Clients can enter tickets one of 2 ways through a custom portal or by simply sending an email. Below you will find a video walk through of how a client submits a ticket via the custom web portal, and a PDF explaining how tickets are organized in ConnectWise based on the email address it was sent to.

Please reference the ConnectWise University if you need further assistance familiarizing yourself with the software.

Portal Ticket Submission Walk-through

Email Ticket Submission Steps

The document below maps out how tickets are organized into separate Service Boards based on the email address used by the client.