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A configuration type (Manage Configuration Types)

Section titled “A configuration type (Manage Configuration Types)”
Step Setting Values Default
Settings Review cycle Never, Once, Every Year, Every Two Years, Every Three Years, Every Month, Every Quarter, Every Six Months Never
Settings Flag Additional Configuration Fields as Required Warranty Date, Purchased Date, Date Installed, Serial #, Model #, Tag #, Manufacturer, Contact None ticked
Company Types Company types whose clients must have the type Your active ConnectWise company types None
Agreement Types Agreement types whose clients must have the type Your active ConnectWise agreement types None
Reviewers Members listed for the type Select All, Clear All All selected

Changes are saved as you make them, and kept in Nilear. See Require configuration types and fields.

Setting Values Default
Board for Configuration Review Tickets Your service boards None: reviews are disabled
Default Review Work Type Your work types ConnectWise Default
Default Review Work Role Your work roles ConnectWise Default

Only administrators can change them. See Set up configuration reviews.

Nilear settings Configuration Station uses

Section titled “Nilear settings Configuration Station uses”
Page Used for
Settings, Company Types Only configurations of companies whose type is flagged as your active customer base come up for review in MTX.

Configuration questions with a special meaning

Section titled “Configuration questions with a special meaning”
A question whose name contains Is
MFA Secret or Secret Key Concealed, and offers VIEW MFA TOKEN.
password Concealed.