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.

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.

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?

Unfortunately you will need to update this information for each system separately.

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?

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, 20187 yr by redwolf1

Hi,

Have you tried to delete the account name from the field and then select a different one?

Thanks.  That works.  Seems like a bug to me.