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About the ConnectWise Manage category
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0
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459
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August 7, 2020
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[General Feature] Need new dataset that exposes Company Site Custom Fields
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0
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123
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July 22, 2024
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[New Dashboard] Quarterly Utilization dashboard for all Connectwise members set to utilized
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0
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146
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June 26, 2024
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[New Dashboard] Capacity Planning Dashboard
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0
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132
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June 26, 2024
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[General Feature] Dashboard - option to hide widget title
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1
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220
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February 2, 2024
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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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171
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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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189
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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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238
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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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235
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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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233
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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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295
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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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296
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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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240
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August 17, 2023
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[General Feature] Dataset
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1
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242
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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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354
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July 11, 2023
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[General Feature] Skills Matrix
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1
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369
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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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361
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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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341
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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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233
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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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360
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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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238
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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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293
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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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299
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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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481
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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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284
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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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324
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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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321
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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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452
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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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332
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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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492
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October 25, 2022
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