redwolf1 Posted May 27, 2017 Posted May 27, 2017 I'm testing out the Pulseway PSA, and it seems that all tickets generated by RMM Notifications are assigned to my company vs. the correct client. Is this a bug or do I need to configure something for this to work as expected? I also don't see a way to associate tickets to a client in bulk.
Staff Chris Posted May 29, 2017 Staff Posted May 29, 2017 If you assign the hardware asset to a CRM client then all further tickets will be assigned to that client. You can do it from the Service Desk -> Asset Management -> Hardware Assets -> select the hardware asset and update the client name.
ethorup Posted June 29, 2017 Posted June 29, 2017 I have hundreds of systems in the asset manager that are assigned to our company, and to go through each one individually is going to take a very long time. Is there a way to do this in bulk?
Staff Chris Posted June 29, 2017 Staff Posted June 29, 2017 Unfortunately you will need to update this information for each system separately.
Martin_T Posted July 4, 2017 Posted July 4, 2017 Would there be a way to match them based on name fields assuming they're spelled correctly? Much in the same way that the email parser detects which domain an email comes in from and assigns it automatically?
redwolf1 Posted March 10, 2018 Author Posted March 10, 2018 (edited) On 5/29/2017 at 10:43 AM, Chris said: If you assign the hardware asset to a CRM client then all further tickets will be assigned to that client. You can do it from the Service Desk -> Asset Management -> Hardware Assets -> select the hardware asset and update the client name. When I try to edit the account for an existing hardware asset, it won't display or allow me to select any of the other active accounts in the CRM. Only my own company can be selected. If I create a new asset, it does let me select other accounts. Is this a bug? Edited March 10, 2018 by redwolf1
Staff Chris Posted March 21, 2018 Staff Posted March 21, 2018 Hi, Have you tried to delete the account name from the field and then select a different one?
redwolf1 Posted March 22, 2018 Author Posted March 22, 2018 Thanks. That works. Seems like a bug to me.
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