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.