Colm Whelan
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Posts posted by Colm Whelan
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I know this is late but you'd need to post this in RMM not PSA.
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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.- spincotech and blitzkris
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From the 1st of August Microsoft will require 2FA to be active on all Office 365 CSP partners accounts.
How will this affect the email parser? How will this affect email sending?
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Well, they're improvements in my estimation!
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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.
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Changes to some default settings
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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?
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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. -
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.
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Thanks, this helped me get it working
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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?
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@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.
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@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?
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You can scratch this now. I've managed to get around the issue.
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@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?
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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? -
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?
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@Chris Did anyone in support get to try out the import? I haven't heard back.
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I don't think there's a way to do this? Please correct me if I'm wrong.
Most of my quotes are as a result of tickets and usually involve equipment sales rather than actual projects so this would be REALLY nice to have.
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I have some multi-year contracts that bill annually on the anniversary of the commencement date.
How can I handle this in the contracts module? I DO NOT want pro-rata billing from the beginning\end of the calendar year.
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How can I renew an expired contract? Do I just need to clone it and change the dates? Can I then hide the deactivated contract?
It would be really nice if this were automated - something like a "rolling contract" type that renews automatically
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Another development. Last night, for the 3rd time I regenerated the API keys and this time the import started! However, 12+ hours later it still hasn't informed me that it's finished and I haven't seen any new info in PPSA.
I'm happy to pass on log-in details and will do so shortly to support@pulseway.com -
Any ideas, @Chris?
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Hi Chris,
Yes I have, to the letter. I can give you an admin login if you want to check but it's definitely done per the instructions in that article.
The error is
Error! You are unauthorized please check your current credential details !
Thanks,
Colm.
Set REPLY-TO address for outgoing invoice emails
in General
Posted
I am using Office 365 for outgoing emails right now. My email address for this help@ourdomain.com. We send our invoices directly from Pulseway also as they're quite nice looking now, better than Quickbooks! However, any replies made to those email come straight back to to our Ticket Queue. I would like replies to the invoice emails to go to accounts@ourdomain.com. Can anyone suggest a way to get this working?
TIA
Colm