Not sure if this is the correct sub forum.

But a general thought, my team feels that having a favourited Workstation feature would be useful for us to access some very frequent endpoints in ConnectWise.

Not much more to it, I feel that idea is pretty clear, thanks.

We are using ConnectWise Campaign to build forms that create opportunities within our CRM. The form tools are quite outdated, and there is very limited functionality for form submissions. 

Your choices are:

1. Add Contact to Group
2. Send email to Contact
3. Open Webpage
4. Create Opportunity in Manage
5. Create Activity in Manage
6. Create Ticket in Manage

It does not allow you to email the form data to anyone, so our team has to watch their CW dashboards for either and Opportunity, Activity, or the Ticket. If a rep isn't paying close attention to their CW dashboard, then communication with a new opportunity can easily be delayed. This is basic form functionality and should be considered for an enhancement. 

Need a Set trigger in Workflow event under Table Reference - Time Entries

Time Entry Documentation contains: {value}

We use down payment invoices to bill our service agreements, and agreement invoices to create the revenue recognition invoices.  We currently calculate tax on the down payment invoice, and use the "down payment invoice was previously taxed" box so tax is not duplicated on the agreement invoices.  This allows us to send one invoice to our customer that includes any applicable tax.  We also use down payment invoices to charge customer for Deposits so we can collect payments in Advance.  We recently added Avalara to create the tax liability. We were disappointed to find out that Avalara does not create tax on Down payment invoices, but does create the tax on the monthly agreement invoices.  Avalara also disables the "down payment invoice was previously taxed" box, so we can't use that.  Avalara told us that this is a CW issue.  Can an enhancement be created that will allow Avalara to create tax on Down Payment invoices.  Does anyone in the forum accomplish agreement billing in a different way than we are doing it?

We need the ability to customize the Home Page for ConnectWise Home based on Roles.

Why?

The "Contact My ConnectWise Team" button on the right side of the screen should not be visible to any user with any role.  We do not want/need technicians to be engaging any account managers.  Also with RMM(ASIO) application roles.  We have customers needing to use the "Client Site Manager" role.  As ASIO is site based and we cannout assign all sites in ASIO to a Client End User in ASIO.  With not being able to restrict this button from view, our end customers can see our ConnectWise account managers and their contact information.  This is simply not acceptable for providing clients access in ASIO.

Also, trial products are listed in the "Products" tab of the "My ConnectWise Hub" without the ability to restrict who see's these.

What business outcome would I gain from this feature or change?

The ability to properly contol what information is presented to users in ConnectWise Home, removing unnecessary clutter.  Allow ing proper use of delegating access to customers in ASIO as without restricting this view they will have direct access to contact our account management team.

What difficulities or problems are you tring to solve with your team?

Technical team has a desire to migrate any current customer using the legacy ASIO portal for "Client End User" access.  This portal is old, visually messy and needs updating.  To get around this we were considering Client Site Manager access and utilizng ConnectWise Home.

I would like my team to be able to use FIDO2 security key to log in to CW PSA. 

Right now, any older opportunity that is approved and turned into a S/O or project may have old contact details for finance. Invoices then are delivered to that contact regardless of who is listed on the finance page. This is so silly, a client may have multiple parent agreements. The finance page contact should be the default, overriding all else unless specifically designated. Like, make the agreement default to leave the finance contact blank, it can be filled in if a client for some reason wants one agreement billed separately. This has caused so much trouble with our clients, it's very frustrating. 

I'd like to be able to review the chat transcript from tickets retroactively, without manually "saving" each transcript. This is a basic feature that so many other tools/services have and it is a major negative of the ConnectWise Home/Support functionality.

In CW Home -> Support I can see all my current and old cases with ConnectWise.  Open cases will be listed first and then the closed ones. But when status is changed to "Event / Call Scheduled" the case seemingly vanishes from my view. Except it's not really gone, it's just at the bottom of my list, below all my "closed" tickets. I can find it my searching for the case number or changing page to the last one.

Can you please change the ordering priority so that "Event / Call Scheduled" is together with other open cases?