At Mentions: removing a member deletes the record rather then marking as "done"
G
Gary Simmons
When a member is added to a ConnectWise 'ticket', users can remove that member by either:
- Marking Done
- Trash Can
As a user, I'd prefer that members are removed via the Mark Done path.
Marking Done allows the member to roll off the thread while still preserving the assignment history. Having this audit trail allows techs to more easily review which members helped resolve a thread when similar future ones emerge, among other use cases.This post was marked as
open
M
Marc Rosa
planned
Stephen Boss
Merged in a post:
Allow marking a resource assignment as done in Inbox
N
Nicole Holmes
Rather than allowing us to mark a resource assignment as done, Thread is deleting the resource off the ticket. This means there's no record in connectwise of who the ticket is assigned to.
Marking as done marks the user appointment as complete. The appointment stays on the ticket.
Deleting an appointment would allow techs to take themselves off an assigned ticket without having an easy to see record that they were assigned.
As a matter of process we don't allow anyone except our CWM administrators to delete assignments