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ConnectWise and multiple boards

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ConnectWise and multiple boards

Postby etch.tier1techs » Mon Oct 13, 2014 7:00 pm

Hi all,

We currently have a setup where all user tickets get mapped to a ConnectWise (CW) board for all clients, and monitor tickets get mapped to a different CW board.

We would like to have it so tickets from different clients get mapped to different CW boards. There is a way with the CW plugin using 'streamlining', however this will force ALL tickets to go into the CW board, including the monitor-related tickets. This is not an option, the monitor tickets need to go into a separate board for all clients, yet user tickets getting split to different boards for different clients.

Has anybody managed to do this and if so, how?

Any help would be awesome with this one.

Thx,
etch.tier1techs
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Re: ConnectWise and multiple boards

Postby jware.connectwise » Thu Oct 16, 2014 10:45 am

Hello,

The solution your looking for would likely be better provided by ConnectWise's Support team since you're looking for a way to split your tickets out on the CW boards. They may be able to help you set up workflow rules on your main board to move tickets according to your needs. You can contact them by e-mailing Help@ConnectWise.com.

If you have any other questions on the Labtech side, please let us know or e-mail our Support team at Help@LabTechSoftware.com.

Thank you,
Jon Ware
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Re: ConnectWise and multiple boards

Postby etch.tier1techs » Thu Oct 16, 2014 11:33 am

Thx Jon ... I could explore the CW route. It would be nice if this was possible with the LabTech CW plugin as the functionality exists for 1 way or the other ... just not a combination of both.
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Re: ConnectWise and multiple boards

Postby jware.connectwise » Mon Oct 20, 2014 1:24 pm

Hello Etch,

We do appreciate your input. I can see your interest in being able to control the routing through the integration and it's something I can have reviewed as a Feature Request for a future update for LabTech. Please let me know if you have any other questions.

Thank you,
Jon Ware
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