Task 8. Adding Custom Fields to Map MSP Accounts to ConnectWise Companies

Requirement: You must add a custom field to map the MSP account with the ConnectWise company.

To add the custom field, perform the following steps.

1. In the ConnectWise Manage Portal select System, Setup Tables.
   
   

   

   The Setup Tables Search page is displayed.
   
   

   

2. Enter Custom Fields as shown below.
   
   

   

   
   A list of custom fields is displayed.
   
   

   

3. Click the Company Overview link.
   The Company Overview page is displayed.
   
   

   

4. Click the plus sign  by Custom Fields.
   The Custom Fields page is displayed.
   
   

   

5. In the Field Caption field, type echo_username as shown in the above example.

6. In the Field Type drop-down, select Text.

7. Ensure that the Display on Screen? Box is checked.
   The field is displayed in the Company Overview page, as shown below.
   
   

   

8. Click Save.

Go to Task 9. Integrating the MSP App with ConnectWise.