[RMM Notifications creating multiple tickets]

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

 

[Only Line Items appear as options to quote from opportunities]

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

[Save & Close Feature]

I would like to see the implementation of a "save and close" feature, whilst I appreciate it is only one click extra to save and then close, it would be really useful to have the option to click once and return to the list of work items, whether these be quotes or tickets to start working straight away on the next item.

 

[PSA Setup Guidance]

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 appreciated

 

Thanks

 

Craig