Welcome to the ConnectWise Home
Enhancement Forums
The ConnectWise Home development team uses an agile process.
Every post made here is read by someone on the Product team at ConnectWise. Try to think outside of your immediate needs and format your enhancement requests and feedback as actionable.
Try to answer these questions-
- Why?
- What business outcome would I gain from this feature or change?
- What difficulties or problems are you trying to solve with your team?
The status' are simple and easy to understand. If you see something that Needs Your Feedback, read it and comment! The more voices we have in this forum, the better solution the team can provide.
One of our core values is "We Obsess with Partner Success" and this forum allows us another channel in which to have conversations around your success.
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Return ability to arrange resources in My ConnectWise Hub
The handles to arrange resources in the Resources tab of My ConnectWise Hub are broken. Support stated this functionality was no longer available per the Application Services team and that an Enhancement Request would need to be submitted.
This functionality is important to keep the Resources tab organized.
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Filter Cases from Home Portal - Multi Select
Right now, the home portal filters all cases by new status. Sometimes i get confused when i don't see my open case then i remember i need to click the filter, drop down each of these, one at a time to find my case which is kind of annoying. I'm personally more concerned about open cases in general.
It would be nice if i could multi select all which statuses that i want to see, in my scenario, all open cases and or have the ability to check all statuses and filter by ticket id. More or less i want to see things I'm actively working on with support.
Maybe something like this.
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Remove "Keep me logged in" option
I would love the ability to remove the Keep me logged in functionality from ConnectWise Home. It's a nice feature for ease of use, but it could give an attacker direct access to management tools if a PC were ever compromised. I would argue that the feature shouldn't even exist, but if it could at least be disabled that would be great.
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DUO SSO integration
DUO SSO integration needs to be supported. Its one of the biggest MFA providers out there.
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Purchase additional Bitdefender licenses in ConnectWise Home
Is there any way that we could buy additional licenses through ConnectWise Home (like we do with Automate licenses)?
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Add users to email alerts from ConnectWise
After the AWS outage yesterday only the primary account contact received a service alert for the outage. After looking for a way to add the rest of the team to the alerts I contacted support. They said only the primary account contact can receive these alerts and would need to forward them to the team. I'm requesting an option to opt-in for alerts be added so distribution of alerts that impact our environment do not require manual interaction for distribution.
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Ability to Email Other Users
The ability to add or remove another persons email from a ticket. Sometimes my coworker opens a ticket with CW and sometimes i do. It would be nice if i could open the ticket and add him as a CC or TO so that way we can both see and reply to all communication on the ticket.
Right now i have to log into the home portal and switch to his provide to check on the ticket communication or i have to ask support to add my email to the ticket or his email to my ticket.
Thanks,
![](https://cdn.userecho.com/characters/75.png?1)
I have several problems with the "functionality" of Connectwise's suite of software
Things that I shouldn't have to tell you:
Client Portal is crippled. It used to do more. But the old one sits there deactivated, waiting for people to accidentally try to use it. I was told the button to use the defunct portal could not be removed. The lack of creativity over there is staggering.
Automate and Control do not integrate with Manage like they used to. There are still screen shots of what I expected to happen once we synced Manage and Automate. I guess that was the old way. The new way is no.
The four main products you offer Manage, Automate, Control, and Sell operate like wildly different beasts having no relationship to one another. These were clearly designed by different teams with different levels of competency.
The main SSO Home screen is a shopping cart. I don't know about you but I think it's weird that our internal BMS has a "cart" button.
No Dashboards anymore (just blank white screens) Not much to say about this other than blaaaaaah. I was told you were working on a fantastic dashboard system that would put relevant data front and center for each employee. Blank white screen.
Company Sites have limited use (very difficult to set up and navigate) It looks like some functionality was added since I first complained about this, but it's still obtuse.
Product Bundles do not work as promised. A product bundle can not have services and labor agreements together or something like that. I remember it being confusingly useless. I don't want to look up the specifics.
Billing Cycles do not work as promised. Your system does not calculate a monthly service as a quarterly invoice or any combination of quarterly, monthly, and yearly services pricing and billing billing cycles. It's just a line of math missing which basically makes the software unusable to us.
No Mobile App. Let me take that back. There is a mobile app, which forwards to a website, which forwards to another website, which opens something called Legacy ConnectWise Mobile App. I don't like the sound of that. But, it doesn't matter because my phone opens webapps in Safari and your software doesn't work in Safari.
Slow and Boring tutorials no one will sit through. Wow. These take forever to watch. And they are awful. Then there is a test with five question. They always have the same formula. Three questions you could have answered without watching the video. One question that was actually from the video. And one question that was not mentioned in the video.
The Calendar in Manage is not great.
Advertising everywhere. I don't need employees being further confused by you showing them products and functions we don't have. Stop gamifying our BMS.
Slow. The system is very slow. I see that spinning blue thing a lot.
Support is tedious. No phone support for a product we pay thousands for a month. So every question and every discussion needs to take at least a week of typing back and forth and repeating what I typed because somehow your techs don;t "hear" us when we type. They like to answer questions we didn't ask and close tickets.
Grey icons everywhere (they look "greyed out") That's the universally understood interface color for things that can not be used. You use it for stuff all over.
You can't see more than one phone number on a contact unless you click and look through the options of possible phone numbers. Plus the options for phone number and email type are silly
Weird word choices
- Company instead of client or customer
- Site instead of Location
- Member instead of User
- Agreement instead of Contract
- Addition instead of Product (Only in an Agreement)
- Configurations instead of Installations
- etc.
Clicking the icons on the icon nav on the left doesn't do anything. What a wasted opportunity for a little affordance
Speaking of affordance, your software doesn't have any. I don't think anyone working there even knows what it means.
Doesn't work on Safari. A small company called Apple distributes a web browser called Safari. You ignore it. Nothing works, including the Home, on Safari for iOS or MacOS.
There is no way of knowing how anything works or how to do anything in your software without looking it up. But also your documentation is so fragmented and poor, looking it up mostly returns old documentation so really the only way to know how to use any part of this software is someone has to tell you. The UI is so awkward and unintuitive every user has to be trained personally and repetitively, like a jet pilot learning the cockpit of the f18.
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Add ability customize theme more than what is offered now.
Would be great to have the ability to really make CW Home our own. Be able to customize all the images, color schemes, etc. Ability to rearrange layout would also be awesome!
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Add ability to add 3rd party links in the launch area.
It would be great to be able to link to things such as Auvik, Office 365, and even our intranet site right from CW Home. Give us one place to go, especially for engineers, to access everything.
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We have added a 'Resources' tab to the 'My ConnectWise Hub' area of Home. This tab contains some default resources provided by ConnectWise but also allows users with the 'Home Admin' role to add and sort additional resources for their whole company to see.
Customer support service by UserEcho