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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Automate, Server 2012, and you!

What’s going on? As of June 3rd, on-prem ConnectWise Automate instances installed on Windows Server 2012 R2 will lose the ability to communicate with cloud-hosted PSA servers. We did some digging and here are the lost functionality Server 2012 users will see in Automate until the Server OS is updated. The change will primarily affect functionality of Automate’s PSA integration plugin. Companies can no longer be imported from PSA to Automate. Contacts will stop synching

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Consulting Highlights | Meet Gary

Meet Gary,  a Sr. Business Consultant with the Visionary 360 team of Consultants.  Gary has built and sold two IT companies, but instead of chilling on a beach with a Corona, he continues to bring his passion of driving profits.  Seeing clients succeed is the most rewarding part of the job he says. Gary, a visionary in the IT Solution Provider space, has a passion like no other, in guiding companies towards operations excellence and

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Agreement Addition Products with Costs | ConnectWise Manage PSA

There are two ways to create managed service agreements in ConnectWise PSA: The correct way. The incorrect way. We see “MANY” agreement setups, some are awesome, and some… not so awesome.  Why so not awesome?  While one purpose of an agreement is for recurring billing, another is to show profitability of it’s use for each client.  This can only be accomplished if “EVERYthing” is included. Let’s say your company has an all-inclusive per seat type

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ConnectWise Manage PSA | Project “Templatini’s”

Project management begins with the creation of a project.  For many this is a daunting task, especially if it’s the same type of project over and over again. WHY CREATE THE SAME TYPE OF PROJECT FROM SCRATCH EACH TIME SCREAMS THE BRAIN! One would say “Use Project Templates”, which of course is the correct answer, but how does one create these templates, reuse phase modules and tickets without creating excessive work? Visionary 360’s answer to

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New Customer Portal – Admin Access

Having troubles with accessing the new customer portal as an admin?  This could be the answer your looking for. Earlier in 2023, ConnectWise made a change which requires the members security role to be modified in order to gain access as an admin. Let’s review how to enable this setting: 1. Open the security role assigned to your PSA member. 2. Navigate to System. 3. Navigate to Table Setup. 4. Select ALL for the Add,

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ConnectWise PSA (Manage) | Release 2022.2 updates

Did you know? The following enhancements were added to release 2022.2: AGREEMENTS Bill Prorated Additions Immediately:  A new option has been added to agreements, which allows additions to be added to an agreement after the billing period has been invoiced.  These additions will appear in the agreement invoicing immediately instead of waiting until the next billing period. Bill Contract Year Agreements on Billing Start Date:  Agreement invoices can now be invoiced on the billing start

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DKIM & SPF | Heads up for cloud hosted ConnectWise Manage PSA partners

ConnectWise Partners with “Admin” security role access, have been seeing this Action Required advisory statement for a few weeks.  Sadly, many will just click the button to make it go away, instead of reading the content.  Note to software developers, this happens when end users are pounded with non-essential pop-up’s. This notice, however, is something of great importance.  Fact, we published a blog article back in 2020, then in 2022 on this important topic.  See

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Custom Service Catalogs | ConnectWise PSA Customer Portal

Many ConnectWise partners are choosing to tailor the customer experience by creating custom service catalogs linked to specific customers. This customization allows partners to provide a personalized and targeted range of services that align with each customer’s unique requirements. Here’s how this approach can be beneficial: Customized Service Offerings: By creating custom service catalogs, partners can curate a selection of services that directly address the specific needs and preferences of each customer. This tailored approach

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On-premises PSA | SMTP Relay Service

On-premises partners were given the opportunity to install a new SMTP relay feature with version 2021.3.  This was designed to help partners adhere to the new Microsoft Partner guidelines. After installing however, it was learned that “Due to limitations with Microsoft Graph API” that multiple domains, and email addresses would pose a problem.  We saw many install, then remove this service from their servers due to these issues, going back to direct smtp sending. CW

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Control Email Notifications Using Teams “Channels”

Notifications:  They are a blessing when they prevent some action from going south, but otherwise they seem to be like the in-laws showing up unannounced. Tuning notifications is almost like a “Science” as there are many factors to be considered while designing them. How large is the company? How many wear multiple hats? Do we have different levels of support teams in the service department? Are there dedicated individuals for Projects, Service, Purchasing, Receiving, or

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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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