In order for QuickBooks to function with Microsoft CRM you must have version 4.7 or above of QoS-IT. If you are unsure of what version you have installed contact us to find out.Setup in Microsoft CRM Download and Install Sync Tool Install the Sync Tool Setting up the Sync Tool Running the QuickBooks processes Running the QuickBooks processes automatically Creating a workflow to queue Invoices for creation into QuickBooks Read More »
In order for QuickBooks to function with Microsoft CRM you must have version 4.7 or above of QoS-IT. If you are unsure of what version you have installed contact us to find out.
Setup in Microsoft CRM Download and Install Sync Tool Install the Sync Tool Setting up the Sync Tool Running the QuickBooks processes Running the QuickBooks processes automatically Creating a workflow to queue Invoices for creation into QuickBooks
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In order for MYOB to function with CRM you must have version 4.7 or above of QoS-IT. If you are unsure of what version you have installed contact us to find out. Installing MYOB ODBC Direct When you install your AccountRight software, the MYOB ODBC Direct driver is installed automatically. If you have uninstalled the driver, and need to reinstall it, complete the following procedure. If you already have it installed go to “Defining a company file as an ODBC data source” To install MYOB ODBC Direct Log in to Windows as the Administrator or Power User if your computer only allows people with administrator privileges to install programs. Using Windows Explorer, open the AccountRight program folder, and open the ODBCDirect subfolder. Double-click the setup.exe installer file. The Welcome window appears. Click Next. The License Agreement window appears. Read the agreement and if you accept it, select the I accept the terms of the license agreement option. Click... Read More »
New FeaturesMerge Case – New toolbar button “Merge Cases” in Case’s list. Select the 2 cases to merge. Case which was entered last or the case which has no jobs associated with it, will be merged with the case that was created first or has jobs associated with the case. Merge can be done for 2 cases for same Account / ContactJob Control Panel (JCP) – Create new service activity when you exit JCP if the job is not completedInvoice - Deactivate invoice when it is paid in full. Display deactivated 9paid) invoices on portalPortal’s date format (US / non US format) is read from CRM settings and displayed accordingly on portalOnsite travel time is reported to timesheetAllow Recurring Maintenance cases to be scheduled for all SLA Contract types.Open more than one JCP at a time while in Outlook, Service Calendar or Remote / helpdesk EntitiesPreserve text formatting entered in JCP when displayed in XSLT file (such as invoice or reports)Enhanced SLA Contract line:Monthly billing for the quantity of HW Devices attached to the SLA ContractInvoice all SLA Contracts each as a line item in one single monthly invoice (download Q4.6 updated workflows to take advantage of the new features)A toolbar button is available in the SLA Contract & HW Device to add or remove HW device from SLA Contract LineInvoiceDisplay total number of hours in monthly invoiceDisplay total Non-billable hours in monthly invoiceDisplay the total amount to be invoiced in the preview of monthly invoicesWhen case is resolved, the Billing tab shows details of what was billed Fix “re-assign job” functionalityNew workflow plugin to create invoice from any entityService Preferences in Account are displayed in Onsite JobView Service calendar button when assigning help desk & remote jobsIn Helpdesk Job / Remote activity – the default person that support is provided to is the Responsible Contact that that asks for helpdesk support is associated with the helpdesk jobRead More »
New FeaturesMerge Case – New toolbar button “Merge Cases” in Case’s list. Select the 2 cases to merge. Case which was entered last or the case which has no jobs associated with it, will be merged with the case that was created first or has jobs associated with the case. Merge can be done for 2 cases for same Account / ContactJob Control Panel (JCP) – Create new service activity when you exit JCP if the job is not completedInvoice - Deactivate invoice when it is paid in full. Display deactivated 9paid) invoices on portalPortal’s date format (US / non US format) is read from CRM settings and displayed accordingly on portalOnsite travel time is reported to timesheetAllow Recurring Maintenance cases to be scheduled for all SLA Contract types.Open more than one JCP at a time while in Outlook, Service Calendar or Remote / helpdesk EntitiesPreserve text formatting entered in JCP when displayed in XSLT file (such as invoice or reports)Enhanced SLA Contract line:
Invoice
When case is resolved, the Billing tab shows details of what was billed Fix “re-assign job” functionalityNew workflow plugin to create invoice from any entityService Preferences in Account are displayed in Onsite JobView Service calendar button when assigning help desk & remote jobsIn Helpdesk Job / Remote activity – the default person that support is provided to is the Responsible Contact that that asks for helpdesk support is associated with the helpdesk job
I was asked how to include the case’s work details in a workflow email sent to customer when case is resolved. The Case attribute “Resolution” (ask_resolutiontext) is created at the close case stage and saved to the activity type “Case Resolution”. It is easy to create workflow that sends an email when case is resolved and to include the work details from the case attribute “Resolution” in the email to the customer. What happens if all jobs are completed but the case is still active with the status “Ready for Billing”. At this status no other job can be created, but the case is not yet in “Problem Solved” status and therefore the work details are not available to be inserted to the email. Each time an activity is created (such as phone, email, remote, onsite) the activity’s details are stored in the description field of the Phone, Task or Email activities that are linked to the case. By creating new attribute in the case entity and using workflows associated with the phone, task & email activities we can merge the work details of all activities and store them in the case at the time each activity is completed.Note: Before you modify customization, export the existing customization and backup CRM.Firstly, create new attribute “Task Details” type “ntext” with maximum length of 2,000 characters. Add the new field to the Form in the Administration tab. Click and open the form properties. Select and open to edit the OnLoad event. Add the following JavaScript after the last line of the existing script:Read More »
I was asked how to include the case’s work details in a workflow email sent to customer when case is resolved. The Case attribute “Resolution” (ask_resolutiontext) is created at the close case stage and saved to the activity type “Case Resolution”. It is easy to create workflow that sends an email when case is resolved and to include the work details from the case attribute “Resolution” in the email to the customer. What happens if all jobs are completed but the case is still active with the status “Ready for Billing”. At this status no other job can be created, but the case is not yet in “Problem Solved” status and therefore the work details are not available to be inserted to the email. Each time an activity is created (such as phone, email, remote, onsite) the activity’s details are stored in the description field of the Phone, Task or Email activities that are linked to the case. By creating new attribute in the case entity and using workflows associated with the phone, task & email activities we can merge the work details of all activities and store them in the case at the time each activity is completed.
Note: Before you modify customization, export the existing customization and backup CRM.
Firstly, create new attribute “Task Details” type “ntext” with maximum length of 2,000 characters. Add the new field to the Form in the Administration tab. Click and open the form properties. Select and open to edit the OnLoad event. Add the following JavaScript after the last line of the existing script:
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