Ability to view and change agreements
complete
M
Marc Rosa
complete
Exciting news around a long-standing requests: Inbox users can now view the Agreement or Contract tied to a thread within Inbox!
This update makes it easy for techs and Service Managers to design their response and resolution approach to match the service contract with that customer.
To get started, open a thread within Inbox and expand the PSA Actions card in the right sidebar.
Have any questions or ideas on how we can make Agreements even more powerful? Drop us a comment here or via getthread.com/help (ask for the Product team).
🛠️
Permissions change required for CW Partners
: ConnectWise users must have the correct permissions in place to access real-time Agreements details. Follow these instructions to become fully enabled.M
Marc Rosa
in progress
An exciting update: We're currently developing the ability to view and change Agreements within Inbox! This will be paired with another update that focuses on displaying response and resolution SLA for that thread based on the agreement.
Stay tuned for additional updates and future releases!
N
Nick Casale
Marc Rosa: Didn't we already have this feature?
A
Amanda Swanson
Merged in a post:
Autotask contracts on thread in Inbox
A
Amit Donenfeld-Peled
We would like the ability to change contracts on a thread from within Inbox. It is important for billing purposes.
K
Kristof Orts
under review
N
Nick Casale
Any progress on this?