Save Messenger Transcript as 1 note in ConnectWise | Voters

Save Messenger Transcript as 1 note in ConnectWise

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When messenger is saving messages to ConnectWise it currently saves as one note. We have been getting requests to save it as a transcript on one note. What do you guys think? Vote away!

February 5, 2021

Interconnekt Support

As I have previously discussed with you I think that different partners will want different settings here and I think the best way to achieve this would be to:

have a toggle switch in the chat that disables auto-syncing of messages during the chat and then sends through the transcript as one message
have a setting that does the above but for all chats

This way you get the best of both worlds.

David Lay

This is EXTREMELY important. I am still playing with CG and now that I've seen the interaction with CW. To busy to read and if each "post" to CW generates a ticket ... clients will not be happy about that.

Josh Way

As in like a chat transcript? If so, then I'm in! We're not using it yet, but I can see this as a no brainer.

Vince Kent

Agreed it would be much easier to follow if it was a transcript