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Visionary 360's Latest Blog Posts

ConnectWise Manage and Office 365

Important: On February 29th, Microsoft will be enforcing a new security defaults policy for Azure and Microsoft CSP partners. This new policy blocks legacy protocols including SMTP and IMAP. On-premise partners who use Office 365 for their outbound email will need to download a patch that will be sent to 2020.1 and 2020.2 which installs a SMTP Relay Service on your Manage server. This new service will allow those who are part of the Microsoft CSP program to continue sending outbound emails. What a great way to start your day with this email showing up in your inbox.  What does this

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Service Ticket Templates – Improve Productivity

Ticket Templates:  What are they, how can they help your productivity? Anything and everything recurring can be helped with a Ticket Template.  Recurring common meetings, troubleshooting steps, checklists, or really anything else that happens within your workplace on a regular basis that you want to log time against deserves a ticket template. There are two parts to creating Ticket Templates. Create a system master template which will be used to create templates at a company level. Create a Ticket Template at the Company level, using a system master template. System master templates should be generic enough but contain enough information

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Managing Alerts via SMTP

Occasionally, old school still wins. If a monitoring tool doesn’t have an API integration, SMTP is still available for use.  Before building a massive set of alerting systems and integrating them into ConnectWise Manage, we want to share some quick tips to help manage the chaos, before the chaos begins. When starting out, we select a too and set it up across many end points.  After a while we add another vendors tool set, integrating it using the same manner, but assign it the same alerting email address of the other monitoring system across all the endpoints. Months later, the

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Website forms

Call to Action Forms, also known as CTA are common for any website today.  Being able to put some automation behind them is the tricky thing, especially when trying to integrate with ConnectWise Manage.  If you understand API calls, then it’s a relatively a simple thing but for the rest we like a click and add approach.  This usually means purchasing some form of service. We found a little gem that if integrated into your website, can do some healthy automated collection with actions in ConnectWise Manage.  ConnectWise Campaign is an add on module, or included with the newer pricing

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Company Status vs Company Type

We see this a lot with our consulting clients.  Cross contamination of the Company status and Company types.  These are located within the Company Finance section of each company. When thinking of Company Status, you could ultimately think of a light switch.  It’s either on or off.  Of course, the dimmer switch comes in to play for other possible statuses.  Credit Hold, Delinquent, Not Approved, MSA not signed would be a few other good possible statuses.  A company status should basically enable or prevent a company from having work performed.  Company Statues are available for use in workflows. Company Statuses

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Handling recurring tasks using Ticket Templates

Are your customers paying you to maintain their systems?  Are you routinely spot checking their systems?  Let’s face it, we all love robots including AI,  yet these are built by humans.  They will fail at some point, it’s not if, but when! Too many solution providers don’t routinely check a client’s backup system.  Heck, even if they are a break fix client (Which we call On-Demand), you should still poke into their backups while onsite as a gesture of good faith.  We call that potential up-selling, while some others call it ethical or even harsher, a way out of lawsuits but

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Don’t Forget – Required End of Year Tasks – ConnectWise Manage

Unfortunately a team member gets called out New Years Day,  and while submitting a time entry for the ticket, they receive and error disallowing their entry. There is two items that need to be setup before time entries can be entered into ConnectWise Manage January 1, 2020.   If you have not done this yet, do it now! Navigate to System > Setup Tables > Time & Expense > Time Period.  From here you will see your past setup for Time and Expense.   Review your current settings to familiarize yourself then click the + symbol to create your new Time Period.

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Employee Turnover

Finding employees today is an overwhelming task yet keeping them seems to keep more folks up from our daily conversations.  What can you do to keep your employees? Some of the tactics are: More benefits Flex work hours Paid education Take home vehicles Catered lunches Increased salaries An interesting YouTube video by Danial Pink shows why paying more doesn’t always help: An article from workhuman shows 12 tips good tips to possibly reduce employee turnover.  Read the article here CNBC did an article on this as well, and they found, it really doesn’t matter they are going to leave, and

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Using EOS within your Company?

Visionary 360 is an EOS driven company so when we saw our friends over at BNG published a Level 10 meeting template, we felt we needed to share this awesomeness. Jason Gibb, Chief Project Officer at Team BNG has built a template to help companies use EOS.  He’s built a template for Level 10 Meetings, helping to manage the weekly “Pulse”. Click Here to view the article and review his template. To learn more about EOS, go to https://www.eosworldwide.com BNG is the parent company of ConnectBooster.

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End of Year Guide – Available for Download

Now available for downloading, our ConnectWise Manage 2019 year end guide.  Our 20 point guide touches on all of the required areas to get you into 2020 and into optional areas where most forget to think about. Free Download – No Forms – No Marketing Calls – Totally Free

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