Quoter supports Site Selection for ConnectWise Manage and HaloPSA when selecting a contact. This allows you to use your existing Sites in your PSA which are pre-populated with address information.
How it works
When creating a new Quote, you have the ability to select any site from ConnectWise or HaloPSA that is associated with the company that the contact is from.
By default, the Site Selection selects the site associated with the contact in your PSA. If a site is not associated with the contact in your PSA, we use the company’s primary or default site.
When you select a site that is not the default from the Site Selection, we update the address details of the person you’re creating the Quote for to reflect the address of the site selected.
ConnectWise Site Selection
If you use Opportunity Selection for ConnectWise and choose to associate the Quote with an existing opportunity in your PSA, we will use the site of that existing opportunity and the Site Selection option will be deactivated.
Site Selection is only applicable when Quoter creates new opportunities in ConnectWise Manage. If the site of the existing opportunity is inactive, we show a warning message that informs you of this.
HaloPSA Site Selection
Unlike ConnectWise, HaloPSA does not restrict Opportunities to a specific Site. This means you can choose to associate any existing Opportunity with any Site and the Site Selection dropdown will remain active even if an Opportunity is selected:
Notes
If a Shipping Address is added to the Quote, a Shipping Site will be matched or created in ConnectWise using that address information. Site Selection is not used for Shipping Addresses.
If another database source is used instead of ConnectWise or HaloPSA, the Site will be matched or created in ConnectWise using the entered address information. This does not apply to HaloPSA as we do not create Sites in HaloPSA.
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