ID897
Customers using key services to ConnectWise (In Development)
Output Type: Data Push

Most dealers have their standard copier accounts, also offer managed print, have a few document management accounts and are starting to get managed IT going. In this case you have four main services you offer, Copiers, Managed Print, Doc Management and Managed IT. Understanding who is not using all of your services is key especially if they are clients in an industry that typically uses that service. This process will write the key services used to the custom note in the Company Status pop up message in Connectwise.

Related Alerts
ID # Description Notes Required
ID789 Customers not using all your key services No
ID295 Model Mapping and Key Services App Use ID295 to let us know what your Key Services are No
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