ArrowNM Posted April 28, 2018 Share Posted April 28, 2018 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. AlanRTonn and awestwood 2 Link to comment Share on other sites More sharing options...
Staff Chris Posted May 8, 2018 Staff Share Posted May 8, 2018 Hi, Thank you for your suggestion, we will consider the possibility to introduce this functionality into the future release. ArrowNM and Matt Wilson 2 Link to comment Share on other sites More sharing options...
pete_harris Posted June 19, 2018 Share Posted June 19, 2018 Yes please add this.. Link to comment Share on other sites More sharing options...
MaxITGarrett Posted June 19, 2018 Share Posted June 19, 2018 +1 on this. The knowledgebase isn't exactly the best place for this type of information. Link to comment Share on other sites More sharing options...
Matt Wilson Posted July 31, 2018 Share Posted July 31, 2018 +1 on this as well. This would be a powerful addition. Link to comment Share on other sites More sharing options...
David Posted August 1, 2018 Share Posted August 1, 2018 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. Matt Wilson 1 Link to comment Share on other sites More sharing options...
Matt Wilson Posted September 11, 2018 Share Posted September 11, 2018 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. Link to comment Share on other sites More sharing options...
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