4 years ago
TopLeft can make ConnectWise ticket changes using your CW account
TopLeft can now make changes to tickets, projects, and other records as if you made the change in the ConnectWise application. This allows:
- The audit trail for a ticket, project, or opportunity to show which member made the change, rather than showing the change was made by the general TopLeft API member.
- Show ticket and time entry notes as being entered by the member when sending notes to customers, rather than showing they were made by the general TopLeft API member.
- Changes to be subjected to the member's security role restrictions.
To enable this function, you need to make a set of member API keys and put the keys in the TopLeft app. Instructions and an explanatory video are in the knowledgebase.