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What’s new at 1Stream.

Product releases, new integrations, partnerships, team news, and event recaps. Everything happening across the channel, in one place.

PSA

New 1Stream Feature: ConnectWise Manage Internal Notes on New & Existing Tickets within 1Stream Apps

In addition into customer facing notes and resolution notes we now provide the option for internal notes for on tickets too

Jul 11, 2021, 1:37:48 PM · George Bardissi
PSA

New 1Stream Feature: ConnectWise Manage Default Agreement Selection by Site

Now you can predefine the default agreement tickets would apply to so that your service desk techs don't have to choose incorrectly

Jul 11, 2021, 1:34:50 PM · George Bardissi
Autotask

New 1Stream Feature: Synchronized CRM Notes from Within Contact Profile in 1Stream Apps

For ConnectWise Manage, Autotask, Infusionsoft, Hubspot, Salesforce we now have synchronized contact notes between the 1Stream Apps and the CRM of Choice

Jul 11, 2021, 1:11:21 PM · George Bardissi
PSA

New 1Stream Feature: @Mention and Follow Ups Added to Internal Notes within 1Stream Apps

Now you can use these features on Internal Notes just like you can on Customer Facing Notes

Jul 11, 2021, 11:48:53 AM · George Bardissi
CRM

New 1Stream Feature: Main Default Tab on Contact Profile within 1Stream Apps

You can now choose what the default tab that contacts open up to at the CRM level for the entire org

Jul 11, 2021, 11:45:43 AM · George Bardissi
CRM

New 1Stream Feature: Preferred Tab Order on Contact Profile within 1Stream Apps

Now you can select what is more important at the CRM level across your entire org and save clicks!

Jul 11, 2021, 11:41:54 AM · George Bardissi
PSA

New 1Stream Feature: ConectWise Manage Resolution Checkbox Now Available on New & Existing Tickets within 1Stream Apps

Easily mark your note as the final resolution note on a ticket

Jul 11, 2021, 11:38:50 AM · George Bardissi
PSA

New 1Stream Feature: ConnectWise Manage Internal Note Templates

Create a library of quick notes that you can use with Internal Notes

Jul 11, 2021, 11:35:34 AM · George Bardissi
PSA

New 1Stream Feature: Auto-Save Your 1Stream Dashboard Filters

You can now keep your defaults in place and easily throw this dashboard up on a second monitor or TV to keep an eye on things!

Jul 11, 2021, 11:32:38 AM · George Bardissi
PSA

New 1Stream Feature: New Columns for Unanswered Queue vs Unanswered Direct in 1Stream Dashboard

An easy way to see separated calls depending on if the call came from a call queue or was a direct call

Jul 11, 2021, 11:29:17 AM · George Bardissi
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