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 ...

VIP contact?  Special instructions needed for a selected company contact or company? Now using a new feature in ConnectWise Manage, this can be accomplished easily using a Service Alert.   This is available for "Company" and "Contact". Now before going crazy with this new feature you need to know about a limitation.  ConnectWise limits u...