Visionary 360 Blog 

ConnectWise SSO

July 20th, 2019

ConnectWise has recently released SSO - Single Sign On which allows a single pane of login management across the ConnectWise Suite of products.   Here is a link to the University document to help learn more about this latest feature.

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Automating Managed Services

July 9th, 2019

ChannelPro Network Article Many MSPs are using only a small percentage of the automation functionality in their RMMs, missing out on opportunities to gain efficiency and put resources back into their business. Article in Channel Pro Magazine by Colleen Frye. Our very own Matthew Zaroff was interviewed in this article. Check out the online...

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How to use Company Types to integrate your Third Party Applications

May 7th, 2019

A recent ConnectWise Manage update now allows admins to create more company types via the Company Types Setup Table.  In the past, you were limited to a single company type which would be used to designate the type of customer in relation to your company. Now we can start using company types in the same way as you would use tags to catego...

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Support portal video

April 8th, 2019

The ConnectWise Manage support portal.  Love it or hate it, it's a tool that customers can use for self-help.   The team at JoomConnect have created an awesome video to help onboard your clients to the customer portal.  Available in three flavors (with one free) this video can be inserted into your website to help ease this onboarding pro...

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