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.

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 The form tools are quite outdated, and there is very limited functionality for form submissions.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}

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?