ConnectWise PSA Contacts

What problem does it solve?

This Skill streamlines the management of contacts within ConnectWise PSA, addressing the challenge of maintaining accurate and up-to-date customer relationship information.

Core Features & Use Cases

• Contact Creation & Updates: Easily create new contacts or modify existing ones, including their details, titles, and company affiliations.
• Communication Management: Add and manage various communication methods like email addresses and phone numbers, ensuring contacts can be reached.
• Portal Access Control: Configure and manage customer portal access, including security levels and disabling login privileges.
• Use Case: When onboarding a new client, use this Skill to create all primary and technical contacts, ensuring their communication details and portal access are set up correctly from the start.

Quick Start

Use the ConnectWise Contacts skill to create a new contact named John Smith for company ID 12345 with the email john.smith@example.com.