General

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, if a Quotation is accepted I can create a Project, a Sales Order and something else that I can't remember. Most of the time, I just want to create a ticket with the quoted items added as Charges on the ticket.

Hello, I have a use case when you have a end user who is setup as a manager of their client portal, to be able to close tickets. Currently they can only add a note, but I need them to be able to close tickets that do not require service since that Manager is managing those tickets for their users.

Can Pulseway log how much data is going over a certain port for a certain time? I need to collect data for a specific port for a specific time frame on on a Local Windows Server that needs to me migrated to the cloud. TIA

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.

Invoicing Either through the billing automation or billing email template would it be possible to add an attachment field where we could include attached documents that should be added to each email e.g. terms and conditions. Quoting Similar to invoicing would it be possible to have an attachment field on the email template for documents that should be attached to each email. Ability to convert quotes to tickets as time entries quoted do not flow through to sales orders. Dispatch Calendar Would it be possible to set the dispatch calendar hourly blocks to use just one square in the table or reduce the height of the rows. Currently…

Hello, I am trying to make a template when I make a ticket so I can make the template fill in most of the info. Like issue type, prio, assignee and worktype. Where can such template be made since I cannot find this feature

Is there a setting in PSA to turn off the requirement for leaving a note here when resolving a ticket? Seems like it's meant to be optional but it's not for me currently. Thanks

Hi, We have a Windows server that uses 443 & 80 (Apache). Will there be any conflict if we install pulseway agent? Thanks

Hi, Is there a way where the tickets can be auto-resolved after follow-ups have been made or let's say within 7 days of ticket opening? Also if it can be re-opened later without affecting SLAs upon client's request? Any help or advise would be appreciated.

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

In regard to this article: https://www.bloomberg.com/news/articles/2021-07-03/number-of-victims-continues-to-grow-in-massive-ransomware-attack?srnd=premium-europe What is the status of Pulseway software supply chain? - Twitter is silent, I don't see any blog entry in that topic Any info is really appreciated. For safety I did remove Pulseway from my servers, just in case...

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

Hi, to make the work load more equitable can we have a round robin group to assign tickets in a more equitable way please. a lot of time is spent assigning tickets to associates. Michael

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

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?

Hi Team, We have created our email templates and applied them to the workflows in PSA which are working as expected. However, we are seeing a generic email being generated (below) to the client in addition to the custom template. I can not see where this is being generated from and would like to disable it. Any assistance would be appreciated. Cheers

Hey, the PSA system shows all Hebrew alphabet as "?" in all the templates when saving, It will also show all contact names in Hebrew as "?" (In the service desk ticket panel)

If a Billing Address is entered for a client location, it will overwrite the information that is in QuickBooks when the invoice is exported. Which doesn't sound too bad, except it does not include the company name when it does this. If the Billing Address tab is blank, it keeps the address as is in QuickBooks. Any resolution?

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?

Hi, please make this and proper Phone HMTML Call Link For example: Clickable phone number <p><a href="tel:+4733378901">+47 333 78 901</a></p> It will allow to start phone app by one click and speed up call back process. By for example running Windows Phone App. Besides it is only one line of code to implement :) Documentation at https://www.w3docs.com/snippets/html/how-to-add-telephone-links-with-html.html

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.

Sorry in advance i just wanted to take a moment to rant here and see if anyone else is running into similar issues living with pulsway. I was wondering why there isn't a search bar for any of the views under automation. Like why i cant i search for a task list that i created so that i can run it easily with out having to scroll down for 15 minutes just to pass the task that i was looking for. Second. why cant i select devices and then run a single script to task against those selected devices? I have to create a scope and assign that scope to an orgaization group then i can create a task and assign the scope to the task just to so i can then finally …

Simple ask. I've had this with other PSA in the past. Despite coaxing, customers still email the techs for service. That aint going to change. So techs forward the customers email to the ticket parser. This isn't new information to anyone, we all probably do it several times a week if not day. When a tech, a named user of the PSA system, forwards an email to the ticket parser it opens a ticket in the techs name. Why, why? So much needless work. Use logic and match the sender as a tech and use the next address.

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 …