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Posted

This may be asking for much, however, it would be nice to have a documentation tab to store info for each client as an MSP this is gold.

Featured Replies

  • Staff

Hi,

Thank you for your suggestion, we will consider the possibility to introduce this functionality into the future release.

  • 1 month later...

Yes please add this..

+1 on this. The knowledgebase isn't exactly the best place for this type of information.

  • 1 month later...

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

I've just started using SI Portal. It's a bit clunky and the Android app is not great but it's cost effective for a sole-trader and it works.

  • 1 month later...

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.

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