By default, Simplesat determines a rating's team member by looking for the following ConnectWise fields, in order of priority:

  1. Ticket Owner
  2. Closed by
  3. Opened by

If a member is included in the Ticket Owner ย field, they will be associated with the rating. If it's missing, Simplesat will choose Closed by, and so on.

Most-time Entered

We also have a way to set priority for the resource who entered the most time. When enabled, the assignment logic will look like this:

  1. Resource with most time entered
  2. Ticket Owner
  3. Closed by
  4. Opened by

After you've authenticated with ConnectWise, you can select the team member assignment.ย 

See also:

๐Ÿ“– Importing and syncing ConnectWise contacts
๐Ÿ“– Sending Simplesat ratings back to ConnectWise custom fields
๐Ÿ“– Create a ConnectWise API Member
๐Ÿ“– Creating a custom security role for ConnectWise members

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