Welcome to the ConnectWise Home
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.
The contact listed on the Finance page should be the default to receive invoices
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.
Automatically Save Chat Transcript to Tickets
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.
Ordering priority of "Event / Call Scheduled"
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?
Please let me rename posts
I hate that when I edit a post I can't change the "subject". Can we please get that functionality?
Rename forums
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.
Add Teamviewer version 15 to the Uninstall Teamviewer task. The current task fails to remove version 15.
Add more granular permissions
In home we would like to been able of selecting what a user can access.
Because permissions a related to Asio, then an external user must see everything in Asio not only RMM.
Dashboard for all services and API connections
I would like a dashboard that I can add all of the connectwise services I use to for easy access, instead of going to each site seperately. Maybe allow it to give some interface and then allow you to click on it and it takes you to the website for the service. It would also be amazong to allow API connections from the dashboard to products outside of connectwise. I currently use Manage, ASIO RMM, Acronis, Screen Connect, previously used sentinel One, outside RMM app, and proofpoint. Not to mention the universary, connectwise home, and marketplace. All offer different integratiosn but after 3 to 4 services it gets confusing on what is integrated to what.
Customer support service by UserEcho

