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?

I hate that when I edit a post I can't change the "subject".  Can we please get that functionality?

Thank you so much for adding a "ConnectWise RMM" forum. Now I know exactly where to post my RMM questions.

Please do the same for other products. I'm not sure where to post questions about PSA, for instance.

Add Teamviewer version 15 to the Uninstall Teamviewer task. The current task fails to remove version 15.