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Partner Portal (Cumulus)

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167 results found

  1. SalesForce Integration

    Please consider integration with SalesForce to compliment your other PSA and Accounting integrations. PSA's are essentially CRM's for MSP's, and SalesForce is a leading CRM as well. SalesForce integration would be extremely helpful for us to increase efficiency.

    2 votes

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    0 comments  ·  Integration  ·  Admin →
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  2. Reseller discount display

    As a Partner,

    I would like to be able to see the Reseller discount applied on eligible offers in the Summary tab of my end-clients.

    I don't want to have to wait until the end of the month, for the invoice, to see it applied there.

    Nic wilkinson told me it would be 1,50$ for proofpoint beginner.

    Thank you :)

    2 votes

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    0 comments  ·  Features  ·  Admin →
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  3. Manage O365 Reliability and Performance

    The Manage O365 is not working to assign licenses. I have attempted to make this work in both our standard browser Internet Explorer and Firefox. Please fix this issue.

    2 votes

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  4. management of mailboxes in the partner portal

    Managing quotas before adding or removing mailboxes

    2 votes

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  5. Unmapped Items now scattered throughout

    Mapping for items under the organization section in the set up section has now become rather difficult. Having the unmapped items on page one was so much more productive. Please change it back....

    1 vote

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    0 comments  ·  Performance  ·  Admin →
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  6. Have the previous log display available

    I am creating this Feedback on behalf of the partner.

    There was a change to the way the logs are displayed on the billing platform and this has had a negative impact on this organization. The logs are used for billing purpose by this organisation, the logs would usually show a licence and the licence count change, for instance: (Subscription quantity of "M365 Business Basic (NCE) - Annual paid monthly" has been updated from "1" to "10") . While after the change, they now only display: (Subscription of "M365 Business Basic (NCE) - Annual paid monthly" (SWO365BERR-M1Y) has been updated.)

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  7. cumulus search

    the search algorithm needs to be optimized.
    it'S not normal than when searching for the top sold sku by Sherweb = business premium, the 1st result is a SignNow Product, and not normal to get 70 results when there should be around 10x

    1 vote

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    0 comments  ·  Performance  ·  Admin →
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  8. Price Syncing

    The price should sync along with the cost to the PSA. Especially with the price changes Microsoft is doing.

    1 vote

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  9. 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

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  10. Avoid Provisioning delays

    Ability to upgrade multiple licenses then submit to provisioning

    1 vote

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  11. White Label SKUs

    Ability to customize SKUs to match our own SKUs

    1 vote

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  12. NCH InvoiceExpress Integration

    Integrated billing with NCH Invoice Express (similar to Quickbooks), I will gladly be a tester

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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  13. 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

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  14. Inline Azure Costs

    Pleeeease bring back Azure usage into the portal. Even a billing-chart in the org screen that shows last 6 months usage with retail/your cost

    1 vote

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  15. adding MS licences in the first 24h after renewal

    partner mentioned that not being able to add licences in the first 24hrs after renewal can sometime cause for his onsite technicians to be re-schduled because the users they are setting up has no licence. a good example of this is for teams voice/voip options.

    1 vote

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  16. Display renewal dates with the month in letters.

    display renewal dates with the month in letters exemple : 10/JAN/2025 vs 10/01/2025 . This can be misleading when planning renewal or changes that are impacted by licences that are depended on other licences (add-ons)- FD ticket - 556944

    1 vote

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  17. 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

    1 vote

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    1 comment  ·  Integration  ·  Admin →
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  18. 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

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  19. Billing Integration Reporting

    Setup > Billing Integrations

    Enable sort/filter options as well as an export option. Currently with 1000s or products offered and 1000s of mapping going through dozens of pages to verify manually is not time friendly.

    1 vote

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  20. 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

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    1 comment  ·  Features  ·  Admin →
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