General

Presently every account we add to CRM, is also creating this account in RMM. So, vendors, distri's, partners we do not want in RMM, wil be created in RMM. One can en-or disable this global, but that is also not wanted as some accounts we do want them in RMM: our customers It would be perfect to have an option in accounts to select on a per-account base to have it created in RMM yes or no

Dear, We have setup the ticket system with email notification to the customer, the content of the note does get forwarded to the mail, however not the addons such as PDF or screenshots, is this possible to add or not?

we are currently looking at migrating from Syncro to Pulseway PSA/RMM . but finding some features are missing 1. autogenerated asset tag# 2. print asset tag label function (may a form that we can manually build) from with in the PSA asset or the RMM 3. print asset ticket

would be nice to be able to import lists for all drop downs

PSA is lacking a customer facing report / or i cannot find it in the reports . the attached is currently what we email out to clients on a schedule for basic ticket info and system status reports executive_summary_for_gca_of_southern_baptist_churches.pdf

Are all Hardware Assets & Software Assets must be filled in manually in the PSA? For example, each workstation serial number, computer brand, last login, installed software and more. Currently, it's all blank. This can be very time consuming entering all entries from the RMM asset info.

This would make it so much easier to tell if it is the users laptop or desktop.

Hey, fellow Pulseway users, I am quickly trying to create a better weekly or monthly ticket report for one of my clients than what is in the pre-canned system reports. I was wondering if any of your could share the reports that you use with me. I'm looking for a well-designed report and sometimes I think I may be overthinking it. I want it to include Contact, Client name, Ticket number, Title, created on, Due Date, Status, Priority, Primary Technician, time spent. I am sure that there are better and more useful reports being created out there. I'm also interested in what data you send to your clients that shows them the work done and the ROI. Any help is …

As a basic request when putting a ticket into a Help Desk system it needs to be required to fill in the Issue and Sub Issue types so the workflows can route the ticket to the correct departments. Without forcing this users do not use it.

Hi all, new here so sorry if this has been asked before. We have installed the RMM agent across 151 machines but 34 are not appearing in the PSA at all and others take a long time to, while some appear quickly. Has anyone managed to interpret what might cause this behaviour, or what the max time to appear in the PSA might be? Thanks EndzoneHero

Having trouble logging in today? I'm constantly getting Database Query Exception.

I would love the ability to either create a report or have a column that would show who marked a PSA ticket as complete. Currently, I need to go into each completed item to see who marked it complete. Having a report or a column with that information would be a huge time saver.

Hi, I'm importing inventory products using the API. You can set product cost from each supplier and also your sell price (Pricing level). But i can't find any way to set the Cost variable that is used as the actual purchase price: You can put in the prices for each supplier, but how do i use that as the cost for the product? The rest of the values can be set when adding or updating a product using the API Url: "https://server_name/api/inventory/products/" You can GET the Cost by using the API Url: "/v2/inventory/products/{productIndexId}/defaultcost". But i can't find any Url to post and update the cost.

I am currently unable to connect the e-mail parser to new company email. We changed from Google Gsuite to Office 365, but none of the configuration settings work. I am seeing the following message when testing connection. Aside from the issue of "$" in the password. Is there anything else I can be running into? Do they not support StartTLS? I have issues with outbound email setup as well as Email Parser. There is a pic of screen with error messages and config parameters.

Hello, we are looking for some help. 100% of our users reach out to our helpdesk via email in order to create tickets (aside from the general call in). We are trying to get it set up so that a reply back to our response for their support request doesn't generate a brand new ticket. However, when they create the ticket by sending in the initial support request, we answer (with a workflow to respond via email -- attached picture). I have also attached the template that goes out as well to determine if something needs to be added there. Basically someone sends in an email (Ticket #1 Need Printer Drivers Installed) > we respond triggering the work…

Hi, We use 3CX for our phone system, which integrates with a few different CRM packages. Is there any way to integrate the Pulseway PSA with 3CX phone systems? Has anyone looked at this, or tried the link? Thank you for your input. Gary

Despite adding additional hardware into our data center in North America, we are still seeing intermittent performance issues. To address this, we will be introducing a new load balancer to the pool at about 11:00am EST today (Feb 16). We apologize to any user affected by the issues over the past 2 days.

I'd like to make a request to add the following to a future release of Pulseway mobile app. We definitely love the mobile app as we can do many things on the go but we are missing a few items that I think would be beneficial: 1 - When viewing your own tickets there is no filter option. Completed, assigned and new are all displayed. 2 - Cannot assign Issue Type and Sub-Issue Type

We are looking at enabling the Client Portal. I see we can use the built in authentication but does Pulseway PSA support google authentication?

Our company is in the process of setting up the client portal. However, we noticed if a user selects "My Tickets", Assignee is not displayed or an option to add in the view. Also, if the ticket is selected, Assignee is not displayed under Details. We do have a workflow set up when a ticket gets assigned, the requestor is notified via email but we would also like the Assignee to be displayed in the client portal. How do we make this happen?

Please be advised that Pulseway PSA will be unavailable from 00:00 EST 18th Feb 2023 as will be upgrading the database servers used for psa.pulseway.com. We have scheduled this work to finish at 6:00am EST Saturday morning the 18th, but we expect the service to be resumed before then. We apologize for any inconvenience caused.

It would be really beneficial if we could get default from templates for each technician so we can apply our own signatures to the reply without having to select the reply template each time we reply to an email. This way we can have our signatures per technician and automatically apply the signature in our reply box since the existing signature set up applies beneath the entire [AllActivityDetails] placeholder and easily gets buried. Is this possible whilst retaining the email thread? Does anyone else have this set up already and working? We'd love that personal touch on our replies.

Currently we are using the email parser in our PSA which works fine but the tickets page does not update/show new tickets without refreshing the page, is there a way this could be done automatically? I began using an Edge add-in to automatically refresh the exact URL that is the tickets page but now the add-in has been removed from the store I am back into this issue again. I would be very interested if such a feature could be added as we would be able to respond to new tickets much faster this way. https://psa.pulseway.com/react/servicedesk/tickets

Can any administrator help me. I have lost my phone i have a new 1 can not log in to my new one asking for 2FA or Use one of My backup codes i do remember the email address but can not log in to that ether Thanks got it working had it on my tablet lol

Hi, I wanted to use Pulseway instead of a cloud server for monitoring, trying to upgrade from a free account to a team account but I get the following error when trying to upgrade through the pulseway web UI - I have also attached a screenshot. What do I need to do? I just want to add a few more devices. Thanks, CalvinNT "www.pulseway.com refused to connect."