Currently, the DD Tech portal is not inheriting the default work and billing type set under "Finance Information Defaults" for company's finance agreement set in ConnectWise.
This means that techs need to manually set the actual work type in Tech Portal. If we inherit the finance information default if there's an agreement, it will save time for Techs having to set it manually:
Example screenshot of finance information defaults set for a company in Connectwise
Screenshot of a ticket for the company showing it did not inherit the default
Currently, the DD Tech portal is not inheriting the default work and billing type set under "Finance Information Defaults" for company's finance agreement set in ConnectWise.
This means that techs need to manually set the actual work type in Tech Portal. If we inherit the finance information default if there's an agreement, it will save time for Techs having to set it manually:
Example screenshot of finance information defaults set for a company in Connectwise
Screenshot of a ticket for the company showing it did not inherit the default