How to Setup Voicemail to Ticket for Kaseya

1. Log into the 1stream Admin Portal.
2. Go to the Administration > Manage Organization menu in the top right.   
   
3. Scroll down to the Connected Account and CRM Settings section.
4. Click on the Kaseya BMS text. The Modify ConnectWise Connection Settings pop-up will appear. 
5. Scroll down to the Client VoiceMail Extensions To Tickets section.
6. Click on the green circled + to open the configuration pop-up. The Add New Client Voice Mail Extensions to Tickets pop-up will appear.
7. In the Extension Number field, input the desired extension number that will receive the voicemails that should be pushed to ticket.
8. In the Select Board drop-down, select the desired board that the voicemails should be sent over to. 
9. In the Select Type drop-down, select the desired type that should apply to the voicemail ticket. 
10. In the Select Sub Type drop-down, selected the desired sub type that should apply to the voicemail ticket, if applicable. 
11. In the Select Item drop-down, select the desired item that should apply to the voicemail ticket, if applicable. 
12. In the Select Status drop-down, select the desired status that should apply to the voice mails ticket.
13. Click the Save button. 
14. At the bottom of the Kaseya Connection Settings window, select the Catch All Company that should be used for any tickets that can't be matched to a contact.
    
15. Save the CRM Settings

Once done, any voicemails received for the assigned extension will produce a ticket with the voicemail file and transcription as an attachment. It does take a few minutes for the voicemail to be transcribed and the ticket to be created.