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About the ConnectWise Manage category
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0
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315
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August 7, 2020
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[New Bot] I would like a bot that would send out a summary reminder of tickets where the resource schedule is past due. I'm thinking it could go out ever day at 8:30AM
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0
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15
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November 21, 2023
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[New Dashboard] I need a dashboard that allows me to filter by client and shows current Invoice Additions and totals based on % of increase
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0
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25
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November 20, 2023
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[New Bot] Need a bot to alert a tech they are missing a config from their ticket
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1
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61
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November 8, 2023
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[New Scorecard] We are looking to create a scorecard
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1
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53
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November 8, 2023
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[New Dashboard] I need a Project Management Dashboard:
Top:
Last Month total amount invoiced for project work. (Using Project ID not blank on invoicing data targeting the previous month the to current month)
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0
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42
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October 18, 2023
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[New Dashboard] Infrastructure Management Team KPI Reporting Dashboard
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0
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69
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October 11, 2023
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[New Dashboard] Dashboard for Account Management. Example of a view that is helpful but dashboard:
- Time Invoice Amounts $ (Invoice Type = Standard AND Sales Order # = Empty AND Project / Phase = EMPTY) (12 months)
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1
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141
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August 17, 2023
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[New Dashboard] Need a dashboard like our Dispatch board to show metrics for all CloudTalk tickets
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1
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122
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August 17, 2023
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[General Feature] Dataset
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1
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103
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August 7, 2023
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[New Bot] Alert on a time entry without an agreement - custom alert
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2
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177
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July 11, 2023
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[General Feature] Skills Matrix
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1
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155
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June 27, 2023
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[New Bot] Alert fifteen minutes prior when a firm appointment is scheduled in ConnectWise Manage
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1
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150
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June 15, 2023
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[New Bot] Ticket "Discussion" Content Analyzer
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2
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159
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May 26, 2023
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[New Bot] When a ticket is in the "Working Issue Now" status (equivalent to "In Progress") and it has been 45 minutes I would like a bot to start pinging the technician every 15 minutes
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1
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121
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May 8, 2023
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[New Dashboard] I am in need of a dashboard that shows the time spent and the number of certain types of tickets on a daily, weekly monthly basis on a certain type of ticket
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1
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184
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April 17, 2023
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[New Dashboard] I don't see an option for a 7 day average ticket closure per tech scorecard, or the dataset that would be necessary to make it
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0
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122
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March 21, 2023
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[New Dashboard] Project missed tickets
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1
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145
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March 7, 2023
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[New Bot] Our core services dispatcher would like to be alerted when a ticket changes Manage boards from desktop to help desk. I checked datasets and cannot find a dataset that captures audit trail records
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0
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162
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February 6, 2023
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[New Bot] Alert when Assigned a ticket to a user. I'm marking this as high as we would like to get it set up ASAP as techs aren't realizing they're being assigned items
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5
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304
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January 19, 2023
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[New Dashboard] Widget Request (Not a full Dashboard)
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0
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161
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January 9, 2023
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[New Dashboard] I need a Dashboard that replicates the Project Dashboard in ConnectWise but includes agreement class work
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0
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153
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December 20, 2022
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[New Bot] Bot to Technician at End of Day. If Technician signs out & is assigned to ticket w/ following statuses: "Triaged, Acknowledged, Escalated, Client Responded, In Progress, Re-Opened, Done Yet?"
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0
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176
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December 8, 2022
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[General Feature] I would like to have the option to assign colors to a pie chart
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2
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217
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November 8, 2022
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[New Dashboard] Revenue by Product Category and Sub-Category
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1
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192
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November 5, 2022
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[New Bot] Bot to check status to see if it is "Scheduled" but has no resources or meetings scheduled in the future and sends an alert if not
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3
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329
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October 25, 2022
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[General Feature] It would be nice if the URL hyperlinks feature for column datasets allowed for a custom URL
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1
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280
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October 1, 2022
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Business Hours for SLA
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1
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193
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September 25, 2022
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Dataset for Automate Ticket Creation
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1
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198
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September 25, 2022
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Ability to Change Bot Timing in the Workflow
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3
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186
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September 24, 2022
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