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Colm Whelan

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About Colm Whelan

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    IT Apprentice

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  1. Colm Whelan

    [Reqest] Various Improvements

    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. Please add the ability to create a ticket directly from an opportunity\quote with any associated charges added to the ticket Mailchimp Integration for contacts (see Zapier either) would be nice There's more while I'll add here as I notice them.
  2. Colm Whelan

    Notification of Downtime

    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.
  3. Colm Whelan

    Change formatting of quotes/orders/invoicing.

    I've done this already Chris but apparently won't be getting it until the next release? Is there any way to shorten that timeline?
  4. Colm Whelan

    Import Invoices into QuickBooks

    Gary, How we got around this was by creating "Miscellaneous Hardware" "Miscellaneous Software" and "Miscellaneous Service" items and changing the Description to suit as we quote and invoice. Because our income accounts are split in this manner this allow us to quote or invoice for anything by using these items.
  5. Colm Whelan

    Email sent to point of contact when agent creates ticket

    I don't know this for sure but I suspect that you'd have to disable POC for everyone on that site AND leave the ticket contact blank. Then again that's probably a good idea as it will make sure that no-one gets email unless its intentional.
  6. Colm Whelan

    Having Trouble setting up Email Parser

    Thanks, this helped me get it working
  7. Colm Whelan

    Contract Renewals

    Hi @Chris Thanks for the reply. I have figured out setting up the contracts and recurring services part quite easily. Here's the problem If I set the billing period to monthly then it always bills on the 1st of the month (or even worse on the 1st of the year!) If I set the billing period to Contract Length then I have to manually clone every contract every time it expires and I currently have a lot of monthly contracts!! Have I correctly stated the problem? If so, is there currently a way around this?
  8. Colm Whelan

    Contract Renewals

    @Chris Can you explain this please? I know about views now so hiding the deactivated contracts is not an issue but is there any way to have contracts auto-renew monthly or yearly. Ideally I would AVOID pro-rata billing. Especially on the annual contracts.
  9. Colm Whelan

    Add quote items as ticket charges?

    @Chris Could you just verify that I'm correct about this, please? Assuming that I am, can you shed any light on the best way to handle getting quote items onto a ticket at the moment?
  10. Colm Whelan

    Connectwise Import Error

    You can scratch this now. I've managed to get around the issue.
  11. Colm Whelan

    Import from CSV

    Thanks for this Martin, I must be going blind. My mam did warn me though......
  12. Colm Whelan

    Multi-year contract billing

    @Martin_T Thanks for the reply. I'm not convinced that will work. If it's a 3 year contract and I want to bill it every year on the contract anniversary, how do I do that? If I set up a contract with a starting date of 05/02/2018 and an end date of the 04/02/2021 sand set the billing period type to contract length then surely it will bill all three years at once?
  13. Colm Whelan

    Invoice Template Issue

    When adding a taxable discount to an invoice the resulting tax calculation does not take the negative tax into account in the total tax calculated. How can this be remedied?
  14. Colm Whelan

    Import from CSV

    I'd really like to import my contacts to PPSA but don't have the option to do so. Is there a way to import via CSV?
  15. Colm Whelan

    Connectwise Import Error

    @Chris Did anyone in support get to try out the import? I haven't heard back.