Lifecycle Manager

Hello,Would it be possible to have consecutive page numbering for Deliverable PDFs instead of numbering by section? I typically print the deliverable and / or share via email with the client; as such, I spend a lot of time renumbering the pages for readability.-Jp

We’re new to LM and setting up sync from ITGlue - all good except it brings all active records that are set as customer and active - so it’s bringing over those legacy T&M, web hosting/Office365 only clients that don’t have managed services which puts us over our susbcription count. Anyone managed to find a way to use classification to just pull those on MSP plans or have you just changed the non-MSP clients to not be customer and acept that this will mess with some AT reporting?

We really appreciate the new SmileBack integration, we were hoping it would be added to the Deliverables integration, however it is only in the analytics.  It would be great if we can add the Analytics and CSAT option to the Deliverables so we can share with the client during our QBRs etc.  I hope you will consider adding it as for now we are having to screenshot it and add it in via Custom section. Thanks again, 

Can Lifecycle Manager show the vendor’s end of life date in addition to the warranty date?     My industry has moved to focusing on EOS/EOL as the key to whether they replace  vs just warranty or age.     Having this readily available in the reporting would be amazing.    

Apologies for the double-post, I also replied to the SaaS Management announcement, but I think that may not be the correct place to post a question like this? Amazing job with the SaaS Management out of the gate, ScalePad team!One critical piece of info I was hoping for was info on “login method”. While it’s great to know John Doe uses Claude, it makes an enormous difference to the conversation whether they’re logging into Claude “properly” (using M365 SSO or the company domain), vs. signing in as “homeuser@gmail.com”.I’ve seen other SaaS Management tools collect and present login information, is this on the roadmap? 

In the Key Contacts, I’d like to be able to see the person’s role

Hello, Are we able to customize the Initiative statuses in Lifecycle Manager? I would like to match them to or project board status, IE: Quote Sent, Client Reviewing, Update Needed, etc. Thanks, -Jp

We would like to be able to sync our O365 licenses that we have in ITGlue into Lifecycle Manager instead of setting up another integration.

I have set up the goals, Initiatives, and deliverables for a client. I set up a meeting in ScalePad and attach all of the artifacts to the meeting. Scalepad has a record of stakeholder contact email addresses and populates them into the meeting attendance field. Is there no way to send the invite from scalepad? how are we supposed to get the information from all that data sent as an invite to those involved. I cant imaging that there is no O365 integration to fire off an invite.

Hello, Are there plans to allow for rich text formatting in Action Items? And maybe fleshing out the input form to include a title and a description. Asking because it would make creating PSA tickets more seamless, and keep the Action Items list a little more clean -- currently, if you have more than one line of text it crams all the text into the list view of the Action Items. -Jp

Hello,  Are there plans for a mobile app version of Lifecycle Manager X? When I’m meeting with clients, it would be nice to have an app I can refer to without having to open my laptop. It would also allow me to make changes to initiatives / action items while meeting with clients.

Is anyone playing with Scalepad MCP and finding some cool use cases with Lifecycle Manager? I’ve been trying different workflows but haven’t found a gamechanger process yet. I like that it can create initiatives, but I want assets linked to the new initiatives, so I still need to touch each one manually.

Contracts When we import the contract details it is double counting the contract value as the contract header has the total value and the sub contract items are added once again. If you look at the import screen, you can see the hierachy view. Ideally this is how it would be presented in the budget report.

Would it be possible to add a button in the “edit info” page of an asset to take you back to the client asset page you were just in?

We need the assessment reports to keep the formatting when exporting to pdf. Support confirmed that the library they use for creating pdfs does not natively support rich text so it extracts the public comments to plain text. This makes the reports look less professional and hard to read.This first image is a public comment in an assessment with bullet points and bold, the way I want it to appearThis next photo is how the exported pdf report strips the formatting and does not look good 

SolarWinds N-central Agent under software is the incorrect description.  The company is now called “N-Able Technologies” you have a specific API with them, yet you still refer to their Software as SolarWinds under RMM.   This should “literally” take you 5 minutes to change the description in your database.It’s been 5 YEARS now.SolarWinds Corpo

Avanan is by far the best Spam filter agent in my opinion. I’d like my QBR’s to reflect what Avanan does for my clients. Will this or other Spam filter monitoring be added to lifecycle manager for our QBR’s? or if this isn’t on roadmap for integrations is there another way to get this info into our QBR’s that’s not manually adding pages that don’t match the flow of the QBR? thoughts?

I would like to be able to delete in mass all contract information for a client that is sync’d from the PSA.In the event that you sync all contracts and their child records, the dollars get doubled. I did not realize this, and now have to individually delete each contract record for each client that is a “duplicate”.Painful.

We often perform multiple assessments for a number of different reasons.  We should be able to present the results of mutliple assessments in LMX  (just like we could in LCI)In Deliverables 2.0 provide the ability to include multiple Assessments for presentation.

We have some included software that we set to “No Charge” to ensure our costs are captured against a managed service agreement. How do I get these zeroed out on the budget in LMX?

Hello,It would be nice if you could see the contracts that are selected to show on the main page of contracts.  For example, when I click into Sync from PSA, it would be nice to see which contracts I already have synced.  Sometimes there are a lot of contracts, and I don’t want to double up which ones I have selected. Thank you!

Howdy all! Currently we are not able to have our Analytics (ticket data) made available to include in scheduled reports. Analytics data is also not available to add to a “Deliverable” report. I would be happy to have that to start with. Ideally any client we have assigned an X license to we’d want to deliver ticket data to in a fashion that is well beyond what our PSA affords. Bonus points if we could get them access to the LM dashboard, but scheduled reporting is ideal.  I would imagine as Analytics is in beta that these types of features are coming but I was curious of a potential timeline.  Cheers!

We really need to get the Stack Alignment from LCI into LMX. I was expecting it to be in the Ignition releases.