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Ability to hide customers in ConnectWise integration 'Import companies' tab

We have hundreds of clients in ConnectWise - a lot of them will never be brought into ROAR.  When importing a new company using the 'Import Companies' tab, all companies in ConnectWise are shown in the list.  It would be nice if we could 'Hide' a company so that it does not show up in the future.  This could be an action on the 'Actions' button & and there could also be a checkbox to 'Show Hidden Companies'.

  • Guest
  • Oct 10 2019
  • Future Consideration
Last Reviewed Date 2021-01-18
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