| 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.
| 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. |
| A question whose name contains |
Is |
| MFA Secret or Secret Key |
Concealed, and offers VIEW MFA TOKEN. |
| password |
Concealed. |