Product Discussions

I was working through evidence requests with one of my tenants, and four of them asked about passwords, but used the term “password configuration” in the request. We’re a little confused about what is meant by the term “configuration”. Does it mean password complexity requirements in the policy documents, or does it mean evidence of configuration of said requirements in systems (for example, a Group Policy in AD). Or does it mean both working together? 

I would like to be able to query the Lifecycle manager data from a REST API - We are trying to build automated data driven reports and need the data to parse the data from other tools and portals. I don’t see any documentation for the ScalePad API and was hoping I am just missing it. 

Can anyone help me integrate Quoter with Go High Level?  I’m wanting to automate everytime I send a quote in Quoter it automatically creates an opportunity in Go High Level in a specific pipeline.

Can anyone help me integrate a jot form with quoter?  I’m wanting to automate when someone fills out my jot form to creat a quote in quoter with all the admin data in a blank template I created in quoter.

Hey everyone 👋 We recently rolled out a brand new Quotes List interface, and it’s perfect for organizing your sales workflow like a pro. Here are 7 essential views we recommend MSPs build out first. Each one helps you save time, close faster, and stay laser-focused on what matters most: 💡 1. Sent Quotes — Expiring Soon 📅 Filter: Stage = Sent, Sort by Expiry Date (Asc), Show Column: Expiry DateCatch quotes before they expire and go cold. This one’s a lifesaver for closing deals in time. 💡 2. Draft Quotes 🎯 Filter: Stage = Draft, Filter by Owner/sGives sales managers an instant view of which reps need a nudge to get quotes finalized. 💡 3. Published but Not Sent 🚨 Filter: Stage = Published, Sort by Created Date (Desc), Show Column: Created DateAvoid dropping the ball. This shows every quote that’s ready but hasn’t been sent out yet. 💡 4. Expired Quotes — Recently Expired First 🔄 Filter: Stage = Expired, Sort by Expiry Date (Desc), Show Column: Expired DateRe-engage or reissue quo

What are the differences between Controls and Objectives? 

Hi folks, I am hoping to get some ideas around how other companies manage the order fulfilment process after a quote gets accepted on quoter. We are a small MSP and up until recently, the sales people managed ordering of any materials required for projects they quoted and were accepted in quoter. This worked relatively well, however it was an inefficient process. We now have the procurement process being carried out by someone in administration and it is working well so far. The way they are managing the process at the moment is a combination of using the procurement emails to get their pick list and using changing the status on quoter from accepted to Ordered/Fulfilled, as well as using the internal notes section to keep track of PO’s/order confirmation numbers/tracking links/etc. This is working relatively well at the moment, however, I forsee the challenge down the line that we add a 2nd person and eventually more to this role, it will become more difficult to manage orders efficien

I can’t tell if they’re running or not, because I’m not receiving the Test message.  Do I need to configure something in the system settings?Thank you 

We are working on setting up the SaaS feature for one of our tenants to explore how this new feature functions. However, no information is currently displaying. Could we schedule a call to learn more about how it works and how we can implement it for our clients?Thank you.   

The owner of a Quote should be integrated into QuickBooks Online, mapped to QBO field Location

Hi Team,I’ve recently been handed the task of cleaning up our clients data in LCI. I am running into an issue where certain accounts are still showing as having M365 licenses applied in the client's ‘User List’ even though they have been removed.A manual sync of 365 has been completed via the Data Sync Manager with no changes in the LCI portal. I have also confirmed in the 365 admin portals that all licenses have been removed. Is there another area where I should be checking/updating for these changes to take effect? I appreciate your assistance and look forward to working with the team to resolve this one.Thanks

There’s a debate at my organization regarding the assigning of tasks (such as evidence collection or document uploading): can you assign tasks to anyone within an organization just using their email address, or do they have to be added to ControlMap as a user?

We do not have the ability to create a ticket to Halo from Lifecycle Insights. What’s the best way to get recommendations over to Halo once they are approved?  I am looking for a more automated approach. Is anyone using any good methods to get the recommendation into HALO? Submitted on behalf of John Marzano at Brite. 

I have noticed a sharp decline in information pertaining to Backup Radar being posted on the Product Updates page.Seems like the monthly release notes have ceased, and only major feature announcements get posted. I doubt that there has been no changes to the product since October 24...There then seems to be silent updates applied in the background (maybe monthly?) that change functionality or break policies and we don’t get any notification of their application or the changes going into effect.Am I missing something? Is there a Release Notes page I am just blind to?

I have been unable to successfully attach a PDF to my Report Builder template using the Image File component.  I have attempted this with multiple sizes, layouts, and margins for the PDFs.   In Presentation Mode, the viewing area for the PDF appears to be set at half of the viewable screen size. In the downloaded printable (PDF version) copy of the Report Builder template, the PDF is - for lack of a better word - squashed.If there is something I can do to make this appear correctly in both the Presentation Mode and the downloaded version we provide to the client please let me know.  Otherwise, I assume this is a bug or a serious miss on the part of the developers. 

I have superadmin privileges in ControlMap, so I am not sure why I am being blocked.  Three of the companies I can connect to with out issue.  I previously was able to access all five companies.

We are a long time Quoter user - since Socket - and would love to beta test the integration between Lifecycle Manager and Quoter for Workstation Assurance packages.Thanks 😍

Is there a way to add other attributes/columns to assets in ControlMap, so it can be the basic asset register for an organisation? e.g. equipment barcode? Ideally, custom attributes would not be overwritten when rows are updated from an integration. I thought this existed but looking again, cannot see the option to add additional columns.

Greetings! I’m recommending that we have the ability to create “Business Review” Templates that can be used for all our clients within the LCI tenant.  For example, have one global template for ‘quarterly business reviews’ or another one for ‘semiannual review’, and so forth. Our goal is to keep all of our notes / client activity (communication) within LCI.

Trying to complete a pre-assessment, I get through question 28 and there’s no NEXT or COMPLETE button.  see attached imaged.  what am I doing wrong?

I am trying to delete one asset under a client and am unable to