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.

+2

Add ability to add free text boxes.

Jason Romer 6 years ago 0

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. 

+1

Enhance External Authentication Providers

Joshua Kurzawa (Admin) yesterday at 3:01 a.m. 0

It would be good if the external IDP methods could be enhanced so access can be managed by say Entra ID more.

Example, using Entra ID Security Groups - that would be mapped to ConnectWise App Roles - to manage appropriate access into the ConnectWise ecosystem.

Entra ID is very much every business' central IAM and would allow improved governance around access rights.

+1

API Access into CW Home

Joshua Kurzawa (Admin) yesterday at 2:58 a.m. updated by Sven Buijvoets yesterday at 3:05 a.m. 1

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.

+1

Improved Reporting and Auditing - Improved Security Posture

Joshua Kurzawa (Admin) yesterday at 2:54 a.m. updated yesterday at 3:03 a.m. 0

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

+1

Billing Email per Site

Gianpaolo Panucci 2 months ago updated by Sven Buijvoets 2 months ago 1

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.

+1

keep all previous communication in emails when sending updates on support

Nick Haley 10 months ago 0

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.

+1

Multiple email addresses under the same contact

Mary Roycroft 1 year ago 0

Please allow one contact to have multiple email addresses rather than having to be forced to create a separate contact for each email address. Thank you!

+1

ability to group users

Joseph Cavarra 1 year ago updated by Nikisha Watson 1 year ago 1

it would be nice to be able to assign learning plans and courses to groups of people intead of the idividual. make it so that an admin can group users into a team (ex Sales, service, finance, management) and assign a team leader to assist with monitoring training. 

+1

Sync CW Home support tickets with CW Manage

Brandon McGraw 2 years ago 0

I'm not sure how no one has raised this idea yet. I would like to be able to manage all of my tickets in one place, not have to go to CW Home to manage those and then into Manage for client and NOC tickets. So we need the ability to sync tickets between the CW homepage and CW Manage.

+1

Launch Buttons in the My ConnectWise Hub should be visible and not require hovering.

Steven Feinberg 2 years ago updated by Scott Beeson 2 years ago 1

Just seems silly to not have the Launch buttons visible in the My ConnectWise Hub.  The requirement to hover over the Products is an extra step that is not intuitive.