Hero | he·ro : (n) a person who is admired or idealized for courage, outstanding achievements, or noble qualities.

A Visionary hero: a person, using the Visionary 360 methodologies, who has taken their company to new boundaries and achievements.

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Latest Posts

Staying on Track: Requesting Updates from Internal Resources in ConnectWise PSA

Streamline Your Workflow: How to Request Updates from Internal Resources in ConnectWise PSA Keeping your team aligned is just as critical as keeping your clients informed—especially when managing service tickets in ConnectWise PSA. Fortunately, the platform includes some built-in features that make internal collaboration quicker and easier than ever. One such gem is the resource people icon on service tickets. It’s often overlooked, but incredibly useful. With just a few clicks, you can send a

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Quick Tips for Automate and ConnectWise RMM

  Automate Quick Tip: Use Asterisks to Prioritize Custom Items  Speed up your workflow by adding an asterisk in front of custom groups, searches, scripts, EDFs and monitors. This pushes them to the top of the list for quick access. No more scrolling through a bunch of defaults to find what you are looking for.   Automate Quick Tip: Quickly Find Offline Agents License count getting eaten by stale endpoints? Use the built-in Search to find

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Introducing QuickTix

Say Hello to QuickTix — The Next Evolution of Email reConnector If you’ve been using Email reConnector to streamline your email-to-ticket workflow, we’ve got exciting news. We’ve officially rebranded Email reConnector as QuickTix — a name that better reflects what we do and where we’re headed. Why the change? As the product evolved and became a go-to solution for turning missed emails into fully populated ConnectWise tickets, it became clear that the name “Email reConnector”

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Understanding Employee Buy-In | Recognizing and Rewarding Contributions

Employee Engagement Series Previously, we published an article titled “Simplifying Employee Buy-In…” (click the link to read), which was great overview of some of the typical components in a company culture that facilitate positive employee engagement.  This article is the last in a series intended to unpack those concepts a bit further. Recognition and Rewards In this series we have talked about ‘communication’, ‘creating a culture of continuous improvement’, and most recently ‘training and support’. 

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Discovering Invoicing Gaps

Support ConnectWise’s Invoice Enhancement Request ConnectWise has reached out for our support in promoting an exciting enhancement request, and we’d love your input to help make it a reality. If you’ve ever invoiced through ConnectWise PSA, you’re likely familiar with the frustration of managing multiple invoices instead of having one. Now, imagine a streamlined process where a single invoice could cover various types, all bundled into one. Currently, the only way to achieve this is

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Understanding Employee Buy-In

Employee Engagement Series Previously, we published an article titled “Simplifying Employee Buy-In…” (click the link to read), which was great overview of some of the typical components in a company culture that facilitate positive employee engagement.  This article is the third in a series intended to unpack those concepts a bit further. Training and Support Training and support sounds like something you sometimes buy with a new software package, but that’s not what we are

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Understanding Employee Buy-In (Involving Employees)

Employee Engagement Series Previously, we published an article titled “Simplifying Employee Buy-In…” (click the link to read), which was great overview of some of the typical components in a company culture that facilitate positive employee engagement.  This article is the second in a series intended to unpack those concepts a bit further. Employee Involvement & Continuous Improvement The original article referenced these two concepts separately, but we are putting them together in this article because

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Understanding Employee Buy-In

Employee Engagement Series Previously, we published an article titled “Simplifying Employee Buy-In…” (click the link to read), which was great overview of some of the typical components in a company culture that facilitate positive employee engagement.  This article is the first in a series intended to unpack each of the concepts a bit further. Communicating Effectively If you survey any company in the world today, it is practically a guarantee that ‘communication’ will come up

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Wise-Sync and Zero-Dollar Invoices

⚠️ Known Issue: Zero-Dollar Invoices with Down Payments Fail to Sync to QuickBooks via Wise-Sync OverviewIf you’re using down payments or prepaid agreements in ConnectWise PSA—common in project billing or retainer models—you may encounter a frustrating sync issue: zero-dollar invoices fail to sync to QuickBooks when processed through Wise-Sync. What’s Causing the Issue?This problem specifically arises when a down payment is applied to an invoice that includes sales tax, and you override the down payment

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Conversations that Build Trust Start with Empathy

When people think of customer service, they often picture external-facing roles—answering support tickets, taking calls, or resolving issues for clients. But the truth is, customer service is everywhere. It happens during a team huddle, in a 1:1 with your manager, or when you’re helping a coworker who’s hit a wall. At its core, customer service is about connection. And whether you’re working with customers or colleagues, the most effective conversations begin with empathy—not policy. Too

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

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