D
Devon Juvinall
Adding the ability to delete notes within thread and have those changes reflected in PSA would also be beneficial to Technicians as notes are sometimes added to the wrong chat. This can be corrected within PSA but as stated in the core post, those changes are not populated to Thread.
Autopilot
Merged in a post:
Support Editing Synced ConnectWise Notes
A
Alyssa Hewitt
Currently, Thread only syncs the initial creation of notes from ConnectWise PSA and does not update when existing notes are edited. Users have requested the ability for Thread to also sync changes made to existing notes so that edits in ConnectWise are reflected in Thread. This would improve integration workflows and eliminate the need to create new notes for updates.
Autopilot
Merged in a post:
Support Editing ConnectWise Notes
A
Alyssa Hewitt
Currently, Thread only syncs the initial creation of notes from ConnectWise PSA and does not capture any edits or updates made to existing notes. Users would like Thread to support syncing changes when notes are edited in ConnectWise, ensuring that updates are reflected within Thread without requiring a new note to be created.