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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.
ConnectWise Home Timeouts
Session Timeout ConnectWise Home
Hello,
A great feature that I would love to see added to the ConnectWise Suite is a Timeout Session for ConnectWise Home.
By default we purchased many products in the suite of software with ConnectWise, and since this is cloud based, there isn't much control when it comes to who accidentally leaves an open home session open on a general computer.
When using the HOME SSO configuration, our products: manage, automate, control, sell, itboost, if a session is forgotten about, a random user who knew where to click could get all sorts of passwords and access to things. This would be bad.
I guess the workaround here is to not use ConnectWise Home SSO and move to a 3rd party SSO provider. But I'd rather not as I enjoy the native functionality of CW Home's SSO. It works great.
Change Ticket Status
Give us the ability to change ticket status on all tickets. Some tickets i can changed to closed while others i can't.
What I also notice from time to time is that my ticket status will say waiting on partner response when it's really waiting on connectwise response. But i have no way update the status.
Add ability to add free text boxes.
I would love for me to be able to hire someone, send them to CW Home, and have them go through their entire onboarding right from one place. With the ability to add free text boxes, somewhere, into CW Home, we could add instruction sets and steps.
HOME USER SEARCH FAILS WHEN TYPING IN USER FULL NAME???
FULL USERNAME CAUSES SEARCH TO NOT BE ABLE TO SEARCH FOR ANY USER. AN ULTIMATE FAIL WHEN YOU'RE TRYING TO SEARCH FOR USERS WITH COMMON NAMES SUCH AS; JAKE, JOE, ETC.... PLEASE ADD FEATURE TO BE ABLE TO SEARCH DIRECTORY FOR USERS USING THEIR FULL NAME, FIRST AND LAST.
Resource Access hint in Asio Application Roles
When creating or managing Asio Application Roles in ConnectWise Home, each permission's tooltip and/or name should have something to designate that it provides contextual access based on the user's assigned Resource Access (Companies and Sites).
Currently, it is a guessing game on if that permission supports the Resource Access function, or if it gives access to everything associated with that permission.
API Access into CW Home
MSPs/Partners needing to automate their internal processes and link systems together.
If there was an API available we would be able to achieve such things as linking into a joiner/leaver automation for ConnectWise accounts to be managed with no human interaction, or be able to pull the CW Home users into an Identity Governance Tool so you can better audit access and changes.
Our business fully automates our internal joiners and leavers but we still have to manually sort access into ConnectWise.
Improved Reporting and Auditing - Improved Security Posture
With an increased need to constantly review our security posture and ensure we're compliant with regulatory and accreditation requirements it would help partners/MSPs to be able to see in CW Home:
- See login history to Home/auth.connectwise.com as a column on users and a searchable report
- See audit history of who created/amended users and their role access
- Improved overview of users access to resources at a glance, at the moment it's spread between different screens
- Apply IP restrictions from CW Home where this is the primary IAM/IDP to access the ConnectWise ecosystem
Billing Email per Site
We've got customers who like to split their billing per site, and additionally have accounts email addresses set up for each billing location, each location is responsible for paying it's own invoices.
We would like to be able to assign a contact to a specific site for billing emails.
Hopefully it's as simple as just getting a button in the site tab of the company that allows you to pick an alternate billing contact and then select from the list that references the Contacts tab from the Company.
Setting them up as separate companies doesn't work, because the Office365 contact sync is only with one company.
Request to add attachments onto tasks
When using ConnectWise, I have found that the 'tasks' feature on a specific service ticket is the best way to create punchlists and/or action items on projects. However, when creating a new task for that specific service ticket, you cannot add any attachments, resulting in not having any pictures/videos to help explain/clarify the task.
What I do currently is take all of my pictures, add them onto a word document, then add the word document onto the 'attachments' of the sevice ticket. Although this is fine, I would love to have the ability to add pictures/videos onto specific tasks.
keep all previous communication in emails when sending updates on support
when we get email updates on open support cases we are often directed to go to login to home, or have to go to login to home to get the full context of the message being received, this would be much better if the email contained all previous communication relating to that support case.
Customer support service by UserEcho