Dashboard Changes and ConnectWise Manage Result
Once the Dashboard assets are mapped to their ConnectWise counterparts, the below Dashboard actions result in the following changes in ConnectWise.
|Dashboard Action||ConnectWise 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|
Where a Device mapped to a ConnectWise Customer, it is excluded from any Client or Site changes in the Dashboard. The device can only be associated with a different Customer by moving the device in ConnectWise.