Feature - Insert Time Entries and Notes

Video duration: 1m 25s – Last updated: 15 July 2024

nsert Time Entries from any generated output

Any output generated by Insights can be automatically inserted into ConnectWise as a Time Entry or Ticket Note.

Access the Insert screen from the left hand menu or click the “Insert Note or Time Entry” button underneath any Insights-generated content.

Insert Time Entries and Notes directly into ConnectWise

The insert screen mirrors that of the ConnectWise pop-up window, but is of course pre-populated with the output from Insights.

Confirmation before insert

A final confirmation screen is shown before your Note or Time Entry is inserted into ConnectWise.