General

Is there any video training for the PSA module? it has tons of features and I see scattered videos of some modules and general talk about it, but I want videos that provide good training and makes me want to say I am a Guru at PSA

I like the feature that you can upload attachments to Tickets, but I think a good feature will be to have attachment for contracts and agreements with customers. Other than just view the details of the Contract, it will be nice to have a place where the customer can see what they signed up for as well.

OOps, I hit void on a sales order and did not mean to. Is there a way to unvoid a sales order. Gary

Hi PSA users, We just found an issue with the QuickBooks export utility. Confirm your data exports. - We use time sheet rounding of 15 Min per ticket. So, if we charge 11 Min on a ticket for tech work, the system rounds it up to 15 min for invoicing. (Perfect just what we wanted.) - The actual data in the ticket for time is 11 Min. The PSA invoice to the client is 15 Min. - When we export our data into QuickBooks using the PSA QuickBooks desktop utility, the data exported to QuickBooks is 11 Min (Actual not Invoiced) * So if you are using time rounding, the PSA to send your invoices and QuickBooks for your accounting confirm your data. …

Hi, I would like to know if its possible that if you make a new ticket as an engineer, it automatically prefills the Engineer that is making the ticket. For example: Engineer1 is making a new ticket. He does save the ticket. It is created under his name. If he really wants to assign it to a colleague, he will use the field to assign it.

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

I'm attempting to define a workflow that will send an email notification to the assignee when they are assigned a ticket. Seems straight forward, but I'm not sure how to set up the trigger. Anyone have this in production? How did you do it? Thanks for any help!