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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.
Search tickets by member
It would be helpful to able to search for tickets in the portal by the member that logged that ticket
CW RMM “Devices (Preview)” - space conservation
CW RMM “Devices (Preview)”
- We need to reduce how much horizontal space is used.
- Status doesn't need to have "Offline" and "Online" as well as the faux LED. One or the other.
- Remote Access is way to wide.. Plus we don't need "Login". I think just the symbol will work fine.
- We should be able to adjust the width on the rest of the columns, even allowing us to make it narrow enough that info on the right is cut off.
--- Example" "Last Online" shows date and time, then almost an inch of wasted space.
--- Need to get rid of the white space on the right.
--- It would be nice if I could narrow down the column so the Time isn't visible, but allowing me to widen it to see the Time if needed in the future.
- Need to be able to share Views somehow.
- Should be able to assign specific Views to specific teams. Having every person create their own view is a massive waste of time.
- We have vertical wasted space as well. Can we get Devices on the same horizontal bar/line as our company logo, alert bell, Resources, and avatar?
Hey Jim - thanks for the feedback.
The horizontal spacing comments are an area we need to tighten up. Your comments to truncate the spacing and use iconography are on point and noted.
Similarly, the ability to share grids with other users is something we are aware of and working on. Expect to see this in Q3/Q4 timeline.
thanks,
Murray
Manage PSA Users and Security Roles from Home
Could the Members and Security Roles module in PSA be managed in ConnectWise Home?
Fully understand that PSA is it's own isolated database outside of ASIO and Home but this should be mappable and achievable like SmileBack, ASIO and BrightGauge.
*This should be separate to PSA in ASIO
Add Export as CSV on Peek Views, especially for Devices Groups Members
When designing a Dynamic Device Group I can see the Devices Meeting Criteria in a side peek but copy-paste gives awfull result all in one column and there is nor 'export as csv' option.
Please add this.
Also An API like REST API - Developer Network to get all Devices in a given group would be nice.
Longer Expiry for New CW Home User Accounts
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.
Thank you for sharing this detailed feedback. We appreciate you highlighting how the shorter activation email expiry impacts your onboarding workflow.
Based on this feedback, we have extended the activation email expiration window from 2 days to 3 days. During this time, the user will remain in a Pending status. Once the 3-day window elapses, the activation link will automatically expire, and the user’s status in User Management will be updated to Expired.
At this time, we’re unable to extend the expiration duration further (for example, to 5–7 days) due to InfoSec policy constraints around account activation and security posture. We appreciate your understanding and value your continued feedback as we work to balance ease of onboarding with security requirements.
Fw: CW ASIO / CASE 03206699
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Asio/RMM Platform Resources - Allow exclusions with all future sites.
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.
Favourite feature for Workstations in ConnectWise
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.
Email Alerts for ConnectWise Campaign Form Submissions
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:
- Add Contact to Group
- Send email to Contact
- Open Webpage
- Create Opportunity in Manage
- Create Activity in Manage
- 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.
Customer support service by UserEcho