Nilear Changelog
FeatureMTX: General

Edit a Site's Custom Fields

The Edit Site window, opened from a company's Sites tab, now has a Custom Fields card below the site's checkboxes. It lists the site custom fields defined in your ConnectWise, with the right editor for each: text, number, percent, date, checkbox, hyperlink or a list of options. Fields marked read-only in ConnectWise are shown but cannot be changed, and fields hidden from the screen in ConnectWise do not appear.

The Custom Fields card in the Edit Site window

Edits wait for SAVE CHANGES like every other field in the window, and CANCEL leaves the site as it was. Fields ConnectWise marks as required are highlighted and must be filled before the site is saved or added.

The New Site window shows the same card with empty fields; what you enter is saved with the new site. If your ConnectWise has no custom fields on its Site screen, the card does not appear.