Overwrite Contact First Names

A new Overwrite CW First Name with AD Values option has been added to ConnectActive's Overwrite Options. When enabled, ConnectActive will replace a ConnectWise Contact's first name whenever it differs from the value found in Microsoft 365, Active Directory or Google Workspace.

By default this option is off. ConnectActive normally leaves first names alone because ConnectWise often holds the nickname a contact goes by (Bob) while the directory holds the legal first name (Robert). Last names are always kept in sync.

Turn this on for companies whose directory data is clean and should always take precedence. The setting can be found under ConnectActive -> Companies -> select a company -> Overwrite Options.