Client Identifier

Jason Lathrop

January 11, 2023 15:54

We rely heavily on a client ID (ConnectWise Manage users call it a RecID) to ensure when we relate data between systems, its to the same client.  It would be an huge help to have a way to mark a client identifier that then shows in exports and API calls for that client.  This eliminates the forever likely human typo or added whitespace in client names when trying to relate data.  We all know a client name can get added just one character off between two or three systems which then makes it a manual process to find the error. 

 

We tried to just append the ID to the company name but that then shows up in all the phishing emails now... 

2

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  Isaac McNair January 11, 2023 18:00

  Hi Jason,

  Thank you for this feedback, we truly appreciate it. I have gone ahead and submitted a feature request for you. 

   

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