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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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What to do: A Manage email has been sent from an unapproved email address. Please Review

Are you receiving emails that state:  “A Manage email has been sent from an unapproved email address. Please Review“? ConnectWise recently released Version 2021.1 which includes a new setup table called the “Send From Email Address”.  This new feature allows what email addresses or domains will be used in the various Send From address fields in Manage. As a continual effort to improve security within Manage, ConnectWise has implemented a feature to alert when an

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Today Screen – Part Two | ConnectWise Manage

ConnectWise Manage Today We continue our tour of Today page – discussing how you can change the appearance of this page to suit you. The Today page is a great way to get an overview of your day, listing your scheduled activities, seeing past due activities, and linking to important reports for your company. Many users do not notice the “Customize” link in the upper right corner of the Today page screen. Clicking this opens

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Add Configurations Automatically to ConnectWise Manage Tickets

Configurations, one of the underutilized benefits of ConnectWise Manage. Benefits of Configurations: Apply a higher SLA to a ticket (Increase SLA due to priority device). Apply a different agreement to a ticket (Supersede the applied agreement). Provide a higher level of reporting (Linked to service tickets showing instant history). Create tickets based on Service Tag (Control service usage of devices). Expiration date for warranty or services (Usable by workflows). Internal notes for the service or

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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 www.visionary360.com or setup an introductory meeting to discuss your needs.

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