Sending Simplesat ratings back to ConnectWise custom fields

👷  We're working on a beta feature that allows you connect Simplesat with custom fields in your ConnectWise instance. 

Once enabled, your ConnectWise tickets will automatically be updated with the latest rating sentiment, value, and comment.

After you create the new custom fields in your ConnectWise account, let the Simplesat team know and we'll work with you on completing the connection.

Creating new custom fields

Go to Setup Tables > Custom Fields > Ticket

You should see a screen similar to the one in the screenshot below.

Create three new custom fields:

Simplesat Sentiment

• Field Caption - Simplesat Sentiment 
• Field Type - Text 
• Method of Entry - List (Drop-down) 
• Display on Screen? - Yes 
• Read Only? - Yes 

Option Values:

• Positive 
• Neutral 
• Negative 

Simplesat Comment

• Field Caption - Simplesat Comment 
• Field Type - Text 
• Method of Entry - Entry Field 
• Display on Screen? - Yes 
• Read Only? - Yes 

Simplesat Rating

• Field Caption - Simplesat Rating 
• Field Type - Number 
• Method of Entry - Entry Field 
• Display on Screen? - Yes 
• Read Only? - Yes 

Note: you must be using Simplesat's latest survey version to correctly take advantage of the numerical rating field. The older version sends text values "good, neutral, bad" instead of numbers. You can check with the Simplesat team to confirm which version you're using and next steps. 

Enabling the integration

After you've created these fields, please let the Simplesat team know and we'll work with you on next steps. 🙌