Let technicians save note templates

A technician can save a working note as a ConnectWise standard note from MTX, with Save as Standard Note in the note’s menu, and reuse it from the Working Notes Add Note list. Standard notes are a ConnectWise setup table, so ConnectWise decides who may create them, not Nilear.

Give the right in ConnectWise

MTX offers Save as Standard Note only to members whose ConnectWise security role has the Add right on Table Setup, in the System module. To let a technician save templates, give their security role that right in ConnectWise.

Nilear reads each member’s security role when it imports your members. Until it has read it under the new right, MTX offers the item anyway, and ConnectWise refuses the save if the member lacks the right.

What technicians should know

• A template is visible to everyone in your company. The save dialog says so.
• Its name is at most 50 characters, ConnectWise’s limit.
• With Show on all boards unticked, the template is created for the ticket’s board and listed only on that board’s tickets.
• Notes that are empty or contain images cannot be saved as templates.
• The template is created with the technician’s own ConnectWise API keys, so their security role applies.

When ConnectWise refuses, the dialog stays open and says the member’s ConnectWise API member does not have permission to create standard notes, followed by ConnectWise’s own message.