Details on how to set up the CrushBank Ask Pod within ConnectWise
Before setting up the Pod, please reach out to support@crushbank.com and send us your ConnectWise URL and mention you are looking to set up the Pod so we can allow the connection on the backend.
- System> Set up tables
- Under the column tables type in Manage Hosted API
- Click on + to add a new item
- Under Description name the Pod. We suggest CrushBank or CrushBank Pod.
- Under Screen, select Service ticket. This is where the Pod will be displayed. If you want it on more than one you can create a second Manage Hosted API and select the second screen.
- For URL enter: https://connectwise.crushbank.com/askme?op=pod
- Make sure you select Pod and not tab
- Pod Height: 500 pixels
- To add the Pod to the Service Ticket, open an existing ticket and click on the gear icon near the top right of the page
- Click on Pod Configuration and move your Pod over to the Displayed box.
