More filter options for companies in ConnectWise PSA | Voters

More filter options for companies in ConnectWise PSA

under review

Sarah Burns

Enable SmileBack partners to segment their results by additional PSA company fields:

territory
market
agreement type
? let us know in the comments

December 16, 2020

Eben Marks

marked this post as

under review

Eben Marks

I just added "agreement type" as one of the options, let me know if you're interested in that by replying or faving this comment.

Eben Marks

We've had some feedback today about the "Site" field on Company profiles, is anyone else looking for that?

Jenny Cruz

Eben Marks: Not needed for us although curious what the use case would be. We need the territory and market would also be useful

Kevin Harwood

Do we have an ETA for this feature?

Jenny Cruz

We could really use this. We use the territory field to segment our clients into pods. Each pod has managers looking at the data, but the only way to segment it now is to add each engineer in the pod. It would also be nice to have market as an option so we can see any differences in CSAT in a particular vertical

Eben Marks

Jenny Cruz: Thanks for this context, I've shared it with my team.

David Spire

Eben Marks, is this on the roadmap yet?

Eben Marks

Merged in a post:

Filter by market

David Spire

It would be nice to be able to filter CSAT results by “market” (vertical/industry) that is synced from CW manage.

November 23, 2022

Darren Gore

Hi Team, absolutely need this feature. It would be incredibly valuable and enable partner to gain more function from the data and smileback. When can this be done?

Eben Marks

Hi Darren Gore, it's not currently confirmed for development but I will make sure we consider it again soon.

Eben Marks

I've updated this to take into account other fields.

Darrin LeBlanc

This would not really benefit us very much due to how we use the territory field in CW Manage but I could see where other partners might find it useful.

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