Email Connector's public email address is in the 'To:' field. This way you avoid having the thread reach a customer by mistake.
To send internal emails, you can now use a predefined keyword in the email subject which indicates to the system that this is an internal email. Each time the system processes an email which contains this keyword in the subject, it will treat it as an internal correspondence, and will only distribute it to the Employee Email Recipients of the Ticket. This way, all replies to these emails will be processed as internal, eliminating the need to put the email address in the CC or BCC.
Administrators can define which keyword should be used (default is *123*, including the asterisk signs). The keyword you choose must be unique, because it will always indicate an internal email, and will never distribute it to customers. Generally it is recommended to keep the default value provided with the system.
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New! Tickets in Asset History
The Asset History now also shows Tickets that relate to a given Asset.
Having the Tickets as part of the Asset history can help you track all the activity for this Asset in a single place (History tab), rather than view the history and Tickets in separate tabs.
Tickets that relate to Assets can also be viewed in the Ticket tab of the Asset.
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Account Manager in New Account Window
The Account Manager can now be assigned in the New Account Window as soon as the Account has been created. Having the Account Manager available upon Account creation was a frequently requested feature and will help you make sure you assign your Accounts correctly to the relevant technician in your business.
This new feature is useful when you add new Accounts while creating a new Ticket. For example, when new customers walk in, you add a new Ticket for them and create the Account from within the New Ticket Window by clicking the '+' sign. You can now assign the new customer an Account manager directly from the Ticket window. You no longer need to open the Accounts window and find the newly created Account in order to update the Account Manager.
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New Australian Dictionary and Other Dictionaries Were Updated
The Dictionaries which are used for spell checking in CommitCRM are updated:
CommitCRM now supports the latest US and UK English dictionaries.
A new Australian English dictionary has been added. To use this dictionary, go to Tools > Options > Other tab and under the Spell-Checking section, choose the Australian Dictionary.
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Asset Emails are sent to Contact Linked to the Asset
Sending an email from the Assets window now sends the email to the Contact's email address defined in the Contact Email field. Note that the email is now sent to the email defined for the Contact which is linked to the Asset. If this Contact does not have an email address defined, or if the Asset is linked to the Account's main contact, the email will be sent to the primary email address of the Account. |
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Easily Define Which Reports Are Listed in Ticket Window
You can now easily define which Ticket reports will be listed in the Ticket window for printing. This also allows you to remove system reports you do not use from the list of available reports.
To configure each report, go to the Reports window and for relevant reports use the Report > Make report available from Tickets Window or Report > Remove from available reports in Tickets Window option.
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New! Simplified CommitCRM Programming API
Ever wanted to develop new features, options and integrations not offered by CommitCRM, but you did not have the time to spend becoming familiar with the CommitCRM low-level APIs?
New libraries are now available to make developing plug-ins for CommitCRM easier than ever.
Developers programming in .NET or C++ can now profit from much simplified database access. A new set of libraries was added to allow easy programming access to the CommitCRM database via VB.NET, CSharp (C#) and C++.
With the new set of libraries, which are written on top of the existing low-level API, developers can write programs and plug-ins for CommitCRM much faster than before.
Please contact us for further information.
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Company Column added to Secondary Contacts List
A new column has been added under the Account window to display the Company Name when viewing the Secondary Contacts List. |
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Commit API by Email Supports:
Knowledge Base Articles
Adding new Knowledge Base Articles is now also supported by CommitCRM API by Email.
This new capability allows users to send new articles via XML formatted emails to Commit Email Connector to be automatically processed and converted into new Knowledge Base articles.
CDATA XML values
Users working with the XML formatted API by Email now supports CDATA tokens. This means you can use all types of data formats in your XML (even XML-formatted data) and the API parser will take the data as-is.
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==> Read more about API by Email.
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New! The Ability to Increment Ticket Numbering
It is now possible for System Administrators to increment the automated Ticket number and start from a non-sequential number.
For example: On January 1st you can increment the Ticket numbering to the next 10,000 number so you'll easily know, based on the Ticket number, when it was opened.
To increment the next Ticket number, go to Tools > Options > Tickets (Admin) tab and click Increment Ticket Number.
Note that only System Administrators can perform this action, and, once it is performed, it is irreversible, so it should be performed carefully.
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Faster Application Load Time Over VPN
Infrastructure enhancements were performed to provide faster load time when running CommitCRM over VPN. These enhancements allow faster performance when working directly over VPN (without running over a remote terminal session).
Enhancements include:
Clients running CommitCRM over VPN can now install CommitCRM client locally(*), and connect to the remote server directly over VPN. This change dramatically speeds up the initial load time.
Database transactions transferred over the network were optimized to provide slightly better performance when working remotely.
(*) Note:
Commit SQL Database is required to locally install the client and run over VPN.
Please Contact our Support for more details on how to install CommitCRM client locally for running remotely over VPN.
Disclaimer: CommitCRM works best over VPN when being used over a remote session. While we have enhanced the performance of using the CommitCRM client over VPN with this release, it is still not the recommended nor the most efficient way of using CommitCRM remotely.
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Calendar Colors Enhancements
The color-set for the Calendar was enhanced and now includes new colors in the following areas:
Appointment background
Working/Non-Working times
The new colors include pale colors (pastel colors) which are more convenient when used as appointments' background, because they make the text more readable.
The new colors are also avaliable when selecting the employee default color.
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Account in All Documents Search Criteria
It is now possible to search for Documents according to any criteria, and limit the search to a specific Account.
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Ticket Calculated Fields Now Available in Reports
Two Ticket calculated fields that are displayed in the Ticket window are now available in reports as well. These fields are calculated on-the-fly by the system, providing real-time information at the time of the report generation.
The fields:
Open Days/Hours - relevant for open Tickets only. When a Ticket is already closed, this information will appear as blank in the report.
Open to Close Days/Hours - relevant for close Tickets only. When a Ticket is still open, this information will appear as blank in the report.
These fields can now be easily added to customized reports.
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There's More!
In addition to the features listed above, we've also made general bug fixes and even more performance enhancements. |
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| CommitCRM 5.5 |
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New! CommitCRM 5.5 is now available!
Not too long ago we've released CommitCRM 5.4 and we're already releasing 5.5! This release includes a few features requested by many of our users and we believe you will find it very helpful.
Please find detailed information (recommended reading) and download instructions below: |
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New! QuickBooks 2011 Support
Commit-QuickBooks Link was updated and now supports QuickBooks 2011 (Pro, Premier and Enterprise).
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==> Read more about Commit-QuickBooks Link. |
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New! Employee Selection Pane in Calendar
A new Employee Selection pane was added to the Calendar. This new pane provides an easy way to choose the employees you want to view in the Calendar or Dispatcher simply by selecting the employees in the list.
The new Employee Selection pane replaces the previous way to filter employees in the calendar, and there is no need now to click the magnifying glass to see which employees are being displayed. The Employee list is displayed right next to the calendar and lets you easily choose which employees to show.
Saving the windows configuration (from the Windows menu) saves the currently selected employees so next time you login to the system you will get the same view. |
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New! Weekly Dispatcher
The Dispatcher window now provides a new Weekly Dispatcher view. The Weekly Dispatcher displays a specific Employee's weekly calendar together with the list of Tickets waiting to be dispatched in the bottom pane. This way you can easily drag a Ticket to dispatch it while viewing the employee's whole week activity.
Using the Weekly Dispatcher you can easily switch between employees and see a weekly view of their calendars to find available resources.
To work with the weekly Dispatcher, click the Weekly Dispatcher tab in the Dispatcher window.
To set the weekly view as the default view for the Dispatcher, go to Tools > Options > Calendar and set the Default Dispatcher View. |
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Enhanced Calendar Work Days Display
You can now select which day will appear on the left most column of the calendar (in Weekly and Monthly views) regardless of the working-days settings. |
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New powerful Account Search Option
The new Account Search helps you find Accounts much faster. Searching for Accounts by Keywords now lets you search by multiple words, providing you with powerful search capabilities. The Keywords search searches for Accounts in multiple fields, such as the phone numbers, address, contact name, and more.
To search for Accounts, simply use the Keyword search in the Accounts search pane, and type the words you wish to search by. For example, type a keyword you remember from the Company name, together with a name you remember from the Contact name, together with an additional keyword, say a phone prefix and run the search. CommitCRM will search for the words in multiple fields and will display all Accounts that match the criteria. |
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New! Account Merge
The new Account Merge tool is now available. The Account Merge lets you merge data from two Accounts into a single Account. This powerful tool finds all data related to the duplicate Accounts, such as Tickets, Charges, Contracts, History Notes, and so on, and merges them into the main Master Account. All the merge details are logged in a History Note which is added automatically to the remaining Account.
This helpful tool, which has been requested by many users, can help you when the same customer is entered into the system twice by mistake and you wish to combine all the data and leave only a single Account for the customer to avoid mistakes.
To use the Account Merge tool, close all application windows within CommitCRM. Then activate it from Tools > Data Tools > Account Merge. Note that this action is irreversible so make sure to backup your database before using this tool.
This tool merges only the data linked to the Account. Other Account details (such as phone numbers, address) remain the same for the remaining Account. Details of the other Account can be found in the Merge History Note. |
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==> Read more about Account Merge. |
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New! Batch Complete Contracts
The Batch Complete Contracts tool completes a group of selected Contracts. Use this option to complete Contracts that have expired. You filter the Contracts, either by their End Date or Block Empty.
To run the utility, use the following menu option from the main Contracts window: Contracts > Batch Complete Contracts. |
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==> Read more about Batch Complete Contracts. |
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New! Web Interface: Customer Privilege Groups
Customer Web Users can now be assigned to a specific privilege group, allowing you to control which information each customer user can see and update when using the Web portal.
The Customer Privilege Groups can be managed from File > Users & Privileges > Customer Privileges - Web Users. Each Customer Web User is assigned to a privileges group.
The system comes with 3 predefined fixed system groups (Full, Partial and Limited). New groups can be added and customized to your specific needs.
Note: When upgrading to CommitCRM 5.5, your customers will have the same access as before. The upgrade program creates a new custom group automatically, based on the current Web Interface customer privileges settings defined under Tools > Options > Web Interface. This custom group is automatically assigned to all customer Web users and becomes the default group for new customer users. |
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==> Read more about Customer Privileges. |
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Web Interface: Show User-Defined Custom Fields
Employees can now see custom fields when using the Web Interface, providing you access to valuable information stored in these fields, even when you are out of the office, using the Web Interface. For example, if you add custom fields to Assets to hold IP addresses, special notes, passwords, etc. they will now be displayed to technicians when on-site via the Web Interface.
User-defined fields are displayed (read-only) in the relevant entity page (Account, Ticket, Asset, etc.) under the rest of the general details. User-defined fields can be edited only when using the CommitCRM client application, and when using the Web Interface, they will be displayed with their values. |
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Web Interface: Login opens in the same Browser
When logging in to the Web Interface via a Browser, the session is now created in the current browser window or tab. This makes the login process simpler and quicker. Using the same window also makes the process smoother when using the Web Interface on mobile devices. |
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Web Interface: Account Popup
The Account Popup Message, which appears (if defined) when viewing or choosing the Account anywhere in the application, now appears also when working via the Web Interface. |
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==> Read more about Account Popup.
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Web Interface: Enhanced Ticket Search
The Ticket search in the Employee Web Interface was enhanced and provides more powerful search options. You can now search for Tickets by Ticket Number or by text/phrase in the Description, Resolution, and Notes fields.
To use the new Search options, simply type-in the phrase to search in the search box from the main Tickets page in the Web Interface. |
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Web interface: Link Customer Tickets to Secondary Contacts
When a Customer user opens a new Ticket or adds a History Note via the Customer Web Portal, the Ticket or History Note are now linked to the Secondary Contact defined for this Customer Web User. Linking to the Secondary Contact (if defined for the Web User) replaces previous behavior where the link was created to the Account's Primary contact. |
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New! Batch Update Account Tax Settings
Starting with CommitCRM 5.5, a new tool utility was added to the Accounts menu, called Batch Update Tax Settings. This utility allows updating the Tax fields' settings for many Accounts at once.
The new Batch Update Tax Settings utility lets you set the Tax fields settings for a list of Accounts, either by setting completely new tax settings, removing a tax code, or replacing a certain tax code settings with another.
To activate the utility, open the main Accounts window and select the Accounts > Tools > Batch Update Tax Settings menu option. |
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"Hello <first-name>," - Contact's First Name in Email Templates
When adding data fields to Email Templates it is now possible to add the First Name of the Contact (rather than user the First and Last name together). This makes email more personal as you can start the email with "Hello X," using the first name.
The First name is taken from the contact's name, using the first word of the full Contact name. For example, for a contact called "John Doe", the First Name in the email template will appear as "John". |
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Ticket Contact in the Dispatcher
When viewing the Ticket list in the Dispatcher window, the Ticket's Contact is now displayed in the list, making it easy to see to which Contact the Tickets in the Dispatcher are related to. |
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Asset Emails are sent to Contact Linked to the Asset
Sending an email from the Assets window now sends the email to the Contact's email address defined in the Contact Email field. Note that the email is now sent to the email defined for the Contact which is linked to the Asset. If this Contact does not have an email address defined, or if the Asset is linked to the Account's main contact, the email will be sent to the primary email address of the Account. |
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Control Ticket Estimated Work Duration's Default Value
The Ticket Estimated Work Duration field lets you estimate how much time is required for resolving the Ticket. This value is used when dispatching the Ticket, to determine the dispatched appointment duration.
Starting with version 5.5 it is now possible to change the default value for this field for new Tickets.
The default value for the Ticket Estimated Work Duration is managed from Tools > Options > Tickets (Admin), and can be modified only by system administrators. |
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Overlapping Text Fixes
Overlapping text displaying audit information (e.g. created by, updated by, etc.) in some windows was fixed and now shows smaller text and trims the text in case it is too long. This provides nicer display and much clearer details in places where long text is displayed. |
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Charge Reports performance Enhancements
Charge reports which require large database queries and analysis were improved and now run much faster. |
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CommitCRM API Enhancements - Read Data without Using ODBC
The CommitCRM API has been enhanced. A new set of API tools were added allowing third-party programs to query and read data from CommitCRM's database without using ODBC. This enhancement replaces the need to use ODBC in order to read data from the CommitCRM database. It means that configuring and deploying programs you write using the CommitCRM API is now much easier. No ODBC installation or configuration is required.
Using the new API rather than accessing the database directly via ODBC makes the access safer and more efficient.
ODBC access is still, and will continue to be, supported. ODBC should be used in cases when you need access to CommitCRM database and do not want to write code for this. For example, when using third-party reporting tools it is more likely that you will use ODBC rather than embedding your custom source code for this.
The way it works is that a new set of API functions were added which let you define a filter, i.e. a database query and retrieve results. The functions runs against the CommitCRM database directly. |
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==> Read more about CommitCRM API.
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| CommitCRM 5.4 |
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New! CommitCRM 5.4 is now available!
Yes, it has only been several weeks since the official 5.3 release and we're already releasing 5.4! This release includes a few features requested by many of our users and we believe you will find it very helpful.
Please find detailed information (recommended reading) and download instructions below: |
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New! Working with Subcontractors
The new CommitCRM Subcontractors feature allows you to effectively manage subcontractors and track their work.
Subcontractor licenses are fully-featured CommitCRM Employee licenses. Subcontractors can access the system via Commit Web Interface for Employees, and you can restrict them to access only specific Accounts with limited privileges.
Benefits:
Web Portal Access
Provide subcontractors with online access to Tickets you assign to them.
Save Time
Have subcontractors log Charges, add notes and update your CommitCRM system directly.
Limited Access
Subcontractors can view only details related to specific Accounts you choose for them.
Licensing Flexibility
Deactivate subcontractor licenses when they are no longer needed and use them for other subcontractors or employees.
Note: This feature requires a license for the Commit Web Interface for Employees add-on.
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==> Read more about Subcontractors.
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Community Collaboration - A New Community Sharing Center
Starting with CommitCRM 5.4 you can easily share customized Reports, Activity Templates, Online Services and Email Templates.
Each of these objects can be exported to a file, and uploaded to a dedicated community sharing forum. You can then download the file and import the customized object into your own CommitCRM system.
This can save you a tremendous amount of time as you can take advantage of a lot of work already invested by other users creating templates and customizations which may be very well-suited for your needs. You can also use the imported object as a starting point and further customize it to your specific requirements. |
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==> Read more about Community Sharing Center.
==> Enter the Community Sharing Center Forum. |
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Enhanced Account Popup
The Account 'Popup' field lets you define a popup message, which will be displayed when attempting to use this Account. This feature is helpful if you want to be reminded about money issues or any other matter with a customer whenever viewing their details.
The Popup message feature has been significantly enhanced and is now displayed whenever manually selecting the Account in any window, such as when selecting the Account for a Charge, Ticket, Contract, etc. It will also be displayed when using the QuickBooks Invoice Creation Wizard if the related Account has a Popup defined.
The popup message has also been converted to a memo-type field, letting you enter a more meaningful message. You can enter as much text as you need, add space lines and format the textual message much better now.
If the Popup message feature has been disabled, you can easily activate it in Tools > Options > Accounts > "Show me account popup alerts when I manually select accounts or scroll the Accounts list and details". |
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Enhanced! List only Active Contracts in Selection List
The Contract Selection list from various windows now lists only Active Contracts (Contracts with Status defined as Active), making the contract selection much easier. You no longer need to select the relevant Contract from a long list of old Contracts. This affects the Contract selection list in all windows, such as Charge, New Ticket, History Note, Reports, etc.
When upgrading to CommitCRM 5.4, the Contract selection list will automatically start showing only Active Contract. It is still possible to find Contracts which are not active by clicking the magnifying glass.
The selection list default behavior is managed from Tools > Options > Charges & Contracts > Hide inactive Contracts from Contract selections fields. |
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==> Read more about Contract Status. |
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New! Select Columns to be Displayed in Tables
You can now select which columns to display in tables, such as Tickets list, Account list, Charges, and so on.
To define which columns will be displayed for each table, right-click the table and choose Table Options > Add/Remove Column.
These settings are personal and should be defined by each user.
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Notes:
* System-defined fields can be added to the table; however, removing existing fields (predefined in the table) from the table is not supported. To hide existing columns you can drag the column to the right-most column and change its width so you actually do not see it anymore.
* User-defined custom fields cannot be added to tables at the moment. |
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HTML Email Templates for Alerts to Customers
Alerts to Customers feature sends automatic email alerts to customers when a new ticket is created and when a ticket is closed.
Starting with CommitCRM 5.4 it is now possible to use HTML formatted Email Templates which will be sent to the customer. This enhancement comes in addition to the current option to select text based templates. |
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==> Read more about Alerts to Customers templates.
==> Read more about Email Templates. |
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New! Templates for Email-to-Ticket Auto-Response
Commit Email Connector allows you to automatically send an email response to customers when they send an email that has been converted into a new service Ticket in CommitCRM.
Starting with CommitCRM 5.4, Commit Email Connector uses an Email Template for the auto response email. This means that you can now customize the email sent to customers and include any Ticket data in the reply (only the Ticket Number was supported for this until now). You can use plain-text or HTML formatted email templates. |
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==> Read more about Email Connector Auto Response.
==> Read more about Email Templates. |
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New! QuickBooks Flags Control - To Be Printed / To Be Emailed
Depending on the edition of QuickBooks you use, Invoices in QuickBooks may include the following options: 'To be printed' and 'To be emailed'.
You can now select the values for these options for new invoices created via CommitCRM. This means that when generating QuickBooks Invoices from within CommitCRM, you now have a full control of these flags as well.
When upgrading to CommitCRM 5.4, the system will continue to use the default settings in QuickBooks for these options (same as until now).
To start using the new feature and have CommitCRM set the value for these flags, go to Tools > Options > QuickBooks tab, and choose the values for each option. When generating invoices from CommitCRM, the values for these options will be taken from these settings. Note that each option can also be set manually on-the-fly via the QuickBooks Invoice Creation Wizard. |
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==> Read more about Commit-QuickBooks Link. |
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There's More!
In addition to the features listed above, we've also made general bug fixes and even more performance enhancements. |
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| CommitCRM 5.3 |
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New! CommitCRM 5.3 is now available!
Please find detailed information (recommended reading) and download instructions below: |
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New! Ticket Navigation Pane
The Ticket Window now displays a new Navigation pane, providing a quicker and more intuitive way to filter Tickets and view them by Status or by Manager. The Ticket Navigation Pane provides various views: Inbox (New! see more details below), Dispatcher, Open, Closed and All Tickets. In addition, a quick Ticket Manager filter provides an easy way to filter the views by the Employee in charge of the Ticket. |
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For more information click here.
To watch a video click here. |
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New! Ticket Inbox
The new Inbox feature represents a new concept in CommitCRM 5.3, which puts customer-updates (via Web Interface, Email or CommitCRM API) in the spotlight.
The Inbox view provides an easy way to view all Ticket updates made by Customers or by third-party application, and verify all updates are viewed and taken care of. Tickets can also be moved to the Inbox manually when needed, as a way to make sure the Ticket is being viewed by the Ticket Manager.
Tickets which appear in the Inbox, also show whether they have been read/unread (New! See more details below), and can be moved from the Inbox by dragging them to any Ticket status, or by archiving them. |
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For more information click here.
To watch a video click here. |
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New! Ticket Read/Unread Indication
Tickets which have been updated externally by customers or by third-party applications (via CommitCRM API), and Tickets for which new emails from customers have been received, display a read/unread indication. This indicates whether the Ticket update was already viewed by the Ticket Manager. |
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To see which Ticket updates were already read/unread, two indications are used: |
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1. Open/Closed envelope showing which Tickets have already been reviewed by the Ticket Manager.
2. Bold indication on the Ticket Manager name in the Ticket list. The Bold indication is displayed only for Tickets which the current logged-in user is the manager of. |
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For more information click here. |
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New! Ticket Recipients
Each Ticket now holds a list of Ticket Recipients defining which internal (employees) and external (customers) recipients should be used or automatically notified (when Commit Email Connector is in use) with each email correspondence for the Ticket.
Recipients are managed in the Ticket's new Email Recipients tab, and include:
External Recipients: receive outgoing emails and replies sent by technicians regarding this Ticket.
Employee Recipients: receive outgoing and incoming(*) emails sent by other employees or by customers (see more details below under Ticket Email Threading Management).
* Employees automatically receive incoming emails only when Commit Email Connector is used.
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For more information click here.
To watch a video click here. |
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New! Automatic Ticket Email Correspondence Management
Note: This feature requires a license for the Commit Email Connector add-on.
Email correspondence regarding Tickets is now being fully handled by Commit Email Connector. All email communication, whether incoming or outgoing, now goes through Commit Email Connector, which, in turn, automatically distributes the message to all relevant Ticket Recipients. In addition, Commit Email Connector files the original email, as well as the email text in the Ticket history.
The New Email Correspondence capability includes:
1) All Emails go through Commit Email Connector.
2) Emails are automatically distributed to Recipients defined for each Ticket.
3) Emails are logged in the Ticket History and the email text is conveniently displayed directly in the history pane for better readability.
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Main benefits:
1) Emails can now be sent by employees using any email device or application to Commit Email Connector, which receives the reply and sends it to the customer and other recipients defined for the ticket. Then email arriving at the customer comes from the Support Public Email Address (e.g. Support@yourbussines.com) without revealing the employee's personal email address.
2) Technicians do not need to list the recipients; they simply hit the reply button from their email application, the email is sent to Commit Email Connector, and distributed automatically to the relevant recipients.
3) The entire email correspondence (incoming from customers and outgoing from employees) for each Ticket is automatically logged in the Ticket history and can be easily viewed and read directly in the History pane. See more details below under New Email Message View in Ticket History. |
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For more information click here.
To watch a video click here. |
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New Email Message View in Ticket History
CommitCRM 5.3 now displays the textual content of all email communication that is managed by Commit Email Connector, directly under the Ticket History. This allows users to easily read the entire email thread right from within CommitCRM. Users no longer need to open the email client application (e.g. Outlook®) just to read the filed email. In addition to displaying the Emails users can also open each Email in its original form, allowing to view the original text, together with any email attachments.
The new Email view in the History provides a much easier and friendlier way to view the Ticket email activity. |
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For more information click here. |
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New! Alerts to Customers
Note: This feature requires a license for the Commit Alerts Server add-on.
Alerts to Customers feature sends automatic email alerts to customers when a new ticket is created and when a ticket is closed. Alerts are sent to all External Recipients defined for each ticket. Users can design the content of each email alert and also attach a customized PDF file. Email alerts can also include direct links to the customers Web portal. |
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For more information click here. |
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Contact Name Added as a Column in Ticket List
CommiThe Contact which is linked to the Ticket is now displayed as a new column in the Tickets list. |
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Outlook® Auto-Sync Does Not Take Focus
The Outlook® Auto-Sync feature helps keep your Appointments and Tasks up-to-date in both CommitCRM and Outlook at all times. When the Auto-Sync is activated, the Outlook Sync automatically performed synchronization in a selected interval via the CommitCRM application. In case a user is working with another application at the time the auto-sync is activated, this will no longer display a message window letting the user know the sync is in action. The user can go on working on any other application, without any disturbance while the auto-sync is in progress and data will be synchronized between CommitCRM and Outlook® behind the scenes. |
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Longer Customer Web Username and Password
It is now possible to use much longer Usernames and Passwords when defining customers' Web users. This increases security and allows better flexibility. For example, it is possible to use the customers' email addresses as the username and also to use long and more complex passwords when needed. |
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Performance Enhancements
Various performance enhancements were performed to make this version even faster and more robust. Specifically, major enhancements were made to the graphic Dispatcher window, for the benefit of users experiencing slowness when opening the Dispatcher. |
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Infrastructure Enhancements for Faster Version Delivery
Various Infrastructure enhancements were implemented, to allow us to release new versions and distribute them more quickly. |
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Enhanced Office® 2007-X Support for Commit Documents
When attaching new document files you can now easily filter the file list to display Office 2007-X file extensions (e.g. .docx, .xlsx, etc.). This new capability makes it easier to find and attach such document files to CommitCRM Accounts, Tickets, etc. |
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Enhancements in Alerting Administrators about Email Delivery Issues
The Email Delivery part in Commit Server (which sends out outgoing emails) was enhanced to better handle errors when delivering email messages. If an outgoing email cannot be sent, for any reason, it will be skipped and retried later. This will prevent situations where the outgoing email queue is halted due to a single undelivered email message. CommitCRM users with Sys-Admin privileges will be alerted upon logging in to the system on such undeliverable emails. They will then be able to view the error and decide whether to remove the email items from the outgoing queue directly from the message window that alerts them about this. |
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There's More!
In addition to the features listed above, we've also made general bug fixes and even more performance enhancements. |
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| CommitCRM 5.2 |
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CommitCRM 5.2 is now available! This is a mid-term release that includes new features and some enhancements to the user interface.
Please find detailed information (recommended reading) and download instructions below: |
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New! New History Rich View
The History view for all entities now provides a rich-view format, displaying all history in an HTML-like layout. This allows you to conveniently view recent history events and content in a quick view, and the ability to scroll up and down the events. |
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New! New Fonts
The CommitCRM client application now uses a complete set of new fonts improving the user experience. Font styles and sizes can be adjusted by each user via the Tools > General menu. |
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Simplified Records Display
When adding or viewing records (e.g. Charge, History Note, etc.) a separate Window now opens. This simplified view increases speed and places the focus on the basic or main options. |
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Clicking "Go Advanced" converts the display to the familiar advanced mode that offers additional options and features (Using the Options window you can select to always work in Advanced Mode). |
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Quick-Edit/View Links to the Web Interface in Emails:
We've added a direct link to view and edit entities via the Web Interface module to help you save time and streamline your work. Emails sent from within the CommitCRM client or by the Alerts Server add-on module now contain direct View and Edit links to the entity via the Web Interface module. |
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CommitCRM Email Message Sample |
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Email Alert Sample |
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New Online Wiki Documentation
All support documentation is now available in the new CommitCRM Wiki. The CommitCRM Wiki includes all user manuals, video tutorials, and knowledge base articles with tips & tricks and much more.
Links to the Help from the application will all lead to the Wiki. You can also access the Wiki directly from the Support Web page. |
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Click here to open the new CommitCRM Wiki! |
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Alerting Administrators About Email Delivery Issues
Users working with the Email Connector and the Alerts Server have been requesting for a way to be notified regarding problems with email delivery and emails being held in the outgoing email queue. To answer this request, a new alerting mechanism was added. CommitCRM users with Sys-Admin privileges will be alerted upon logging in to the system, when the system detects email delivery issues. |
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Windows® 7 Support
CommitCRM Version 5.2 was tested and adjusted to support the latest Windows 7 release candidate (an official support will be announced with the official release of Microsoft Windows 7). |
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| CommitCRM 5.1 |
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CommitCRM 5.1 is now available! This release focuses on enhanced automation in the email threading area, and other email enhancements. Take a look at the list of new features and enhancements below, all specifically requested by our users.
Please find detailed information (recommended reading) and download instructions below: |
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New! Email Templates:
Save time by creating Email Templates, predefined emails formats that can be used in different parts of the application when sending an email. |
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Emails can be sent by clicking the Email icon, available from various windows in the system. An Email Template can be designed as a plain text email or as a rich HTML one. Email Templates also let you easily merge data stored in CommitCRM right into the email Subject and Body. |
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See more details and learn how to set up this feature under Managing Email Templates section in the Setup Guide. |
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New! Email Connector - Email Threading (phase I):
In this version, the Email Connector now supports managing customer and employee replies, and automatically files them under the relevant ticket in CommitCRM. |
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The Email Connector manages the email threads for you, so if a customer replies to your Support email in regards of a specific ticket, or if you, as a technician, reply to the customer and CC/BCC the Email Connector, this email will be automatically filed under the ticket in your CommitCRM system. All email communication can be viewed under the Ticket Docs tab. |
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See more details under the Email Threading section in the Email Connector user guide. |
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New! Email Connector - Account identification by Domain Name:
The Email to Ticket feature can now match an incoming email to an Account in CommitCRM based on the domain part of the Sender email address. This is in addition to the exact email match. |
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So if the Email Connector receives an email from one of your client's employees, this employee does not exist as a secondary contact in CommitCRM, the connector will still be able to identify the Account and create a ticket for it based on the incoming email. |
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Domains should be specifically defined for your accounts. This is achieve simply by adding the customer domain name as one of the account predefined email addresses, or as an email address field of a secondary contact. |
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See more details under Matching by Domain Name section in the Email Connector user guide. |
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Online Services Enhancemens:
A new great interface makes it easier to define new Online Services and easily select the fields you wish to merge from within the application. |
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It is now easier than ever to integrate with other systems and Internet Web sites. Check out the new options when adding a new Online Services option. |
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TheYou can read more about Online Services in CommitCRM here. |
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Commit API Interface Enhancements:
The Commit XML-based API now can accept an external identifier which arrives with the incoming email transaction, and is transferred together with the response back to the sender, for easier transaction identification by the calling application. |
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Customer Portal Video Tutorial:
A new video tutorial is now available via the Customers Web Interface. Your customers can now learn how to open tickets and view their existing tickets. This video covers only the ticketing aspect of the customer portal interface. More Help and videos to come! |
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To watch the video, login to the Web Interface using a customer Web user, and click the Video Tutorial link at the top-left corner of the screen. |
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| CommitCRM 5.0 |
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CommitCRM 5.0 is now available! This release is all about enhanced automation for IT professionals. Manage recurring projects and tasks better; Easily bill clients for recurring contracts and managed services (MSP); Locate un-billed items; new Outlook® Sync options, and much more.
Please find detailed information (recommended reading) and download instructions below: |
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New! Activity Templates:
Save time by creating "Activity Templates"-which are groups of predefined activities (Tasks, Tickets, Appointments)-and then applying them to Accounts, Contracts, Assets, or service Tickets of projects that your company often performs. |
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IT companies often provide services, such as network installation or server setup, that involve a standard set of steps. Rather than manually enter the same steps over and over again in for every new project, you can use the new Activity Template feature. |
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The Activity Template feature in CommitCRM allows you to define a group of activities-such as Tasks, Appointments, or Tickets-and then apply the "Activity Template" to different parts of the CommitCRM system, including Accounts, Assets, Contracts, and Sales Opportunities. |
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By applying an Activity Template to a specific project, all of the activities programmed into the template are automatically created for that project and placed into the Pending tab, saving the user valuable time. |
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The Commit Activity Templates feature provides the following benefits: |
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Quickly set up new jobs and projects: By using Activity Template, you can easily define and create activities for common projects that require a similar set of steps, and start working on them by applying Activity Templates to service tickets, assets and contracts |
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Better planning: When using Activity Templates, you can apply a template that will create all required activities for a certain job in advance, automatically assigning them to the relevant people for the relevant date |
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Well-planned projects mean better customer service: When creating activities from a predefined template you won't forget to create any tasks or tickets that are needed to complete a project |
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Improve your internal workflow: By using Activity Templates, you can standardize the way technicians create new jobs, and you can make sure everyone uses the same tickets and tasks for the same job. This will make your system more standardized and organized |
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Ensure that you provide the recurring services you are committed to: By automating the creation of recurring activities when renewing contracts, you can ensure that you provide the services which were agreed upon. An Activity Template can be linked to a contract and then automatically applied with each contract renewal |
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| This new module is free for all users upgrading to version 5.0! |
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| You can read more about using Activity Templates in the Activity Templates User Guide. |
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New! Contract-Price Charges:
Bill for your contracts using Contract-Price Charges. The new Contract-Price Charges feature helps you easily charge for an amount agreed upon in a contract. This type of charge provides an easy-to-use and innovative way to ensure that clients are billed for the contracts you have signed with them, whether they are recurring contracts or ad-hoc contracts/projects. |
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Contract-Price charges are great for billing customers for recurring services, hosting services, MSP services, and one-off projects. |
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Contract-Price Charges provides you with the following benefits: |
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Easily bill customers for contracts (including generating QuickBooks® invoices): By using Contract-Price Charges you can easily define, track, and bill for the price of a contract itself. Contract-price Charges can easily be applied in QuickBooks invoices, just like any other charge in CommitCRM |
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Billing for recurring services is simple: When you renew a contract for the next period, Contract-price Charges are automatically transferred as well. You only need to add a Contract-Price Charge once and the customer will be billed for it on every renewal-automatically |
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Create standard service-plan contracts: Because Contract-price Charges are so flexible and easily copied, you can build predefined service-contract agreements and use them for contracts with new customers. For example, you can offer different plans, such as a block of 10 hours of on-site support for $250 a month, or only 5 hours of remote support for $99 a month. When signing such an agreement with a customer, all you need to do is copy the 'template' contract, and all the details and Contract-price Charges linked to this contract can be copied to the new customer as well |
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Flexibility in Billing for MSP Services: You can create several Contract-price Charges for each contract. This allows great flexibility, particularly in monitoring managed services, where devices might be added or removed on a regular basis. |
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Effectively Bill for Recurring Hosted Services: Contract-price Charges are great for billing for any hosted services you provide your customers. Once a service is defined in the form of a Contract-price Charge, you can easily bill for it at the beginning of a new contract period. |
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Contract-price Charges work much like other charges in CommitCRM: They are included in reports; they can be defined as Billable; and they are included in invoices. However, since Contract-price Charges do not represent specific work, they do not affect the balance of a block contract |
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This new module is free for all users upgrading to version 5.0! |
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You can read more about using the Contract-price Charges in the Introduction to Billing User Guide, under the Contract-Price Charges section. |
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New! Online Services for additional entities:
Online Services are now available for various entities in the system - Accounts, Tickets, Assets, Items, Opportunities, Contracts, and Knowledge Base articles. |
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It is now easier than ever to integrate with other systems and Internet Web sites. |
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The Commit Online Services feature has been improved to meet your needs in a more flexible way and to provide you with many new options. This feature has become even more powerful as it allows access to URL addresses and combines information from many entities in the system. |
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Some examples for using the Online Services with the new entities: |
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Online Services and Assets - Access your MSP product online and pass the Asset ID to display its details from your external system |
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Online Services and Items - Search for better prices on items by passing specific item information directly from within Commit. |
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Online Services for Assets - Search for a specific product review by its hardware serial number |
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Online Services for Tickets - Search in online knowledge bases for solutions based on the ticket description |
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Much more! |
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| You can read more about Online Services and see usage examples here. |
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New! Print Reports to PDF:
Reports can now be printed to PDF directly from CommitCRM client, and you can now easily print a report to PDF and/or e-mail reports with a simple click. |
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This powerful feature is also available from the Web Interface, providing you much more flexibility when printing technician service forms or other reports from the Web Interface! |
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Note: The Print-to-PDF feature works only with English-based fonts (non-English fonts are not currently supported for PDF printing). |
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This new feature is available from the following places: |
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From the Reports Generation window: You can now print a report to a PDF file directly from the Report Generation Window. Clicking on the "Print to PDF" button in this window will print the report directly to a PDF file, which can then be saved as a CommitCRM document or e-mailed directly from this window |
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From many windows within the application: Various windows in the application now include a new 'Print to PDF' option. This option is available as a new icon on the window's tool bar, and behaves in a similar way to the Print and Print Preview buttons, only the result is printed directly to a PDF file. This file can then be saved as a CommitCRM document in the system |
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From the Web Interface: The Web Interface now allows for users to print to PDF directly from their Web browser. This powerful feature allows you to access several reports, includingcustomized ones, directly from the Web Interface. Now you can print the same technician service forms you print when using CommitCRM installed client, including your customized forms, when you are away from your office! |
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New! Send Reports by E-mail:
Reports can now be easily printed to PDF and sent by e-mail directly from the application window. |
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E-mail reports as PDF files directly from many windows within the application: Many windows in the Commit application now include a new "E-mail PDF" option. This option appears as a new icon on the window's toolbar, next to the E-mail icon. The button behaves in a similar way to the Print and Print Preview buttons, allowing you to select the report you wish to use, only the result is exported to PDF and automatically linked to an e-mail that is linked to the relevant entity. This e-mail is then saved as a CommitCRM document, like any other e-mail |
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New! CommitCRM "Home Screen":
A new "Home Screen" has been added to the CommitCRM client application, providing easy access to common actions within the application as well as to Help resources. This new screen includes a workflow diagram with links, providing easy access to basic actions such as creating a new ticket, dispatching tickets, entering new charges, and more. It also contains links to online Support resources, CommitCRM discussion forums, and more. |
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Enhanced! Outlook® Sync: Auto-sync for other users |
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The Auto-Sync option, which allows setting the system to automatically synchronize with Outlook® at a selected interval, has been enhanced to support synchronizing other users' data as well. This option is available from the Tools menu > Synchronize Outlook > Auto Sync option |
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Enhanced! Outlook® Sync: Save the auto-sync settings between sessions |
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You can now save the auto-sync settings between sessions. This means that next time you sing into CommitCRM, the auto-sync settings will be automatically loaded and the synchronization will occur automatically, as defined in the auto-sync settings. This option is available from the Tools menu > Synchronize Outlook > Auto Sync > Save Auto Sync Settings. |
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Enhanced! Highlight appointments and tasks which have been charged in the Calendar and Dispatcher windows |
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In CommitCRM, a convenient way to charge for an Appointment is by right-clicking the appointment in the Calendar and selecting the Charge Appointment option. Tasks can also be charged this way. |
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Starting with version 5.0, you can highlight Tasks and Appointments in the Calendar according to whether or not they have been charged. Charged Appointments and Tasks appear in green, and non-charged Appointments and Tasks appear in red. You'll be able tosee what's been charged for and what hasn't been with just a glance. This feature is a very helpful tool for capturing more billable time! |
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To use this feature, click the "Highlight Charged" button in the Calendar window. This will highlight both the Calendar view and the Appointments and Tasks list view. |
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Enhanced! Show charges created from an Appointment or Task |
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In CommitCRM, a convenient way to charge for an appointments is by right-clicking the Appointment in the Calendar and selecting the Charge Appointment option. Tasks can also be charged this way |
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Starting with version 5.0, you can easily see which charges were created from a specific Task or Appointment. Just right click on the Task or Appointment in the Calendar and select the "Show charges which were created from the Appointment/Task" option. |
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Enhanced! Display Appointments marked as Done |
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You can now see which appointments have been marked as "Done" when viewing the Calendar window. This can help you to easily identify which Appointments (on-site visits) have been carried out and which are still outstanding. This may also help you track Appointments/visit should still be charged for. Use this feature in combination with the new "Highlight Charged Appointments" feature, which allows you to easily see which Appointments have been charged for and which have not. |
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Enhanced! Sort tasks and appointments in the list view |
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When viewing the Tasks or the Appointments list in the Calendar, you can now sort this list by clicking the column headers, just like anywhere else in the system. This feature can help you to sort and group appointments and tasks according to the date, time, employee, and other fields. To use this feature simply click the relevant column header in the list view. |
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Enhanced! New auto-formatting option for Appointment descriptions (optimized for Outlook®) |
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Appointments that are created from the Dispatcher window can contain the account and ticket information in the Appointment description. Starting with version 5.0, the format in which this information is displayed is now designed for better usability and is optimized to be displayed in Outlook calendars when synchronizing your calendar with Outlook. |
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The new format includes: |
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1) Account name, Contact, and ticket number in the first line of the Appointment (goes to the appointment's Subject in Outlook) |
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2) Address in the second line (goes to the appointment's Location in Outlook) |
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3) Ticket number and description on third line (goes to the Appointment description) |
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Enhanced! City, State, and Zip Code within the Appointment description |
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Appointments that are created from the Dispatcher window can contain the Account and Ticket information in the Appointment description. Starting with version 5.0, the account details also include the city, state, and zip code for this account. This can be handy when synchronizing the appointment with Outlook and then searching for the address with your navigation tool. |
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Enhanced! Secondary Contact details within the Appointment description |
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Appointments can contain the Account and Ticket information in the Appointment description. Starting with version 5.0, the account information includes the main account address details as well as any secondary contact information with a different address. The secondary contact address details appear within the Appointment description as well (great when working with accounts that have several offices/branches). |
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Enhanced! Validate that a ticket has charges linked to it before closing |
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This new validation test is designed to help you capture more billable time and make sure all tickets are being charged for. This feature can help remind technicians to log all the work performed prior to completing the ticket. |
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When completing a ticket and changing its status to Completed (Closed), the system performs some validation tests to make sure you don't forget any actions that need to be performed prior to closing the ticket. Starting with version 5.0, the system will check and alert the user when closing a ticket that has no charges linked to it. The technician can then decide whether to quit closing the ticket and add the missing charges first, or to continue closing the ticket. Administrators can program the system not to allow technicians to close Tickets that have no linked charges, or to completely suppress this option (see Tools > Options > 'Tickets (Admin)' tab). |
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Enhanced! Validate that a Ticket has no pending Tasks or Appointments before closing |
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This feature is designed to make sure all activities linked to a Ticket have been completed before a Ticket is closed, ensuring that all tasks needed to complete a job properly have been performed. |
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When completing a ticket and changing its status to Completed (Closed), the system performs some validation tests to make sure that you don't forget any actions that need to be performed prior to closing the Ticket. Starting with version 5.0, the system checks whether there are any remaining Tasks or Appointments in the Pending tab, and alerts the user if there is. Technicians can decide whether to quit closing the ticket and take care of the pending tasks and appointments first, or they can continue closing the ticket. Administrators may also program the system not to allow technicians to close tickets with pending activities, to prevent mistakes, or to completely suppress this option (see Tools > Options > 'Tickets (Admin)' tab). |
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New! New Charge from Asset |
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This new feature allows you to easily bill your customer for hardware products sold to them by creating charges directly from the Asset window. Creating the Product/Part Charge this way will copy the relevant data from the asset into the charge details, such as the linked account details, asset name, asset code, serial number, price, etc. |
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To add a new charge based on an Asset record, open the Asset window, go to the More Actions menu on the toolbar, and select the "New Charge from Asset" option. |
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New! New Charge from Document |
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This new feature allows you to easily bill your customer for any documents worked on. For example, you can charge for the time spent during the documentation process of the customer's network configuration. You can now enter charges directly from the document window. This will copy relevant data from the document properties into the charge details, such as the linked account and ticket details and the document title. |
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To add a new charge from the document, open the Documents list, select the relevant document, open the More Actions menu on the toolbar and select "Create a charge from the document". |
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New! Assign default appointment colors for employees |
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Each employee can now be assigned with a default color for new appointments. The color is assigned to the appointment when dispatching an appointment for this employee or when creating an appointment from anywhere in the application. The default color will be assigned for the appointment when the appointment is being created, and you can change this color if required directly from the Appointment details window. |
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By using this feature, you can easily see who is assigned with the appointments, not only when viewing the dispatcher, but also when viewing the calendar in a weekly view. |
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Assigning a default color can be done from the Employees window, under the Employee tab. The change takes effect only for new appointments created after the default color has been assigned and does not affect any appointments or tasks created before the color was assigned. |
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New! QuickBooks: Include Not-Billable charges in Invoices |
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CommitCRM helps you track work performed and other expenses by entering charges into the system (labor, product/part and expenses). Each charge can be set as "Billable" or "Not Billable," with only "Billable" charges being billed to the customer. When using the Commit-QuickBooks Link, you can create QuickBooks Invoices based on Commit Charges in order to bill the customer for billable charges. |
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Charges that are "Not Billable" usually represent work that is covered by a service contract, and is therefore not billed to the customer as a separate item. Still, in many cases, companies like to itemize their bills to show their customers all the work that has been performed, including the work that has been performed under a contract. |
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Starting with CommitCRM 5.0, you can include Not-billable charges in the invoice. Not-Billable charges are displayed in the invoice, however, they do not affect the invoice total. Not-Billable charges show a zero billable total amount. |
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To include Not-Billable charges in a QuickBooks invoice generated from CommitCRM, click the "Include Not Billable Charges" button when selecting which charges to include in the invoice. Clicking this button again will hide Not-Billable charges. Administrators can set the system to always include the Not-Billable charges from Tools > Options > QuickBooks. |
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Enhanced! QuickBooks: Generate more readable QuickBooks Invoices by adding blank lines |
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Starting with CommitCRM 5.0, when creating an invoice using the Invoice Creation Wizard, you can design the invoice to include new blank lines in order to space the invoice up and make it more readable. Adding blank lines to the invoice can be done from the Invoice Creation Wizard window, by clicking the Add New Line button during the Invoice Lines phase. |
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New! Print various reports to PDF directly from the Web Interface |
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The Web Interface now allows for printing to PDF directly from your browser. This powerful ability provides access to several reports which were not accessible via the Web Interface previously. It allows you to access several reports including customized ones, directly from the Web Interface browser. |
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For example, you can now print the same technician service forms you print when using the CommitCRM client application, including your customized layouts. |
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When printing using this option, the PDF files will be downloaded to your local computer. |
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Note: The Print to PDF feature works only with English based fonts (other languages fonts are not currently supported for PDF printing). |
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Printing to PDF is easy and is available from any Web Interface screen, by using the "Print to PDF." option. |
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New! Document Uploads via the Web |
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Employees can now upload document files via the Web Interface and update existing documents. This feature allows employees to download a document, update it, and then upload the updated file back to the CommitCRM system, all via the Web Interface. |
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You can use this feature to work on a proposal document at home and then upload it. Technicians can download the customer network configuration document, update it according to the changes they perform, and upload the document once the changes are complete. |
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To upload a document, open the document window in the Web Interface for 'View" and click the "Upload" link. You can also edit an existing document or create a new document, and use the "Save and Upload" button to upload the file. |
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Using the Upload feature requires some special setup-see more details on in the Setup Guide, under Document Download and Upload Settings section. |
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Enhanced! Document download for customers |
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Customers can now download documents that are linked to their account and are marked as "public." This new feature allows you to provide better service for your customers by allowing them to download documents, such as network settings or instructions designed specifically for their needs. |
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To allow customers to download their files, a system administrator should set the customer's download settings. Document(s) to be made available to customers need to be defined as "public" in the system. See more details in the Setup Guide, under Document Download and Upload Settings section. |
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Enhanced! Allow setting tasks and appointments as "done" via the Web Interface |
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Employees can now mark Tasks and Appointments as "done" when working over the Web Interface. |
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Technicians can now perform all parts of the workflow-complete Appointments and Tasks, enter charges, and close tickets, all from the Web Interface. An Appointment or Task marked as Done over the Web Interface behaves exactly as Appointments or Tasks marked as Done in the client application. |
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To set an Appointment or Task as Done via the Web Interface, go to the Appointment/Task window and click the Done link to change the status. |
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Enhanced! All Online Services are now available via the Web Interface, including those for Accounts, Tickets, Assets, Items, Opportunities, Contracts, and Knowledge- base articles. |
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Online Services have been expanded in this release to support all types of entities, such as Tickets, Assets, Items, and more. Using the Online Services with data from these entities can be very helpful and provide great flexibility and an option to open external web-base programs and send them data from the system as parameters. |
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All Online Services are available via the Web Interface, allowing you to access the information from any Web Interface screen by clicking the "Online Services" link. |
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There's More!
In addition to all the features listed above, there have also been general bug fixes; and other performance enhancements. |
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| CommitCRM 4.5 |
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| Only six weeks after the successful release of version 4.4, Commit announces the release of CommitCRM 4.5. Like the previous upgrade, version 4.5 improves the user experience, offering new and exciting features for Commit's client application and Web interface, most notably the all-new Knowledge Base module (free of charge when upgrading your system). |
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New! Knowledge Base
Manage your own knowledge base to help technicians and clients resolve problems faster! Commit's Knowledge Base module is a new part of the CommitCRM application and it allows you to manage articles, categorize and attach documents to them, and more, all from within Commit. |
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The Commit Knowledge Base provides you with the following benefits: |
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Better and faster customer support: Access to the Knowledge Base provides quicker problem resolution and 24 x 7 Web customer self-service |
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Reduced operational costs: When employees and customers can solve problems more independently, call volume is reduced, allowing existing support representatives to serve more customers |
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Reduced employee training time: The Knowledge Base enables new and existing employees to acquire job knowledge faster, reducing training time and providing higher job quality |
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Centralized and retained employee knowledge: A streamlined knowledge base prevents knowledge from disappearing when an employee leaves the company |
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| Commit's Knowledge Base is a fully integrated solution, which allows employees or customers to access articles from anywhere - using the CommitCRM client application or the Web interface. This system allows you to turn resolved tickets into articles in a single click. It also offers flexible categorization options, including allowing for new fields to help create your own company-specific category system. |
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| This new module is free for all users upgrading to version 4.5! |
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| You can read more about using the Knowledge Base in the Knowledge Base User Guide. |
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Enhanced! Web Interface
The Commit Web Interface has been improved even more and it offers new exciting features: |
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Online Services via the Web interface - Commit's Online Services are now available from the Web Interface as well! This powerful feature allows you to easily link to Web sites (URLs) and activate the Web application using parameters taken from Commit. You can define as many online Services as you wish. |
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Technicians can now find an address for a scheduled visit with just a single click when on the road! You can do this by defining an Online Service that opens map sites (e.g. Google Maps, Yahoo! Maps, etc.) and the map will open automatically on the address of the Account or Contact stored in Commit. |
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You can read more about this powerful tool here. |
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Opportunities - The Web interface now allows you to add and update sales opportunity records directly from the Opportunities tab. Now you can start working on the next Opportunity even faster than before by automatically assigning it to someone in the office, defining new tasks for the Opportunity, update the opportunity description, amount, probability etc. |
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Click the Opportunities tab from the Web interface's main window, or create new Opportunities directly from the Account window. |
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Items - You can now add and update Items from the Web interface. This allows you to offer new services on the fly when you are on-site, and enter the charge right away with the new item |
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You can view, edit, and add items all from the Items tab. |
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Knowledge Base via the Web interface for employees!
The new Knowledge Base feature is now available to employees via the Web interface. This way your technicians can easily find solutions for problems while on-site at a customer. They can also add new articles so other technician will be able to resolve similar issues faster. |
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Knowledge Base via the Web interface for customers!
Reduce customers' inquiries and phone calls by letting them access the Knowledge Base through their Web interface. This way your customers can resolve problems on their own.
You can easily determine which articles will be available for customers, and which will be available for employees only. Click here for more information on the knowledge base feature. |
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There's More!
In addition to all the features listed above, there have also been general bug fixes; and other performance enhancements. |
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| CommitCRM 4.4 |
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| This release is all about automation and efficiency, it provides significant improvements to Commit Web Interface including the following: recent items, Quick-Add options, file downloads and much more; new MSP integration for easy conversion of MSP alerts to service Tickets; new custom pricing configurations for specific customers or contracts; advanced business analysis filtering options; support for QuickBooks Australia; and more |
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New! Custom Pricing per Account or Contract
No more trying to remember different hourly rates for different clients! Now you can set unique employee rates and Item prices for specific Accounts or Contracts which will be used automatically. |
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Some of the features of Custom Pricing: |
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Define custom prices at the Account or Contract levels. |
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This means that you can even have different rates for the same customer depending on the service Contract in use |
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Automatically uses the Custom Pricing for every Charge logged for a specific Account or Contract so you never have to look at agreement terms again |
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Save time by defining global adjustments for employee rates or item prices.
For example, you can set a global 10% discount for a customer, and this discount will always be automatically applied to any Items or charges for this customer. You can also set a global fixed hourly rate for all work for specific customers, regardless of which employee does the work and what their standard hourly rate is |
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Define rate or price exceptions for specific employees or Items that will be used only when charging for them |
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New! Automated Emails & MSP Integration
The new Automated Email feature in Commit processes incoming emails that have been sent to the Email Address defined for the Email Connector. The emails processed are from automated sources, such as an MSP alerting application, and the Automated Email feature analyzes the email's header/body in order to create the relevant Tickets in Commit. |
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The Automated Email feature allows you to define a set of rules that will help the system detect automated incoming emails which contain information about specific customers, and create Tickets for them. |
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Using the Automated Emails feature you can now integrate CommitCRM with leading MSP systems such as Level Platforms' Managed Workplace®, N-able' N-central, and many others |
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Note: This new feature is a part of Commit Email Connector add-on module. |
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Enhanced! Commit Web Interface |
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Commit Web Interface modules have been significantly improved: |
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Instantly add new records - You can now add new records, such as service Tickets, Assets, Charges, Appointments etc., from any page you are viewing including the homepage. No more drill-downs required |
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Recent Items - View items that were recently used by selecting the Go To Recent Items option that is available on any page. Just one click, and you can see all of the recently visited pages: Accounts, Tickets, Assets and any other item type |
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Workflow enhancements - Easily create new records based on, or for other records, from an easily accessible menu: convert a Task into a service Ticket, add a new Ticket for an Account, easily Log a History Note for an Appointment, Add a Charge based on a Task, etc. The system will automatically copy the related data from the original record to the new one, and will keep a link between the records when relevant |
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Document downloads! Employees can now download documents stored in Commit. Easily download the proposal you've sent to your customer, download technical information while on-site, etc. Everything is one click away! |
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Numerous design improvements - the Commit Web Interface is now more pleasing to the eye |
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Firefox 3.0 - Commit Web Interface is now compatible with Mozilla Firefox 3.0 web browser |
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Enhanced! - Easier Item filtering
You can now easily filter out suspended Items from Item lists with one click, instead of using the advanced filter. Select the new "Hide Suspended Items" flag on the Item window's tool bar to view only active items |
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Analyze Business Activity Better!
New Advanced Filtering Option for Reports
Now you can create Reports that only show you the exact information that you want thanks to the new advanced filtering option that was added to various Reports. |
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Examples (many other options are available): |
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Filter Ticket reports to display only Tickets related to Accounts to which a specific employee is assigned |
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Filter Charge reports to display all Charges logged for Block of Time Contracts that belong to Accounts which are assigned to a specific employee |
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Filter Charge reports to display only Charges for Completed Tickets that belong to Accounts of the type 'Law Office' |
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To use advanced filtering, click the Expand button in the Report Generation Window, and go to the Secondary Filter (Advanced) tab. In this tab, you will see the available advanced filters for this report. |
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Enhanced! - Charge Cost reports
Analyze your profitability and identify the products/parts where price changes will affect your bottom line the most. A new Charge Cost report was added under Reports > Charges, which calculates the cost of Items and displays it in the report, next to the actual price used for the items while logging the Charge. |
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Enhanced! - Charge Non-billable Reports
Now you can omit non-billable charges from the total amount displayed in Charge Reports, while still displaying all non-billable activity so that clients can have an overview of all the work you have done for them. You can generate this type of report from the Report Generation window by selecting the "Not Billable Charges included in summary" flag. |
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Enhanced! - Appointments in Technician Service Forms Reports
You can print Technician Service Forms with all the information you need. |
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A new Technician Service Form report format has been added called 'Technician Service Form4' which now includes the Pending Tasks and Appointments for the Ticket (in addition to all the usual information found on these forms). This new feature enables you to print out all service forms for Tickets that have schedules for a given day, and even see the schedule times on the service form itself. |
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Added - Integration with QuickBooks Australia 2008/9
QuickBooks Australia Pro 2008/9 and QuickBooks Australia Premier 2008/9 editions have been tested with CommitCRM 4.4. You can now enjoy the benefits of the Commit-QuickBooks Link add-on module and use the link between the two systems to streamline your business processes and save time.
Note: this integration works in US compatibility mode. No changes were performed to specifically use it with the Australian edition of QuickBooks. When setting up the link between the systems, you need to tell the system that you are integrating with a US edition. To do so, make sure to select the US QuickBooks edition under Tools > Options window, the QuickBooks tab > US. |
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There's More!
In addition to all the features listed above, the following has also been improved: Better refreshing in the dispatcher window, general bug fixes and performance enhancements. |
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| CommitCRM 4.3 |
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| This release is all about automation and efficiency: convert incoming customer emails into Tickets; email alerts for new events; turn Sales Opportunities into Jobs; easily add new time charges using the enhanced timer; find uncharged service tickets and more... |
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New Module! Commit Email Connector
This new module helps keep your email organized so you never miss important client communications. |
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The Email Connector server pulls incoming emails from your mail server, processes the email and performs one of the following actions: |
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Email to Ticket- The Email to Ticket feature identifies the Commit Account which matches the "From" address of the incoming email, and then opens a new Ticket in Commit, and links it to that Account. Email matching is performed on the Email1 and Email2 fields of the Account, and also on the email fields of the secondary contacts for the Account. |
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API by Email - This feature analyzes incoming XML formatted emails and performs the actions written in them. This is essentially an API for the Commit database, which can allow you to perform many actions. For example, you can use this API to link to external systems, send forms from your own website (e.g. allow clients to update their Account details via your site), and more. |
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| Additional Email Connector Capabilities: |
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Send Automatic email responses to customers and notify your support for each email response |
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Works with POP3 mail servers, including Exchange server with POP3 enabled |
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Identifies incoming emails related to already existing Tickets and automatically forwards them to an internal Support Team Email for manual handling, without opening a new Ticket |
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You can read more about Commit Email Connector add-on module here. |
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New Module! Commit Alerts Server
Commit Alerts Server module lets you define rules that will send automatic email alerts as a result of certain system events. The rules are based on the user's role (Ticket Manager, Account Manager, etc.) and the type of events defined in the rules. |
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This add-on module can help you keep your technicians up-to-date on any changes made by other employees, to data for which they are responsible. |
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Commit Alerts Server allows you to: |
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Send Email Alerts to Account Managers – Account Managers can receive automatic alerts for new activities related to Accounts that they manage, such as new Tickets, new Appointments, new Documents, new Charges, and more. |
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Send Email Alerts to Ticket Managers – Ticket Manager can be notified when new Tickets are assigned to them, or when any changes are made to Ticket status, priority, etc. |
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Send Email Alerts to Employees – Employees can stay updated on any activity concerning them, such as new Appointments, new Tasks, etc. |
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Send Email Alerts for ALL Tickets – Email alerts can be sent to notify the relevant users, such as Dispatchers or Accountants, on any new tickets that have been opened, or Tickets that have been closed and are ready to be billed. |
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You can read more about Commit Alerts Server add-on module here. |
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New! Save Display Settings – Users can now save their own display settings so that they can reuse the display that is most comfortable to them every time they log in. This can save time, and allows you to arrange the windows as you prefer. |
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Save Display Settings features: |
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Save window locations – Move windows, such as Accounts, Tickets, etc., around on your screen, and resize them as you like. These window locations and sizes will be saved for the next time you log in to Commit. |
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Save tab size – You can resize the tabs section on your display, and it will be saved so that each time you open a new window, the ratio between the top part of the window and the tabs on the bottom will be the same. |
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Save current filters – If you use filters when viewing lists (such as for Accounts, Tickets, Dispatchers, Employees, etc.), you can save the current display so that each time you log in to the system, the same filter will be displayed. |
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Saving the Display settings is performed from Windows menu > Save Current Open Windows configuration for Next Login. |
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New! Create New Tickets from a History Note - You can now create a new Ticket from a History Note. This option helps you streamline Ticket creation by enabling you to create a ticket directly from a History Note that was added directly for the Account. For example, a potential customer calls in and you log the call using a History Note. Soon, they become a client and sign a deal. Now you can just open the History Note, and create a new Ticket directly from within it. |
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To activate this option, you can open the History Note details window, and click More Actions > New Ticket from History Note. |
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New! Create New Asset from a Charge - You can now create a new Asset directly from within a Charge record (usually a Parts Charge). This way you can easily convert a sold Part into an Asset which will be automatically linked to the Account. Creating a new Asset from a Charge will automatically copy important details from the Charge into the new Asset's fields, such as the Asset Code, the Asset Name, the Account, Contact, Parts Quantity, Price, and more. |
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This option is available from the Charges List window or from the Charge Details window from Charges > Create Asset from Charge. |
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New! Create New Ticket, Asset or Contract from a Sales Opportunity
You can now create a new Ticket, Asset or Contract out of a Sales Opportunity. This will help you streamline your sales process and convert it into action items. |
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For example: |
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You win a new service contract with a customer. You can easily convert the Opportunity into a Contract, which will automatically be linked to the Account and will contain the job service agreement description. |
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You win a server sales opportunity with an existing customer. Just create an Asset which will be automatically linked to the Account and will contain the sale details (type, price, description, etc.). |
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You win an installation job at an existing customer's site. You turn it into a Contract or Ticket (depending on the size of the job) which will automatically be linked to the Account, and will contain the job description, etc. |
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Creating Tickets, Assets or Contracts from Sales Opportunity will automatically link them to the relevant Account and Manager, and will copy details from the Sales Opportunity, such as the Description, Name (for Contracts), Price (for Assets) and more. |
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This option is available from the main Opportunities window on the More Actions menu . |
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Enhanced! Timer Window - The Timer window has been improved in the following ways: |
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Displays the Ticket Number – when you activate several Timers at once you can now easily keep track of which Timer belongs to which Ticket. |
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Notes Field – You can now enter Notes right in the Timer window, and if you create a Charge directly from the Timer window, these Notes are automatically copied into the Charge Description. |
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Enhanced! Tickets with scheduled Appointments Reports - This advanced filtering option for Ticket reports allows you to easily print Ticket reports for all your scheduled visits for specific dates. |
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You can filter the Ticket reports to print Tickets which have scheduled Appointments in the calendar, for specific dates and employees. This is useful in certain situations, like when you have on-site appointments, and you would like to print out all the Technician Service Forms so that you have the information on hand. Now you can print out all the Service Forms at once, by filtering: All Tickets + scheduled for tomorrow + where I'm the Appointment owner. |
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This option is available from the Report Generation Window, for all of the Tickets reports. To activate the filtering, check the Filter according to Appointments checkbox |
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Enhanced! Easily Find Tickets with no Charges - This new filtering option for Ticket reports helps you track Tickets with no charges. You can filter any Ticket report to display only Tickets with no charges linked to them, i.e. Tickets where no work has been logged. |
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You can combine this filter with the Ticket Status filter, and easily find all Completed Tickets with no Charges. This way you can easily find uncharged Tickets and add the missing charges in order to bill your customers. This will help you capture more billable time and parts used, so you can bill your clients for every appointment and all work done |
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This option is available from the Report Generation Window, for all of the Tickets reports. To activate the filtering, check the Include Only Tickets with No charges checkbox. |
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Enhanced! Advanced Ticket Search - More search options have been added to Ticket search, including the ability to easily search for any text in any field in a Ticket, such as the Description field, Resolution and Notes. In addition, the Ticket's search panel has been enlarged for greater ease of use. |
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Enhanced! Contract Name Field - The Contract field has been lengthened, and you can now use any meaningful name for your Contracts. |
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Enhanced! Official Support for Intuit® QuickBooks UK/Canada 2008
The UK and Canadian QuickBooks 2008 versions are now officially supported when using the Commit-QuickBooks Link (QuickBooks US 2008 is already supported). UK and Canadian users who use the QuickBooks 2008 edition should make sure to select the correct QuickBooks version in the Tools > Options window, under the QuickBooks tab. |
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| CommitCRM 4.2 |
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New! Online Services - Commit's Online Services are a powerful new tool that allows you to access different web sites and use them in combination with your Commit data. |
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To use this new feature, you need to define Online Services within Commit. You can define an unlimited amount of Online Services. |
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Examples:
If you want to find out how to get to the office of one of your Accounts, simply set up an Online Service which opens Google Maps (or any other map site) and activates the service with the address stored in Commit.
Or you can set up an Online Service that automatically searches Google for a business' name listed in your Commit data. |
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Online Services are easy to define and use, and can be activated from various places in Commit such as the Dispatcher Window, the Account Window, secondary Contact selection field and more. |
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You can read more about using this new feature and how to add Online Services here. |
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New! Email signatures - Employees can now create a personal signature to be used in emails sent with Commit. The signature can be edited from the Employee window under the Employee tab or from Tools > Options. > Accounts tab. |
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Enhanced! Email from Ticket - The format of emails sent directly from a Ticket has been enhanced and now provides more information about the Ticket in the email. This allows technicians to learn more about the Ticket by reading the email only, so they do not need to go into the system in order to get the information. |
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The new email format includes: |
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Ticket number and Status (also appear in the email subject). |
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Ticket Open and Due dates |
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Ticket Resolution (if exists) |
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Account and Secondary Contact information such as Addresses and phone numbers. |
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This allows the technicians to get all necessary information so that they can schedule the work and discuss the Ticket status with the relevant Account contact, all from within the email! The new enhanced email format is especially useful for technicians on the road who receive emails to their PDA and wish to check the Ticket information immediately, without having to use Commit Web interface for the basic Account and Ticket details. |
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Enhanced! Commit Web Interface for Customers - The web interface for Customers has been significantly enhanced in this version and now allows your customers to view much more information and add their own notes to the Ticket. This will help you keep your Customers up to date with the Ticket status and expected activity. |
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The new features for Web Interface customers include: |
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View existing History Notes and new ones |
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This enables you to discuss issues with your customers |
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View details for Assets |
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Customers will enjoy the enhanced service where they can see the details of their Assets |
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View details for Contracts |
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This will dramatically reduce the number of calls by customer seeking information on the status of their Contracts, i.e. how many hours are left, etc. |
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View details of Charges |
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Customers can now view all Charges added under their Tickets and Contracts. This adds transparency to the services you offer to your customers and increases customer satisfaction. |
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You can control which features will be available to your Customers from the Tools > Options > Web Interface tab. |
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Updated! Charges Field1 - The Field1 (customizable system field) of Charges is now displayed in all Charges grids/tables, including when generating a QuickBooks Invoice. |
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Updated! Dispatcher Refresh - When creating a new Ticket or updating the "Show in Dispatcher" flag by clicking on the left-most column in the Tickets lists, it will automatically update the opened Dispatcher windows to include this Ticket without clicking the Refresh button. |
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Updated! Charges Reports - The date range used to filter Charges reports is now displayed in all of the Charges reports. |
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Updated! Documents list - Icons for PDF documents are now also displayed in the documents list. |
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Updated! Commit-QuickBooks Link - New privileges are added to control which users can use the Commit-QuickBooks Link (in addition to the Financial Charges Link) |
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| CommitCRM 4.1 |
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Commit now officially runs on Microsoft® Vista® |
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Commit now officially supports integration with Microsoft® Office 2007, including support for new document types and template file formats - .docx and .dotx |
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New! Secondary Contacts can now be imported for selected Accounts in Commit |
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New! Data Export Wizard now lets you easily export data from Commit. With the Data Export Wizard, you can integrate with other software packages, analyze your business data and more. You can also easily select the data fields to export, the filter criteria and the export file format. Save the selected fields for export as templates and use the templates for future exports |
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New! Commit Outlook Sync module now lets a single user perform a sync for other users. For example, the Dispatcher can now schedule on-site visits for technicians and select to sync their Outlook with Commit in a single click (Exchange® server is required) |
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New! Web Interface - 'Technician Service Form Including Taxes' report has been added and can now be printed on customer sites. This new report calculates the taxes and displays them so the customer will know the total amount for the service ticket |
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Updated! Quickly add new records using the plus (+) button available on every record selection field. For example, easily add a new Asset while adding a new Ticket; add a New Item while adding a new Charge; add a new Contract directly from the Ticket details window; etc. |
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Updated! Activate a new Timer directly from the Tickets and Contracts toolbars, or do so even faster using the new keyboard shortcut: Ctrl-T |
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Updated! Memo field font size is now larger by default, making reading description and memo fields much easier. Each user can set their preferred font size using the Options. window > General tab |
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Updated! The 'Monthly Hours Summary by Employee' report that displays a summary of total daily/monthly work hours can now be printed for selected employees |
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Updated! When sending Outlook email from Commit, a new Outlook Email message will immediately open without the Outlook Security Message being displayed (except in rare situations). This streamlines the process of sending Outlook email directly from Commit |
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Updated! Document lists now display an icon for the document file type! Now you can tell the type of document at a glance, whether it's an email you filed from Outlook, a scanned document, a picture, a Word® document, Excel® spreadsheet, etc. |
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Updated! When dragging-and-dropping an email from Outlook into Commit in order to file it under the relevant Account/Ticket, the email date is used as the document record date, rather than the current time |
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Updated! The Report Designer now supports many more data fields that can be added to your customized reports |
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| CommitCRM 4.0 |
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New! Batch Copy of All/Selected Expiring Contracts to new Contracts for the next term (Contracts window > Contracts menu > Batch Copy Contracts for New Date Range) |
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New! Due Date for Tickets - Make sure you solve open issues on time |
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Updated! Easily Send Tickets that need Dispatching to the Dispatcher (Set in New Ticket window / Mouse click on the Tickets list) |
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New! New professional looking Technician Service Form report formats - Now with the ability to show Ticket's Charges (Printed directly from the Tickets window or from the Reports window > Charges category). |
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Updated! Commit-Outlook Sync module now syncs even faster without any Outlook security alerts (except in rare situations) |
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New! Import Asset records from external data sources (Excel, CSV etc.) - Now can be performed directly from the Assets tab of an Account |
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Updated! One-click export to Excel, HTML, Text (CSV) etc. of any data table/grid of records you see - Now activated from the toolbar in all windows |
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New! Firefox browser support - use the Commit Web Interface modules in your Mozilla Firefox browser |
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New! Maximum security - Use your SSL certificates with the Commit Web Interface to use encrypted Https: connections |
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New! Apple® Mac® users can now access and manage Commit data on their Macs using the Commit Web Interface module and a Firefox browser |
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New! New Web Interface features now let you create and edit Accounts and Asset records, as well as Tickets, Appointments, Tasks, History Notes, Charges etc. |
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Updated! Additional Customization options - You can now change data field names, labels and column titles |
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New! Dual Screen systems can now be fully utilized with Commit |
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New! Batch Delete of Imported Accounts - Have you imported hundreds or thousands of Accounts by mistake / twice? Undelete them in just one click (Tools > Import > Delete Imported Accounts) |
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Updated! New features for the Commit-QuickBooks Link - Set the system to automatically (previously manually) add employee name, ticket number and contract code to the invoice lines (Tools > Options. > QuickBooks). |
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New! Completely new look and feel - better navigation, easier to use, more user friendly |
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New! Numerous new minor features, enhancements and usability improvements |
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Updated! Better and faster alphabetical sorting, improved resizing options for the Commit main window and much more. |
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| CommitCRM 3.75 |
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New! Commit-Outlook Sync add-on module.
With the Commit-Outlook Sync module, you can enter information into Commit or Outlook and be assured that the information is synchronized and current in both programs. This feature not only saves you the time of manually entering data, but it also minimizes the data errors common to manual data entry. |
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The Commit-Outlook Sync module supports syncs of Commit Accounts with Outlook Contacts, Commit Appointments with Outlook Calendar Appointments and Commit Tasks with Outlook Tasks. |
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Performance enhancements and bug fixes. |
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| CommitCRM 3.7 |
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Asset Management - Track and manage customer equipment and software licenses/subscriptions easily with Commit Asset Management. Manage details about each Asset including name, code, serial number, warranty expiration date, purchase price, vendor information etc. Link trouble Tickets to an Asset record and easily view ticket history for a selected asset. Print Asset reports in a variety of layouts. Import Assets from various data sources including text files, Excel® files etc. The Commit Web Interface for Employees also lets you view all Asset details using a web browser so that when your technician is onsite, he can easily view the Asset details together with all the previously handled tickets related to the asset. |
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Email Alerts-Commit Web Interface for Customers - Respond faster to customer inquiries with Commit Email Alerts. You can now receive email alerts when a customer adds or updates a Ticket using the Commit Web Interface. Alerts can be sent to as many email addresses as needed. |
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Spell-Check - No more spelling mistakes thanks to Commit's new spell-check feature. You can now run spell-check in every window that includes memo fields. You can select your preferred dictionary: American or British, and whether to use a technical dictionary during the spell checking process. |
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Printing Ticket Reports - You can now print/preview any Ticket detail report layout directly from the main Tickets window. You can print a Technician Service Form and any other Ticket detail report without visiting the main Reports window. |
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Time Format Settings |
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Select your preferred time format: |
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12 hour - AM/PM display time format |
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OR |
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24 hour display time format |
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Page Size Settings for Printed Reports |
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Select your default paper size for printed reports: |
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Letter (8 1/2 x 11 in.) |
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OR |
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A4 (210 x 297 mm.) |
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| CommitCRM 3.65 |
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Enhanced! Commit Web Interface for Employees - Enables employees to print a Technician Service Form when logged in to the Commit Web Interface. This form includes the selected ticket details, information on related charges, and an area for customer approval and signature. Read more |
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Enhanced! Commit-QuickBooks Link - Generate QuickBooks invoices based on Charges entered into Commit. Invoices can be generated at the Accounts level, the Contract level or the Ticket level. Easily filter charge lists in Commit according to the QuickBooks invoice reference number. Read more |
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New! Support for the Canadian and UK Editions of QuickBooks - Canadian and UK customers of Commit can now use the Commit-QuickBooks link with their local edition of QuickBooks. Read more |
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New! Additional Report Formats for the Technician Service Form - Two new report formats have been added to the Technician Service Form. The Technician Service Form is a printed form which includes ticket details, an area for writing charges and a section for the customer's approval and signature. |
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Enhanced! Management of Charges - |
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Set a charge as Billable if you want to bill this charge to your customer, set it as Not Billable if the charge is not to be billed |
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Manage which billable charges have been Billed and which haven't |
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Note: This is done automatically when generating QuickBooks invoices for charges in Commit. Read more. |
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User Interface Enhancements - Selecting Accounts, Tickets, Contracts, Items etc. is now much easier! Simply start typing and a smart drop-down list will be displayed with all the relevant options. |
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| CommitCRM 3.6 |
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New! Enhanced Commit Web Interface for Employees - enables employees to access Commit data remotely using a web browser and their web username/password. They can then view various types of information in Commit including: Accounts, Tickets, Appointments, Tasks, Charges, Items, Contracts, Sales Opportunities, History Interactions and more. Employees can now add new tickets, update existing ones, add labor, part and expense Charges, manage their tasks, add interactions and edit their calendars. (Optional module). Read more |
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New! Enhanced Commit Web Interface for Customers - enables the creation of unlimited customer web users (multiple users can even be defined for each customer/account). Using a browser, your customers will be able to login to Commit remotely and view data which is relevant to them, including 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 Commit. (Optional module). Read more |
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New! Commit-QuickBooks Link - Run your computer services business more efficiently with our QuickBooks-compatible software designed to simplify routine business, accounting and financial management tasks. |
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With the Commit-QuickBooks Link, you only need to enter data once and it will appear in both Commit and QuickBooks. This feature not only saves you the time of manually entering data, but it also minimizes the problems of duplicate, redundant and wrong data common to manual data entry. Now you can synchronize your data between Commit and QuickBooks and ensure data accuracy, enhance your flexibility, and increase your control over your bottom line. |
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The Commit-QuickBooks link is an optional module. Read More |
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New! Import Customers, Vendors and Items directly from QuickBooks into Commit. This one way import utility is included in Commit for free and is designed for customers who don't need the bi-directional synchronizations options offered by the Commit-QuickBooks link. Records in QuickBooks not previously imported will be created in Commit. Records that have already been imported from QuickBooks will NOT be updated in Commit. |
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Calendar - Easily copy appointments to other employees. A new option in the calendar/dispatcher window toolbar let you copy selected appointment to selected employees in a single operation! |
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Performance enhancements and bug fixes. |
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| CommitCRM 3.5 |
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New! Commit Web Interface for Employees - enables employees to access Commit data remotely using a web browser and their web username/password. They can then view various types of information in Commit including: Accounts, Tickets, Appointments, Tasks, Charges, Items, Contracts, Sales Opportunities, History Interactions and more. (optional module). Read more |
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New! Commit Web Interface for Customers - enables the creation of unlimited customer web users (multiple users can even be defined for each customer/account). Using a browser, your customers will be able to login to Commit remotely and view data which is relevant to them, including open Tickets, closed Tickets and scheduled technician visits. (optional module). Read more |
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New! Enhanced user interface with many usability enhancements |
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New! Open Windows navigation pane enables fast access to open windows |
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New! Item Import Wizard let you import items (product/parts, labor items and expense items) from various data sources including Excel and Text files |
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New! Batch updates for existing items via the Item Import Wizard, such as price updates |
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New! Changes to data tables (grids), such as changing the column order or width, are saved between sessions |
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Charges: Start Time and End Time fields are now supported in charge records |
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Calendar and Dispatcher:
Drag & Drop support for appointments between employees and days
Graphically change appointment duration using the mouse |
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Enhanced "New Employee Window" |
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Many other new features and enhancements |
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| CommitCRM 3.1 |
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New! Contracts types - this new version has built in support for three new contracts types:
· Block of Time
· Block of Tickets
· Block of Money
The contract type is selected when creating new contracts. Tickets and Charges can be linked to these contracts and they reduce the contract's initial block amount with their values. Alerts are displayed when trying to over-use contracts. Usage reports are also available. |
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| CommitCRM 3.0 |
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New! Contract management module: Manage contracts/jobs for each Account, Link activities, tickets and charges to contracts, generate reports etc. |
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New! An enhanced New Ticket Window which displays all existing open tickets for the account, shows it's service contract details etc. |
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Bug fixes and small enhancements. |
