Edit a configuration

A configuration opened from the checklist, from a review ticket, or from MTX’s Configs tab shows the whole ConnectWise configuration: name, status, file attachments, contact, notes, vendor notes, manufacturer, vendor, installed by, site, dates, serial, model and tag numbers, custom fields, and the questions of its type.

Changes are saved to ConnectWise at once

Each field is saved to ConnectWise as soon as you change it; there is no Save button. If a change cannot be saved, the message Unable to change answer for field names the field.

The toolbar shows the configuration’s tickets, its Manage and Remote links, when it was last updated and by whom, and buttons to delete it, pin it to MTX’s Configs tab, and refresh it.

The Configuration Fixer

A configuration with a required question unanswered, or a drop-down holding a value that is no longer valid, is READ-ONLY until it is fixed. Click OPEN CONFIGURATION FIXER, answer every question in Fix Configuration, and click SAVE. Configuration Fixed confirms it; You must complete all the fields before saving. means a question is still empty.

Concealed values

Answers to questions whose name contains “password”, “MFA secret” or “secret key” are hidden. Click Display field to see one, and Conceal Value to hide it again. See View an MFA code.

Create a configuration

In MTX, open Configs, then Create: choose the company under Select Company for New Configuration, fill in the form, and create it. From the checklist, the + button on a company’s checklist does the same.