Visionary 360 Blog 

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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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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