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.

Need the ability to set the perceived ticket severity / priority. Example, just because connectwise deems a ticket a priority 100 doesn't mean that we do. Maybe have a connectwise priority and a customer severity. This could help when determining ticket urgency. 

Prompt us when creating a ticket how severe the problem is. If we select something like 0 create a popup making us acknowledge that the system is unusable or something. 

• Severity 0 - Enterprise System Down
• Severity 1 - Business Critically Impacted
• Severity 2 - Business Moderately Impacted
• Severity 3 – General Question Low Impact

But most important, let us change these severities. Just because it's a severity 3 today or when the ticket was created doesn't mean it didn't move to a severity 2 or severity 1 while time has passed. If we change it, prompt us for the justification of the change. 

It would be helpful to able to search for tickets in the portal by the member that logged that ticket

When creating a new user in ConnectWise Home, the email they receive expires in 48 hours.  This means that people in charge of onboarding new staff just have to resend the onboarding email if they try and get those accounts set up the week before.  This expiry used to be 5 to 7 days, which was great.  As it is, if we set up a new user on Friday, they already need a new email sent to them by the time they start on Monday.

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. 

In the Asio Platform of CW Home, when we assign resources to a user, it would be a huge time save to have an option to allow all future sites with exclusions. Right now, we have a handful of clients that only some members of our team can access. This unfortunately means that anytime we onboard a client, we have to go into each technician (and sales managers, and viewers, etc) and manually check off the box for the new client. It's a lot of manual work. 

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}