Visionary 360 Blog 

TSP-ISAO is the first information sharing body dedicated to cybersecurity for TSPs

November 11th, 2019

Sponsored by: ConnectWise Announces Cybersecurity-Focused Organization to Boost Resilience of Technology Solution Provider Industry ConnectWise announced the creation of the independent Technology Solution Provider Information Sharing and Analysis Organization (TSP-ISAO) with the mission of advancing the cybersecurity resilience of the g...

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Monitoring On-premises ConnectWise Manage

October 3rd, 2019

Solution Providers do a great job of monitoring and maintaining their client’s systems; however, many tend to forget their own equipment. If your company’s ConnectWise Manage installation is On-Prem instead of cloud hosted SaaS, are you monitoring it?  We have put together a quick list of services that should be in your monitoring stack....

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Custom Fields

September 20th, 2019

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 ...

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Add Alerts to Company or Contacts

September 16th, 2019

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...

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