when building installer, ability to filter by client

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When building installer, filter by client.  When you have several "Main Office", it's hard to determine which is the correct client.  Provide the ability to filter down the locations to only one client.

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Sean White Team Member
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Sean White Team Member

This can be accomplished using session group and session properties, I am including a couple of links that may be helpful, but if you have any problems, I recommend contacting our support team.

Create session subgroups - ConnectWise
Create session subgroups - ConnectWise

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jhardwick

The issue is that the Build Installer screen doesn't filter the available locations by the selected company, for example.

So if you don't know how the locations are specified for a particular client, you can't use the drop-down to match it - because it includes any value that is in that property field for any access agent.

Login should be to filter available locations in the drop-down by the selected company.



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