Tag Archives: Automation Features

Yet Another Way to Create Tickets

There are already many ways to create Tickets in CRM, such as through the Web Interface, via email sent by a customer, by an employee directly in the desktop client perhaps after a customer phoned in, through the API even … Continue reading

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Saving Time with Activity Templates

The best thing about business automation systems is that they automate your workflow, right? Right! But if every customer is different, every service call is unique and every lead is unlike any other, then how can a business automation solution … Continue reading

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CRM: Getting Unlimited Access

The tech world is all abuzz over Match, iTunes new application that enables users to access their entire iTunes library from multiple devices. The new iTunes application scans your entire music library, either matching it to one of iTunes’ library … Continue reading

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CRM version 5.7: It’s Just Right!

It’s not that we learned everything worth knowing from nursery rhymes or children’s stories, but, the lessons we amassed during our youth definitely continue to resonate with us today. From the anecdote about Jack and Jill, for example, we learned … Continue reading

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Carving Out a Piece of the Revenue Pie

Currently, many industries are stuck in zero or negative growth, but for IT support providers, the economic tide is changing, and it is changing for the better! According to Parks Associates, the SMB tech support industry is growing, predicted to … Continue reading

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Ideal Quoting Module Realized!

In an ideal world, increasing revenue would be as easy as accruing bills, and managing Quotes would be as convenient as managing a database of contacts. With version 5.7’s new Quoting module, IT support providers get a professional services automation … Continue reading

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Sharing Our Good News with You!

Good news comes in all shapes and sizes. Some good news comes bundled up in a blanket and smells, looks and sounds a lot like a baby. Other types of good news come in the forms of stellar report cards, … Continue reading

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The Forums and the Future of Mentors

The concept of mentoring goes back a LONG time, and its track record is just about as impressive as it is long. Looking back over time, there are a remarkable number of famous and successful mentor-protege relationships. Think about Socrates … Continue reading

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Version 5.7: How New Versions are Achieved

If reality worked more like fairy tales, we could just snap our fingers, click our heels together, or chant “Bibbidi bobbito boo,” and any enhancements we would like to add to our PSA software would just instantaneously exist. Unfortunately, in … Continue reading

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Creating Knowledge Base Articles from Tickets

With knowledge comes power, and, in the IT industry, with power, comes the ability to handle issues ranging from backup and recovery problems to security policies and network management issues. As IT services provider, managed services provider (MSP) or general … Continue reading

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