Jump to content

Matt Wilson

Members
  • Content Count

    25
  • Joined

  • Last visited

About Matt Wilson

  • Rank
    IT Sidekick

Profile Information

  • Gender
    Male
  • Location
    Canada

Recent Profile Visitors

The recent visitors block is disabled and is not being shown to other users.

  1. Matt Wilson

    What is "Duplicate Alarm" section in PSA

    Not sure where to file this. I thought there was a PSA area, but I don't see it tonight. In PSA ticket details I see a section called "Duplicate Alarm" I can't find any reference for this in help or user guide. What is this and how does it work?
  2. Matt Wilson

    Reply Separator in email templates bug

    Perfect example you posted. Its so annoying on every ticket.
  3. So after all of that, I realized it doesn't really work either, because the URL above requires the user to enter my company name. Serious bug issue. I have changed the URL to my company specific login url which includes my logo and no need to enter company name, but it won't take them directly to the ticket once logged in. Pulseway guys...are you aware of this?
  4. I beat my head with this for a few hours tonight, so I wanted to post here in case anyone else needs it. I am doing some custom html using css to make some kick ass email templates. I wanted to place the ticket url into the html but not show the link and control the hover link formatting. When I used [%Ticket URL%] in an existing <a href...blah blah blah> tag, it doesn't just insert the URL, it inserts its own entire href tag with the URL as the display text thus breaking the link. When I finally woke up, I realized to do this in your own custom html, you need to build the href link manually using the psa url and adding the [%Ticket ID%] field at the end. My finished code line looks like this: <a style="color: #8db9e3;" href="https://psa.pulseway.com/MSP/TicketEdit.aspx?ID=[%Ticket ID%]"><span style="color:#adb3b9">Click here to open in Support Portal</span></a> Hope this helps someone.
  5. Matt Wilson

    Reply Separator in email templates bug

    Hey guys, I use Notes in PSA tickets to communicate with end users thus keeping all communication in PSA and out of email/Outlook. My email templates use the reply separator field. However, when the end user replies, I still get the text header information that Outlook inserts above the reply separator. Other email parsing platforms I've used before don't have this issue. I think its because the parser can understand Outlook's reply separator/original message divider. Can you guys address this? Here is an example of what I see in my replies:
  6. Hey guys, I'm sure you guys a swamped with the v6 release, I'm sure it will be one of the biggest leaps forward ever. I'm holding off on onboarding a new client to Pulseway because I don't want to do it twice. Any rough idea about when the release will come out? Is there a beta or RTM version available? Last post in fearure requests forum in mid-August said 2 weeks til release. Just curious where it is now? Thanks, you guys rock!
  7. Matt Wilson

    IT Documentation

    Thanks David. I looked into SI Portal tonight. Looks good, but expensive. Worth it if its powerful and mobile friendly though. MMSoft Staff...note on SI Portals website about PSA integrations they are working on: For PSAs we import companies, contacts, and configurations. Autotask integration is two way, syncing data in both directions. ConnectWise the integration is one way until the start of Q2/2018. We are working on Atera and TigerPaw Integration. Maybe Pulseway Integration, or better yet a builtin feature in PSA thats included in PSA license?? How much do others need this. I am really feeling the pressure on this lately.
  8. Matt Wilson

    Office 356/Azure SSO

    I swore I already created this feature req, but I can't find it anywhere here, so forgive me if this is duplicating. I see OKTA was added as a SSO option with latest PSA release. Is there anything on roadmap for O365/Azure SSO? I want to drive clients' users to the customer portal, but they are just not going to remember another password. It needs to have O365 authentication. This is having a major productivity impact on opened service tickets, because otherwise users just email help ticket requests and often do not provide all needed information. Another option to to create some sort of client specific Submit help ticket webpage that has all required fields. For other PSA users out there, how to you handle user submitted help tickets and proper data collection for the help ticket?
  9. I have a support ticket where I asked this question and got a reply that it could be looked at in the future. Just placing it here to ensure it gets put on Feature request list and so others can comment. When sales tax is added to invoice in PSA then synced to Quickbooks via PSA QB SYNC, it defaults to sales tax code G. In Canada, G is GST @ 5% by default (and correctly so) out of the box. H is for HST is dependent on province. In my case, HST at 13% is setup in PSA, but when the invoice syncs over to Quickbooks, it imports/syncs as tax code G (at 5%). I have to edit EVERY SINGLE INVOICE.I just need to tell PSA to use a defined sales tax code when syncing to QB. I would consider this more of a bug than a feature. What's the point of automation if you have to go back and edit everything? Connected...I sync invoices over to QB so I can use my custom invoice template. Its been said elsewhere, but we REALLY need a way to edit/create our own HIGH QUALITY professional and modern looking invoices in PSA. No offense, but the few invoice templates that exist look horrible. As always, I appreciate all you guys are doing and know you are swamped with current RD and RMM centralized rollout. Keep up the good work!
  10. Matt Wilson

    Invoice Template Issue

    Great to see was released. Thanks guys!
  11. Matt Wilson

    Roadmap update

    Been a few weeks since I checked in. Thanks Paul for the feedback. These 2 options are huge developments I'm willing to chill on the other stuff. I would love to not have to renew my Splashtop subscriptions next year if the RD solution becomes competitive. Also, if you need a test group, I have a new client that I am onboarding in next 2 weeks of about 50 end points and servers. I am going to hold off on PSA rollout till new version is available to use.
  12. Matt Wilson

    [Reqest] Various Improvements

    +1 to most of these. These are small details, but when you live all day in PSA, they make a HUGE difference, particularly these Default Settings.
  13. Matt Wilson

    Roadmap update

    Paul/Chris, Is it possible to update the roadmap soon? It would be great if it could have both minor approved feature requests, not just big items. Its been since April since the last time it was updated. Thanks!
  14. Matt Wilson

    IT Documentation

    +1 on this as well. This would be a powerful addition.
×