Category Archives: ConnectWise Manage

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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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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How to use 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…
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