General

How do you restrict viewing of other client/customer data by end users when attempting to use "Security Roles" to allow them access to things such as the hardware assets and knowledge base views? We want to allow a client to view their hardware inventory (which we manage) from the portal, but they currently would be able to see data related to our other customers as well.

Hi All, I am trying to get some of the CRM features up and running and we seem to be falling at the first hurdle. When trying to update an opportunity and provide a quote we are not being shown any products? I am assuming that this is because the system is stating that we have nothing in stock, however I don't see why this wouldn't allow us to quote? I have tried resolving this temporarily with ad-hoc quotes, however this then brings up the issue of the VAT not showing, although I believe that we have this input correctly. I know that this is a little vague, however more looking for pointers to look in the right places at present. Any help ap…

Hi Guys, We've noticed that some of the ticket titles from the RMM system to PSA are way too long, please check the attachment. Other events like backup failures/successes are fine but CPU and Memory usage tickets are massive. Would you be able to look into a way to create less obtrusive ticket titles from RMM? We've also noticed that the RMM priority doesn't necessarily map to a PSA priority. Is there a way to do this or is this something to come out in the future? Many thanks, Martin

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

We have noticed that the notifications from machine through the RMM are just creating new tickets on each occasion when this is a duplicate notification, is this intended? Without the ability to merge tickets we have to manage these manually, on which note can we have a merge option please? Thanks Craig

Is there anyway to see running timers on tickets? This is especially important when working multiple tickets and/or if you just have to navigate away from the ticket for some reason.

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