Partner Portal (Cumulus)
70 results found
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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 -
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 -
Désactiver des produits, offres disponibles
Retirer des offres disponibles, avoir la possibilité de gérer ça au niveau partenaire pour l'ensemble des clients. Nous faisons régulièrement des erreurs de produits dans nos clients. La fonction n'existe plus au niveau du partenaire. Merci de considérer cet aspect.
1 vote -
Cost vs Price
I would like to be able to see cost as well as price in the subscription UI for each organization
1 vote -
Avoid Provisioning delays
Ability to upgrade multiple licenses then submit to provisioning
1 vote -
White Label SKUs
Ability to customize SKUs to match our own SKUs
1 vote -
QOL feature - Set Product Catalog filters to default selections
Set Product Catalog filter to default selections to avoid changing everytime you open the tab.
1 vote -
Add export to CSV on Organization page
Ability to export current subscriptions as a CSV for individual organizations with or without pricing (and not just as an invoice). Helpful when discussing licensing and confirming additions or renewals at renewal time.
1 vote -
Scheduling license purchases for future date
Ability to schedule license purchases for a future date. Would be helpful in cases where we are moving a renewal from one partner to you guys, but cant do it via a P2P.
1 vote -
Detailed follow-up support emails
Automated followup emails to see if we have had a chance to review the technician's email - currently have no info about which support request they refer to other than an obscure number in the subject line. Include the email thread content or at least a summary!
1 vote -
End contract notification
Would be great if we can be notified when an RI is about to end. thanks
1 vote -
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 -
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 -
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 -
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 -
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 -
Add perpetual licenses
Add perpetual licenses to cumulus
1 vote -
Cumulus Client organization into groups
I would love to be able to group my customers. The group would be sorted alphabetically and the names inside the group would be alphabetically sorted within the group. We have some clients that are 'supply only' and some that are on bundles and grouping them in Cumulus would make it easy for us to stay organized. It didn't need to do anything else special, just a function in the home page for organizing data
1 vote -
Support Details
I would like to be able to see the details of my support requests from the support menu in the cumulus portal.
1 vote -
Cloud Marketplace for Self-Service
Cloud Marketplace for self-service
1 vote
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