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Free Dashboard Display | ConnectWise Manage

Dashboards can be instrumental in delivering metrics to your team, however third party tools such as BrightGauge might not fit some budgets. ConnectWise has built four dashboards into the Manage PSA product which could be of value to many.  Today we will show how to access these dashboards for instant use. Access:  To display using a separate machine, use the Read Only option for Manage.  This will allow displaying the dashboards using a standalone pc;

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End of Life Notice – Exchange 2016 | ConnectWise Manage

Dear Exchange 2016, it was fun but we have to say good-bye… Connectwise Manage will no longer officially support connectivity to Exchange 2016 after October 1, 2021.  This means if there is a connectivity issue with exchange 2016 there will be no support options available from ConnectWise. From ConnectWise Support:  Note: After October 1, 2021, you will no longer receive support for Exchange 2016 as Microsoft mainstream support has ended. It is recommended that you upgrade

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Known Issue – New Calendar Sync for Office 365 | ConnectWise Manage

Manage release 2021.2 brings a new feature known as “New Calendar Sync for Office 365”, however we are strongly suggesting NOT to enable this feature, until the bugs are worked out. 2021.2 Release notes  do note that this feature is still in Pilot however many have missed or understand what this means. Unfortunately this is like unwrapping a present only to find a note within that says your present is on backorder and no ship

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Known Issue – SMTP Relay Service for On-Premises | ConnectWise Manage

The following only applies to those running ConnectWise Manage On-Premises servers. From ConnectWise KB article “On February 29th, Microsoft enabled the new security defaults policy if a partner has not met Microsoft Partner Security Requirements. For on-premises partners that use Office 365 for their outbound email, we recommend that you install the new ConnectWise SMTP Relay Service which uses Modern Authentication.”   Unfortunately if Streamline IT or other smtp outbound domains are used, this SMTP Relay Service will

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Automatically restrict board access | ConnectWise Manage

A new employee is added to ConnectWise Manage and their new employee onboarding starts. A user account in ConnectWise Manage is known as a member.  Navigate to System > Members to view, add or remove members. Later it’s found that the new employee have had access to many boards with confidential information.  This happens more often then most will admit, typically as the new member was added manually instead of copying an existing user which

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Education is key – BuiltIT

COMMITTED TO EDUCATION Looking for an excuse to get out of the office? Missing being on the road? Here is an excellent opportunity, and you might just learn something useful for your business at the same time. Build IT Live is a unique conference where Vendors are not the main stage pitch, education is. Get answers, templates, tools and more for attending. -Culture  -Finance  -Human Resources  -Leadership  -Marketing-Sales  -Security  -Service / CX  -Strategy   Zero product

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Handling direct support requests via email

Running a service department is hard enough.  Coordinating support requests, rescheduling, emergencies and the list continues. The last thing a service coordinator needs is a client sending support requests directly to a team member.  Once a client acquires one of your team members email addresses, it’s like winning at Vegas!  Well, at least in their prospective view.  They feel sending a support request directly to a technician will result in instant support. Here is the

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Customer Portal – Admin Security Changes | ConnectWise Manage

ConnectWise Customer Portal, not just for Admins anymore ConnectWise has introduced a new customer portal for Manage. The new, free portal Is available to all partners and honestly, we think it looks pretty sleek. More information is available from ConnectWise University here: NEW ConnectWise Customer Portal. The new portal consists of two parts: A.  The Customer Portal where clients login and submit and update tickets, pay invoices, etc. B.  The Admin Portal where members login

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Manage Labs

Manage Labs, a set of features designed by the ConnectWise development team, contains some valuable functions worth looking into. To access Manage Labs; navigate to System > Setup Tables > Manage Labs. Here is a quick view of current feature sets with highlighted features we strongly suggest looking into.   Calendar Schedule Location Mode Adds a display mode to My Calendar and the Dispatch portal that displays the location of schedule entries. For more information,

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Broken Images? | ConnectWise Manage

Has your company updated it’s website lately? Images broken in your service board and invoice emails? CMS (Content Management System) type websites gives each image a unique url which typically isn’t replicated when a new website is created.  This results in images being broken when the new website is brought online. An easy way to keep marketing and web development from messing with these images is to create a directory in the root of the

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