Video duration: 1m 25s – Last updated: 15 July 2024
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.
The insert screen mirrors that of the ConnectWise pop-up window, but is of course pre-populated with the output from Insights.
A final confirmation screen is shown before your Note or Time Entry is inserted into ConnectWise.
Insights is a suite of tools for Connectwise that allow your technicians to improve their First Time Fix Rate.
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