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Visionary 360's Latest Blog Posts

Custom Fields

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 Fields to browse through the available choices. What type of field is needed? – Button: Adds a hyperlink in the Button URL field. There is a character limit of 1,000. – Checkbox: Used for simple Yes / No or On / Off answers.  This will display as a check

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Add Alerts to Company or Contacts

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 us to a total of 5 Service Alerts.  Plan accordingly, creating them as generic as possible. Example:  Special instructions needed.  Since we can’t add these per company in the system, make it known about the special instructions but send your team to your documentation system for the

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ConnectWise SSO

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

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 article here.

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Using Company Types to integrate your Third Party Applications

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 categorize data. This idea came from us while on a call with one of our clients when discussing the pain of keeping their third-party tools such as IT Glue, LionGuard, and any others that sync over companies.  Many

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Customer Support Portal Video – ConnectWise Manage

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 on-boarding process. Check it out:  https://msp.video/connectwise-video

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2FA – ConnectWise Manage

Implementing 2FA when it was first introduced was cost-prohibitive for most solution providers.  Mandatory hardware tokens were expensive. Today there are many affordable (and free) solutions for removing the barrier.  If you provide any type of service where confidential information is available by logging into your system, you should have 2FA implemented. Setting up Two-Factor in ConnectWise Manage Install the Google Authentication application on your cell phone.  Available for download from the Google & Apple app stores. Enable Two-Factor for the ConnectWise Manage Member (User) 1. System > Members > Select member > (Scroll to bottom) Authentication > Select Google Authenticator 2.

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