Donna Posted September 17, 2017 Share Posted September 17, 2017 Hello, we are new to Pulseway MSP. I'm trying to figure out how to create tickets and assign them to the correct client, from the RMM notifications. Link to comment Share on other sites More sharing options...
Staff Chris Posted September 18, 2017 Staff Share Posted September 18, 2017 Hi Donna, At first you need to assign the hardware assets to the correct client, and then, so if the new ticket is created from this system, then it will be automatically assigned to the client who owns this system. In order to do this you need to go to Service Desk -> Asset Management -> Hardware Assets -> click on the system and select the correct Client. Also, you can configure the email domain for customer, therefore all new tickets that will be created from this email domain, will be assigned to this customer. You can do this from the CRM -> Accounts -> select the correct account -> Email Domain -> Add. Paul 1 Link to comment Share on other sites More sharing options...
Donna Posted September 21, 2017 Author Share Posted September 21, 2017 Hi Chris, thank you.. I've assigned hardware assets to correct client. So far so good. Having a hard time with ticketing but I'm playing with it. Thank you!! Link to comment Share on other sites More sharing options...
Staff Chris Posted September 22, 2017 Staff Share Posted September 22, 2017 Hi Donna, If you could try to explain the issue with tickets, then I could try to help you to resolve it. Please check these training videos. Link to comment Share on other sites More sharing options...
Donna Posted September 22, 2017 Author Share Posted September 22, 2017 When assigning hardware assets, not all assets are listed. Link to comment Share on other sites More sharing options...
Staff Chris Posted September 26, 2017 Staff Share Posted September 26, 2017 Hi Donna, If required systems are not listed in the Asset Management -> Hardware Assets. Systems in PSA are registered automatically, when the ticket is created from this system. You need to trigger the notification which creates the ticket into the PSA from the system which is not listed. Link to comment Share on other sites More sharing options...
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