General
General discussions about using Pulseway PSA
203 topics in this forum
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I would really like to see an outlook add-in that can be pushed through office 365 to all users that would allow them to submit tickets with drop down menus for ticket type, sub-type, priority and description.
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Hi Pulseway Hero makers! The Export button (btnExportAll) works great. However, to get better reporting from this export. I would kindly ask if you could open up the following fields to be placed in the CSV file. Please kindly add the "Hardware assets" and "Software assets" fields for exporting If this is open source, I would gladly help to implement it.
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So I am really enjoying Pulseway, the systems are mostly well designed and work really well. They are simple and have no huge data entry overhead like other systems (Autotask). However, there are some improvements to be made in consistency through out the application. For example some text boxes for paragraphs of text allow you to tab into and out of them. Others don't some places where I click on a ticket opens the ticket in another separate popup window, others a new tab. The choices in made in some designs are really weird. For example, most save buttons are at the bottom of a dialog, a couple are at the top. That kind of change of process creates a headache wh…
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Hi there, We are using both PSA and RMM from Pulseway. In the last few weeks we are experiencing some weird behavior between PSA and RMM. We don't use the and never set up the integration, but after we delete the settings both in PSA and RMM, it still comes back. It is irritating us enormously and the support isn't helpful after creating several tickets. I hope someone can help us with this issue. King regards, Tim Roewen
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First Solar Winds and now Kaseya are in the news for being breached by Rusisa: https://www.hstoday.us/industry/kaseya-hit-by-cyber-attack-orders-server-shutdowns/ Has Pulseway been audited to see if it's supply chain for the code is breached?
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Hi, Is there a way to search tickets by Ticket Time entries (Notes) or by just Notes in a ticket. We are trying to find tickets that have specific notes in them and can only find a way to search by Title or Details. We are wanting to search by work done to find tech notes on resolutions.
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Hello and thank you in advance. Is there a way to have the default selection on noted be set to "Internal" I would rather have a technician accidentally hit send on a note that is set to Internal than one that SHOULD be internal and have it accidentally sent to the client. Thank you, dp
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I've been using Pulseway for a number of years. Now it's telling me that my subscription is expired. There doesn't seem to be anywhere to login and renew it through the website or the app.
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Hi, In the tickets, Batch Actions, I do not see Update "Contract" for Tickets. Is there a way to change tickets already in the system so they use the Contracts we setup "after" we started adding tickets? Gary
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I am trying to figure it out how the contract will work for my business. My Block of Hours Contracts are opened, meaning that a customer pay me for 10 hours and they will get billed as soon as the hours are used up, meaning it can be in a weekend, in one week, one month or 6 months, depending how often call for services. PSA bills on a recurring basis, so if the customer haven't use the hours in a month the system will create another set of 10 hours the next month for example. I setup the cycle to be Contract Length and use a 1 year date, but then my question is, how do I generate another contract for 10 more hours? Do I have to Manually Create another contract? What…
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It seems that Pulseway has made a philosophical decision that doesnt quite make sense for MSPs. I cannot find a way to select a group of computers on which to perform an action. Specifically, I would like to add Tags to machines across clients, install Webroot on groups of machines, or activate the new 3rd Party Patch Management. In each case, I would have to click into each machine or click the agent then add a Tag, or click install on each agent. If I wanted to install the Patch Management on 100 Machines it would require at least 300 clicks AFTER we identified which machines we wanted to include in the new policy. I know Pulseway is mobile forward, but there …
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Hi, In V4.0.17 the following was added to the release notes. Time Zone and Date/Time format for the Client Portal can now be configured via new fields on Account Location. (BMS-5337) (Tine Zone and Date and Time formats) I do now see Time Zone under CRM - Location for all of my clients, but it is blank. Is there a bulk way to change this for clients, or do I have to go into each client and make the change manually? If it is manual, can I suggest in the future when items are added that we can be given a way to bulk change information. I have way too many client locations to click and change the Time Zone info. Gary
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Hi guys, Is there any way to allow user-submitted tickets via a web-form or something on our website that would automatically map the appropriate fields within the PSA & assign it to the correct customer? I'd like to allow the end-users of the various businesses we look after to be able to create their own tickets directly from our website. Cheers, Martin
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When an opportunity has presented itself this has been raised on the system, however when we have then gone to start producing the quote, it appears that we are only able to add line items and not ad hoc items? There are many occasions that we will quote for non stock items on opportunities, can this be added? Thanks Craig
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When opening a ticket for PSA related issues, the support experience is very frustrating. The front-line techs seem to to have limited in-depth knowledge of PSA advanced features and always report they will reach out to back-end PSA team. The replies take days and often the original issue was completely lost in handoff. Is there a better route to access timely and helpful assistance for PSA (not RMM) related issues?
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Hi Is it possible to automatically email a user a customer survey after their ticket has been closed? Thanks, Nick
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Well, they're improvements in my estimation! Changes to some default settings Set a default invoice template so that I don't have to choose it every time Set Ticket Notes to "Internal" by default or at least make it an available choice Set "Work Email" and "Office Phone" as defaults on Contacts Set a default "Ticket Type" for new Tickets Set a default Queue for tickets Zapier Integration - I'd really like to integrate the PSA with https://www.quotientapp.com/ as the in built quoting is pretty terrible. It clunky and ugly and not likely to improve one's chances of getting a purchase order. Pleas…
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Hi, When adding inventory, the "Expense" and "Income" account fields are only drop down, and you can not type alpha in the fields for auto fill. BUT, just about everywhere else in the PSA you can do this. BUG? Gary
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I'd be very grateful if the team could schedule downtime and inform users in advance. I just came into work to start on a backlog and PSA is down. No notification of any kind. Disappointing. I've given up my Sunday and now I can't work.
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I've been setting up contracts in the system for MSP (recurring), time & materials etc. The setup of the contract seems reasonably straight forward, but they never show up for selection in the ticket entry screen. The drop down in the ticket screen is always empty. I've reviewed the docs multiple times and can't see what I've missed. I sent a message to support, but haven't heard back from them. In the meantime, all of my ticket activity is generating lots of billable time entries that it looks like I will have to manually adjust out - it will be a pile of work. Any suggestions?
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Hi all, Please check this video: https://youtu.be/h__wDKiPFIA I would like to add all our inventory in this system. Is it possible that if you place one of your inventory at a customer. You can place it under the customer? For example: I have listed "printer brother" for 100 dollar in my inventory hardware list. Customer1 needs a new printer. Engineer1 takes the "printer brother" and placed it at the customer. What should the engineer1 do now. Create a ticket and he can add the "printer brother" from the inventory in the ticket. Now we will see that the "printer brother" is not anymore in the inventory. Correct? In the f…
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we would like to see a campaign email section, to send out new updates and products to our cilents
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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
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Hello! We just got PSA installed and working, now we're wrestling with auto-assigning / auto-queue routing. Does anyone have some tips on how to get this working? I've been trolling through the manual, and checking the docs and forums, and I thought I had it narrowed down to Admin -> Business Processes -> Workflows, but that thing doesn't quite seem to have what we'd normally use (i.e. Enchant, SupportBee, Freshdesk all had a "If subject contains (your word here) then put in queue (your queue name)", where as I can't seem to find the analogous setting in PSA. Appreciate any help in advance! Mario
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Hi Guys, Can we remove all our hardware assets? I tried to import ammended ones over the top so I didn't have to edit 200+ items individually but it just added them to the list rather than overwriting them. Cheers, Martin
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