Add the ability to link an ECHO account to a ConnectWise Company when the Company ID Field is already in use.
A partner may encounter a conflict linking an ECHO account to a ConnectWise Company when the Company ID Field is already in use for an existing 3rd party integration.
Workaround: Partners affected with a ConnectWise “Company ID” conflict must add a custom field in the "Company Overview" by performing the following steps.
1. Add new Custom Field
a. In the ConnectWise Manage Portal go to System > Setup Tables > Custom Fields > Company Overview
b. Add New Custom Field named called “echo_username “ as shown below
c. Click Save.
2. 1. Add to the newly created Custom Field
a. In the ConnectWise Manage Portal go to Company> Company Search > Company
b. In the section called "echo_username" enter the ECHO account username as shown below
Note: The ECHO account username entered in the "echo_username" Custom Field must be identical to the ECHO account username.
Note: The ECHO account username must be unique across for each company in order for an ECHO account to link with a ConnectWise Company.