To use this feature released in 02-16-19, you need a Crewhu Pro 2019 or Badass account with permission to edit surveys + Connectwise integration.
To write survey notes back to Connectwise, adding these notes to the ticket, making it easier to see important information without having to change between programs.
Click on the following link to see more information about it: Survey Improvements: Survey Notes
To activate this feature, go to Settings > Survey and under the Miscellaneous section click on the Write Survey Back checkbox:
From now on, every note added to a survey in Crewhu will automatically be written back to the ticketing system and can be found in Connectwise as shown in the image below:
Crewhu writes back to Connectwise the following information:
- The latest Crewhu Rating associated with the ticket
- A link to the Crewhu survey from the Connectwise ticket
- The survey feedback added to the internal note section of the ticket
- A list of surveys and survey detail using the survey tab
Click on the following link to learn more about it: Writeback Survey into Connectwise