Insights User Guide
Feature - Insert Time Entries and Notes
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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.
Insert Time Entries from any generated output
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.