WebSep 3, 2024 · Log into the ConnectWise Manage dashboard. From the navigation menu, click System, then Setup Tables. Under the table column, enter Service Board and click … WebApr 2, 2024 · This selection will bring up the Create ConnectWise Service Ticket window. On this window, you can select your options for the new Service Ticket including Status, Service Type, Service Sub Type, Service Item, Source, Where, Severity, Impact, Priority, and Budget Hours.. There is also a Summary field. This field is required in order to save …
CW Manage - changing the default ticket note email notification?
WebThe full problem description from the call in e-automate is also added as a discussion/external note. As the ticket is worked in ConnectWise, the call notes will be updated in e-automate: 1. When the status of the ticket changes in ConnectWise. 2. When the ticket is created in ConnectWise, an internal note is added with the call details. 3. WebHas anyone figured out how to edit the email HTML ticket templates? I have a strong background in web development, but this isn't exactly something I have time do do, so I'd really like to just import a template to get it done. shy pig rose
New Status Page ConnectWise
WebFeb 21, 2024 · Audit Trail tab. STEP 2: Create a Ticket Template for a Client. The easiest way to create Ticket Templates in Manage is via the Company Record. Open a company (Company > Companies > Search), navigate to the tab called Ticket Templates. Create a new Ticket Template, selecting a System Master Template. Complete filling in all the … WebThe described “closed” statuses below are to be used when you have fully completed the Service Ticket. If the Partner replies with confirmation that a resolution has been found, … WebJun 6, 2024 · Status.ConnectWise.com provides: A public landing page – so that during an incident, the latest information isn’t gated behind a log-in page ; An opt-in … shy pig moscato