Under this section, you can set the default Service Board, Status, Service Type, and Source to be used when creating new ConnectWise Service Tickets from QuoteWerks.
Default Service Ticket Creation
Warn if not creating Service Ticket(s) from Won Opportunity
Check this box to receive a warning if you don't select a Service Ticket creation option when completing a won Opportunity in QuoteWerks. Under this selection, you can set defaults for the copying of products and services to new Service Tickets. These defaults include "Products and Services", "Each Service", "Services Only", "Products Only", or "<None>" when completing an opportunity as Won in QuoteWerks.
When closing an opportunity as won, include the following when creating service tickets
Attachments from Opportunity: This setting will include all the Document Attachments from the opportunity on the ticket when QuoteWerks creates the ticket from the Won Opportunity.
Notes from Opportunity: This setting will include all the Notes from the opportunity on the ticket when QuoteWerks creates the ticket from the Won Opportunity.
Default Project Creation
Under this section, you can set defaults for the copying of products and services to new or existing Projects in ConnectWise Manage. These defaults include "All Items", "All Items Except Agreement Items", "Only Phased Groups", or "<None>" when completing an opportunity as Won in QuoteWerks.
Other related topics: