👷  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:

CSAT Sentiment

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

Option Values:

  • Positive 
  • Neutral 
  • Negative 

CSAT Rating

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

CSAT Comment

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

Enabling the integration

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


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