Company Policies
Company Policies
The Company Policies feature allows you to create a pop-up message, in our Autotask Insight/ConnectWise Pod/HaloPSA custom tab that can be customized per-Company. Company Policies are configured from the Verification -> Policies page.
The Show Verification Banner on Load option means it will display the pop-up message you specify whenever your technicians open a ticket for the specified Company: