For a customer to appear under a Management IT Solution it must first be associated with this solution within ConnectWise and this can be achieved via the company’s Management tab.
Go to Companies in the left menu
Use the Search function to filter the companies list
Select the target company
Open the Management tab
Click the add button (+) against Management Solutions
Select the required Solution from the drop-down
Enter the Managed ID (company name) to identify the customer when mapped on the Dashboard
Save changes to apply
Repeat the above process for each customer you wish to include in the Management IT Solution.
Once configured, the customer will be available from the DashBoard Entity Mappings dialog after PSA Integration is completed via Settings, PSA Integration, Entity Mapping.