Hero | he·ro : (n) a person who is admired or idealized for courage, outstanding achievements, or noble qualities.

A Visionary hero: a person, using the Visionary 360 methodologies, who has taken their company to new boundaries and achievements.

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Search Results for: custom fields

Update Custom Fields | ConnectWise Manage

Custom fields, more powerful than ever thanks to a recent update in version ConnectWise Manage 2020.4. Previously these fields could be used in various places, yet only by a human.  This update now allows these custom fields, via workflows to have data added, updated or selecting them. If you happen to be new to the custom field world, see some of our other blogs on this subject. Navigate to workflows:  System > Setup Tables >

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Enhance Marketing Efforts Using Custom Fields

You are probably using fields in the Company Details pod to capture and store information about your clients. You may even be running a few workflows based off fields in this pod. Maybe you’re using  company status in a workflow to alert your staff not to perform work for a client with a past due balance or using company type as a workflow trigger to prevent a Prospect from opening service tickets before they sign

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Using Custom Fields for Direct Vertical Marketing Campaigns

You are probably using fields in the Company Details pod to capture and store information about your clients. You may even be running a few workflows based off fields in this pod. Maybe you’re using  company status in a workflow to alert your staff not to perform work for a client with a past due balance or using company type as a workflow trigger to prevent a Prospect from opening service tickets before they sign

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Using custom fields to help with service management

Service Management:  Ashton Technology Solutions came to Visionary 360 with a list of issues from a management perspective and wondered if custom fields could be used to help manage them. ISSUE:  They needed the ability to: Ability to “flag” a ticket that gets closed, but needs to be reviewed, pre-billing. Example:  Time sheet entries are reviewed on a daily basis, in which some entries will be desired to follow-up on, or the resolution for this

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Custom Fields

Why use custom fields? Generate data points Triggers for workflows Qualification questions See ConnectWise University Article for more suggested ideas Plan, test, implement First determine what is the desired result, what area does it apply to? Determine if a Custom Field is available.  Navigate to System > Setup Tables > Custom Fields to browse through the available choices. What type of field is needed? – Button: Adds a hyperlink in the Button URL field. There

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Custom Invoices | Customer Spotlight: Arclight Group

Invoices; it is one of the topics which bring some interesting discussions during our consulting calls.  Brian Largent, owner of The Arclight Group, had a vision of an invoice that stood out, different than any other ever seen. Brian needed his vision to be converted into a custom report, which then could be used as an invoice template. We suggested that Brian work with one of our creative partners, NEXNOW and after the introductions were

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A lesson from public safety – Audit & Review

Creating a workforce to follow a vision can be challenging.   Contrary to popular believe, no one can read the minds of the leadership team, so until science brings this ability to us we need another way to transfer knowledge and “the way” to our employees. In the Emergency Medical Services world, a popular task known as “Audit & Review” is performed routinely, a procedure that is simple and effective.  Let’s translate their procedure to one

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ConnectWise Automate RMM Consulting

Services ConnectWise Manage Business Consulting ConnectWise Automate RMM Accounting Integration and Optimization Sales Management & Quoting Automation Bookeeping Services Integrate your Tools Procurement Services You Have a Vision WE HAVE A WAY TO GET YOU THERE! Start Your FREE Assessment Imagine an RMM Tailored to Your Business Optimize | op·ti·mize: /ˈäptəˌmīz/ (v) // fine-tune and manage (systems or networks) using Remote Monitoring and Management (RMM) tools, enabling real-time monitoring, automated maintenance tasks, and remote troubleshooting

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Testimonial Submit Form

Submit your testimonial The stories shown in our success stories represent the real heroes in the business journey: our clients.We appreciate you taking the time out of your day to help tell a story about working with Visionary 360. . Thank you in advance for taking the time to tell others your story and how working with Visionary 360’s team helped to improve your business. The items marked with * are required fields, and while we

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Inbox.Failed | A very unknown issue and resolution you must know about

ConnectWise Manage PSA’s email connector possibly works harder than any other function within the product.  Touching a handful to thousands of emails per week, it can be brought to it’s knees with a simple emoji added by a client either trying to invoke comfort to a resolved ticket or adding frustration for their open issue. The ConnectWise Manage PSA email connector is programmed to manage emails first-in-first-out.  If a single email emits an issue, the

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About Visionary 360

Visionary 360 is a team of veteran coaches focused on the technology sector, mainly IT Service Providers, helping to successfully implement their tools more effectively with a financial focus.

We are problem solvers who love helping people, doing the impossible while having fun doing it.  We engage with our clients like they are family.  We love working with them, watching their companies grow.  There is no greater reward than seeing our clients prosper.   To learn more about Visionary 360, visit our website at visionary360.com or setup an introductory meeting to discuss your needs.

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