Partner Portal (Cumulus)
187 results found
-
Update the date formt to be MM/DD/YYY
Update the date format to be MM/DD/YYY
1 vote -
UI not Disappearing when adding a new client
When I click away from the tab Sherweb is in while adding a new client, all the progress disappears.
1 vote -
Co-term date versus renewal date at cancellation - billing client an extra month
When you select a co-term date for a subscription, the renwal date shown will be 1 day after that. So if you select a co-term date of 11/30/2025 it will show a renewal date of 12/01/2025 which will cause the integration to push a cancellation date of 12/31/2025 into the client's billing in connectwise, causing an erroneous billing to occur to the client. This is not good. See support ticket# 699892 for additional context if needed.
1 vote -
Google Workspace as IDP for the Cumulus Portal
Google Workspace as IDP for the cumulus portal. Not everybody uses MS.
1 vote -
perpetual licence = onetime fee instead of recurring fee
in the section Setup, Offer Pricing, for the Microsoft Perpetual Licences (Commercial, Education and NonProfit),
it should be OneTime Fee, instead of the current Recurring Fee.1 vote -
Add hyperlink to Cumulus organization from the organization mapping screen
When on the Connectwise Sync > Organization mappings page at https://cloudmanagerportal.com/partners/business-communications-inc-bci/setup/billing-integrations/connectwise could you add a hyperlink to the organization name that opens that organization in a new browser tab?
1 vote -
export button for user licenses
When navigating to the Reseller object and viewing a customer license list. Allow/create an Export to Excel button. I get this request all the time and a button to achieve this would be easier than even using copilot to convert and then copy paste (since it is not consistent)
1 vote -
PO# reference
please include a field for Partners/Customer PO#s
1 vote -
Move UI Buttons
Can the save button be moved up, pretty please :)
1 vote -
PSA Sync Additional Filtering
In the Billing Integrations page, the option to filter by State is very helpful. An improvement that would allow for even better functionality would be to distinguish the Unmapped additions into two categories - the ones we already 'turned off' or toggled the sync button to be gray versus the line items where the company name / agreement selection are still red which implies no action has been taken yet on that sync.
Our Unmapped list is 5 pages long currently and mostly those are for products where we already turned off the sync button - mostly Azure RIs. This…
1 vote -
GDAP Permission
Suggestion please, could we update the GDAP invitation that is automatically generated to have limited permission insted of the 49+ which currently has.
1 vote -
Hello, This is feedback from our partner Gil Lane
So I figured out why Jon wasn’t/hasn’t been authenticating his access. This is the email confirmation(below) that he has been receiving from the Cumulus portal was ignored/deleted. There is no identifying source on this so he was just deleting/ignoring it rather then clicking a link…looks like spam/phishing to be honest. It may make sense, for someone that looks after this part of the system, to fix up the outgoing message to identity Sherweb/Cumulus as the source. No-reply@Cloudmanagerportal.com not helpful in this regard.
Thanks,
Gil1 vote -
Adding DUO as a SAML/IDP option for cumulus authentication
Adding DUO as a SAML/IDP option for cumulus authentication.
We would like to be able to leverage our current IDP through DUO instead of using M365 for the IDP.3 votes -
Billing Integration Issue Notification
It would be helpful to receive an email notification when there are Billing Integration issues (Setup/Billing Integrations).
1 vote -
Additional Billing Integration State Option
For the Connectwise Billing Integration, it would be easier to have another ‘State’ option which distinguishes between set to synced but not mapped vs not synced as shown below. We have already made the choice on the second example to not setup the sync, but all of these makes the ‘Unmapped’ list really long (thanks RIs) when we are looking for those like the first example where a choice is still needed.
1 vote -
Sync Subscription Renewal Date to Autotask
I would love to have each subscription's renewal date sync back to Autotask in some way. This would be super helpful for us when transitioning to different licenses, like HERO SKUs, or changing QTYs.
1 vote -
Create items in PSA for us
Please allow for us partners to have the option in sherweb portal when an item needs to be mapped to the psa to have a button in the portal for sherweb to create it for us with all the correct info
2 votes -
Auto populate renewal date on sub purchases
Auto populate the renewal date field when adding subs to organizations.
1 vote -
Synchroniser les produits à 0$ (OBNL) à quantité 1 dans ConnectWise Manage
Est-il possible de synchroniser les produits à 0$ (OBNL) de quantité 1 dans ConnectWise Manage? Auparavant, on m'informait que c'était voulu, mais est-ce encore d'actualité ? Et pourquoi est-ce voulu, car nous aimerions que les produits de quantité 1 et plus soient synchronisés. Merci de considérer, ça nous fait perdre des ventes car les produits à 0$ sont refacturés aux clients car ils sont dans notre offre, combinés avec d'autres solutions. Si ce n'est accepté cette demande, il serait important de préciser cette imperfection car ça rend la synchronisation à ConnectWise Manage beaucoup moins intéressante pour nous. Merci.
1 vote -
set up auto p[ay to my credit card
please set up auto billing to my credit card
1 vote
- Don't see your idea?