Category Archives: ConnectWise Manage

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…
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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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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…
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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…
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