Dashboard Actions and ConnectWise Results
After the All Devices view assets are mapped to their ConnectWise Manage counterparts, the below All Devices view actions result in the following changes in ConnectWise Manage.
Dashboard Action | ConnectWise Manage Result |
---|---|
Add Client | Company Added |
Edit Client | Company Updated |
Delete Client | Company marked as inactive |
Add Site | Site added under the Company's Site tab |
Edit Site | Site updated in the Company's Site tab |
Delete Site | Site removed from the Company's Site tab |
Add Device | Asset added under the Company's Configurations tab |
Edit Device | Asset updated in the Company's Configurations tab |
Move Device to new Site in same Client | Asset moved to new site in the Company's Configurations tab |
Delete Device | Asset removed from the Company's Configurations tab |
Move Site to new Client | Site moved to the new Company's Site tab |
Move Device to new Client/Site | No action taken |
When a Device maps to a ConnectWise Manage customer, it is excluded from any Client or Site changes in the All Devices view. The device can only be associated with a different customer by moving the device in ConnectWise Manage.