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Partner Portal (Cumulus)

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147 results found

  1. Ajout de piéce jointe dans le support de Cumulus

    Bonjour,
    S’il vous plait, est-ce possible de prévoir de développer la possibilité d’ajouter des images quand on ouvre un billet depuis l’application cumulus. Merci. Fabien

    3 votes

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    2 comments  ·  Integration  ·  Admin →
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  2. Link to Azure Portal / Azure Cost Management (ACM)

    it would be great to add, In the previous Cumulus field, where we could see the Azure forecasted usage before, which is now removed following the transition to the new Azure billing structure, the info for the partners for them to view, forecast & management information around their Azure environments through Azure Portal / Azure Cost Management (ACM), and provide the link to it.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  3. End contract notification

    Would be great if we can be notified when an RI is about to end. thanks

    1 vote

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    0 comments  ·  Features  ·  Admin →
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  4. Price List Improvements

    Price List Changes:
    1) Standardized naming conventions – example, we have “M365….” and “Microsoft 365…”, aren’t these the same thing and if so is it possible to pick one and have the pricelist offer name reflect 1 for all?
    2) “disc” SKUs that aren’t actually discontinued – example the enterprise SKUs. I understand that the “disc” SKUs are the ones that includes Teams, and only existing M365 clients can order this. So technically its not discontinued…is there a different way to represent these?
    a. For SKUs that are actually discontinued, if there are some on the pricelist, can these not…

    1 vote

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    0 comments  ·  Features  ·  Admin →
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  5. GDAP Clients list (Filter, Sort and Export)

    Petite note constructive, il serait pratique d’avoir la possibilité de filtrer (selon le statut GDAP ou de pouvoir faire une recherche) la liste et même de pouvoir l’export en CSV ou PDF.

    Je me suis débrouiller avec le Search de mon navigateur et j’ai un select all + print de la page vers un PDF… ca dépanne mais c’est encore mieux avec les améliorations suggérées

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
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  6. Add sub-organizations

    Cumulus needs the ability to create "sub-organizations" under a parent AND to be able to assign licenses under the sub-organzation. Without this ability, there is no way to map sub-organizations and their contracts in Autotask to Cumulus.

    1 vote

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    0 comments  ·  Integration  ·  Admin →
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  7. Visual indication of backup issue(s)

    To determine if there is a missed backup, agent error or other matter reported for a client, you have to one-by-one open each client backup to look for issues. Time could be saved by simply highlighting an organization's Online Backup icon in Red. That visual clue would make it a lot faster to determine which, if any, client has an issue.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  8. Toggle

    Can you please disable the license management setting in the reseller section. this would go a long way to increase our efficiencies, and prevent uncomfortable situations where the client cannot see all of their licenses.

    1 vote

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    0 comments  ·  Features  ·  Admin →
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  9. Date de renouvellement

    Bonjour,
    Dans l'onglet report, sous Real Usage. Est-ce possible d'ajouter les date de renouvellement ?

    2 votes

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    1 comment  ·  Features  ·  Admin →
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  10. Allow GDAP link establishment prior to checkout process

    I should be able to add a client and get a GDAP link without having to fake a purchase to establish the link. Sometimes we need to time a purchase which involves our purchaser, but GDAP linking requires a tech and it's inconvenient to have to set aside two resources for this task when the GDAP could be addressed at any time prior to purchase if the flow operated differently.

    1 vote

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    0 comments  ·  Features  ·  Admin →
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  11. pre-schedule subscription

    being able to schedule a M365 (or any other product) subscription in advance would be a great addition.
    By exemple, our admin will be off on the week of January 22nd, but we have a new employee starting that day, so he can schedule the licence today on Jan. 2nd to start on January 22nd.

    1 vote

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  12. Improve search in Cumulus

    Fix dashboard so the search field actually functions properly. If I input a SKU I get multiple results (broken), if I enter a full product name I also get multiple results and the results search should be more exclusive.

    1 vote

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    0 comments  ·  Performance  ·  Admin →
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  13. Informative error messages needed

    I encountered an error during the provisioning of a new Google Workspace account. The only error shown in the admin was the attached and "Error" in the logs. Come to find out 2 days later the error was that the domain was already claimed by an individual account. We need informative error messages in the reseller portal.

    1 vote

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    0 comments  ·  Performance  ·  Admin →
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  14. Add Service Period to invoice export

    Add Service Period From and To to the invoice CSV

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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  15. Organize Subscriptions page by category

    Organize Subscriptions tab by Category/ Group of products

    1 vote

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  16. Nouveau Role

    Notre but serais d’enlever les droits aux compte des techniciens de modifier les abonnements. Par contre, nous voudrions qu’ils puissent quand même avoir accès à voir les produits du client.

    J’ai vérifié la liste de rôles sur votre site web https://helpdesk.sherweb.com/fr/support/solutions/articles/67000593842-r%C3%B4les-et-niveaux-de-permission-dans-le-portail-des-partenaires mais aucun de conviens à ce que nous aurions besoin.

    Serais-ce possible d’avoir un rôle Gestionnaire technique read only avec les fonctions suivantes eulement?

    Gestionnaire technique read only
    • Visualiser/filtrer les journaux d'événements
    • Visualiser mais pas modifier les utilisateurs
    • Visualiser les notifications, la liste des offres et le prix de détail des offres

    Merci et bonne journée

    1 vote

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  17. Product available

    Customize the product available list globally. Instead of by client. So many items that come up aren't even available any more.

    1 vote

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    0 comments  ·  Office 365  ·  Admin →
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  18. Label Legacy KSKUs so they're easy to identify and update.

    It would be great if legacy licenses could be highlighted, or make it more noticeable that it's a legacy SKU that needs to be updated on the Organization page. For Example, NCE licenses are labeled in the license name as NCE, but others are not. Seems like the simplest solution would be to add Legacy to the License Base Subscription display name.

    1 vote

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  19. Sub-Customer sync for Quickbooks

    Since its possible to synchronize with Quickbooks Online, it would be awesome if Sherweb had the ability to setup sub-customers for franchise based clients. I currently can't use the invoice sync for a specific customer, because I have to bill each location separately. If I could use the same domain name for M365, and create sub-clients in specifically Sherweb and Quickbooks, it would take an hour or two off by billing time.

    1 vote

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  20. Retry or Alert on Failed M365 Provisioning

    When automatic provisioning fails for M365 renewal dates, we should have a way to either have that auto-retry, or at least be alerted to a failed provisioning.

    As it stands now the only way it will be fixed is if we manually go look for errors each month and submit a ticket for it.

    1 vote

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    0 comments  ·  Office 365  ·  Admin →
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