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Partner Portal (Cumulus)

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How can we improve Sherweb's partner portal (Cumulus)?

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155 results found

  1. Cumulus mobile app

    Manage your account from your smartphone.

    Gérez votre compte depuis votre téléphone intelligent.

    231 votes

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    262 comments  ·  Admin →
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  2. ConnectWise integration

    Integrate Cumulus to your ConnectWise account.

    Intégrez Cumulus à votre compte ConnectWise.

    167 votes

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    261 comments  ·  Admin →
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    launched  ·  Emilie Arbour responded

    We’re excited to announce that our partner portal now integrates with ConnectWise! Use this integration to easily bill your clients and automate your services, so you can save time and reduce costs.

    http://info.sherweb.com/partner-integrations-connectwise.html

    Nous sommes heureux d’annoncer que ConnectWise s’intègre maintenant à notre portail des partenaires! Tirez profit de cette intégration en facturant vos clients et en automatisant vos services en toute simplicité afin de gagner du temps et de réduire vos coûts.

    https://www.youtube.com/watch?v=UOFg4kN_xIA

  3. Autotask Integration

    Integrate Cumulus to your Autotask account.

    Intégrez Cumulus à votre compte Autotask.

    74 votes

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    41 comments  ·  Admin →
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  4. Dashboards/BI on your business

    Reporting, statistics, next invoice amount, quota versus allocated, etc.

    Rapports, statistiques, montant de la prochaine facture, quota comparé à utilisation réelle, etc.

    46 votes

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    15 comments  ·  Reporting  ·  Admin →
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  5. Quoting tool in Cumulus

    Generate quotes to potential customers from Cumulus.

    Générez des estimés à des clients potentiels depuis Cumulus.

    48 votes

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    6 comments  ·  Admin →
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  6. User and bundle management in Cumulus

    Create/Manage users and assign bundles to them directly from Cumulus.

    Creez/Gérez les utilisateurs de vos organisations, puis allouez leur des plans directement dans Cumulus.

    18 votes

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    0 comments  ·  Admin →
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  7. Custom email templates

    Send custom emails to your customers via Cumulus (Activation email, configuration guide, etc.).

    Envoyez des courriels personnalisés à vos clients via Cumulus (courriel d'activation, guide de configuration, etc.).

    17 votes

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    0 comments  ·  Features  ·  Admin →
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  8. Column Totals

    Totals at the bottom of the Whole sale and Retail columns

    4 votes

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    0 comments  ·  Admin →
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  9. cash flow statement

    cash flow statement

    3 votes

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    0 comments  ·  Admin →
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  10. Usage sync between Cumulus and configuration screens.

    Would REALLY appreciate usage to automatically sync between Cumulus and the configuration screens, so that when I delete an account, or make some other change, I don't have to go back to Cumulus to reduce the usage there in order to avoid getting charged for it. And to be able to create an account (or make whatever change) without having to go into Cumulus to up my usage first.

    4 votes

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    0 comments  ·  Admin →
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  11. Ability to create promo codes for our customers

    Ability to create promo codes for our customers within Cumulus

    7 votes

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    0 comments  ·  Features  ·  Admin →
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  12. Microsoft license report

    It would be nice to be able to run a report in the portal that would provide the following information sorted by client. License-based subscription, QTY, Commitment term, and renewal date.

    0 votes

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    0 comments  ·  Reporting  ·  Admin →
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  13. Add licence provisionning details to the log

    Add licence provisioning detail to the Log. Even though this detail is available in the monthly invoice, partners aren’t able to see this detail prior to the invoice date and sometimes they need to track it sooner than that.

    0 votes

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    0 comments  ·  Reporting  ·  Admin →
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  14. Get a view on past transactions and filter according to a time period

    I want to know all the transactions that occured in my account during a time period
    so that I can easily synchronise my external billing tool

    0 votes

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    0 comments  ·  Reporting  ·  Admin →
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  15. Sort product SKUs by alphabetical order in Cumulus

    Ability to sort product SKUs by alphabetical order in the Offers tab.

    0 votes

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Partner Portal (Cumulus)

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