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Visionary 360 works closely with ConnectWise, so we wanted to share a few recorded webinars that could be of interest. Remember, cybersecurity never stops, even during holidays. PSA and CPQ: Better Together Planning for 2023: Cybersecurity Predictions EDR + SOC = MDR Cybersecurity: Stack IT Up to Knock Them Down.
Meet Cole Book, our newest member of the Visionary 360 team. Cole joins Angela in the front office, taking care of all things client related, and of course helping the consulting team (which is a bigger chore yet). Cole has a background in culinary arts, enjoys producing all forms of music, and has a big interest in technology. Being so creative, Cole could be the host of a party, create all the appetizers and entrees,
Available for download Ready ConnectWise Manage PSA for 2023 now with our free End of Year guide. View Guide Online
ConnectWise Campaign, though part of the ConnectWise Manage PSA platform, requires a different SPF record to be added to your company’s DNS settings as it does not route through SMTP2Go. It also requires that each sender’s email, be authorized. SPF Record: Add the following text (TXT) record to your DNS server so that you are authorizing Amazon SES to send emails on your domain’s behalf. If adding a new SPF record, configure it as shown:
Resolve service board profile issues Updating service boards or changing a member’s default service board, yet the settings don’t seem to be applying? Try this fix. The actual default service and project board settings are set in each member’s profile. Locate the Service defaults, then select the default board for each. Many have found that even after making changes, the default service board retains the previous settings. If setting new defaults in the member’s screen
ConnectWise Manage – Today Screen. This underused feature can help bring common URL’s to your user base just by opening ConnectWise Manage. A three part series listed below, shows how to setup and use the Today Links feature. In this blog post, we wanted to share a few ConnectWise services common links. ConnectWise Links ConnectWise Home: https://home.connectwise.com Security Portal: https://docs.connectwise.com/ConnectWise_Business_Knowledge/200 ConnectWise Manage Customer Portal – Admin Login: https://customerportal-admin.myconnectwise.net/ ConnectWise University: https://university.connectwise.com ConnectWise Hosted Systems Status:
NOTICE: The following only applies to users of QuickBooks Desktop, which use the built in ConnectWise Integration. File export/import or QuickBooks Online are not affected. Issue: After updating the desktop client, the ConnectWise Manage to QuickBooks Desktop integration fails with an error. The upgrade of the desktop client will break the current trust with QuickBooks. Background: ConnectWise Manage desktop client users may be presented with this popup, advising users to update their manage desktop client
Just one more reason to attend IT Nation Connect 2022 this year! Join Visionary 360 and the MSP Initiative for a PRIVATE concert featuring the All American Rejects! Free to ITN Attendees, but you MUST register! Register Now Free to ITN Attendees, but you MUST register! Register Now Learn More
We often have discussions with our clients about how they price their services. How to align various costs to different lines of business, how to determine what to charge for each, and how to configure ConnectWise Manage put it in the right accounts while keeping the invoices clean and simple for the end-user. One of the more common areas of these discussions is pricing, and why it’s important to raise prices. There’s no shortage of
Come see Team Visionary 360 in the Solutions Pavilion. We are proud to be a part of the IT Nation Connect Event this year, as Visionary 360 joins as a Silver Sponsor. Product insights from vendors Solution Pavilion Visit with your favorite vendors. Learn what new technologies are being introduced before others. Read More Choose from a variety of topics Educational Breakouts Education breakouts like none other conference. Learn from Vendors, Peers, Consultants and Industry
At Visionary 360, we’re a team of experienced business coaches who help Technology Solution Providers make the most of their tools with a strong focus on financial clarity.
We’re more than consultants. We’re partners who love solving problems, simplifying complexity, and turning frustration into progress. Our clients become part of the Visionary 360 family, and we take pride in celebrating their growth and success.
There’s no greater satisfaction than seeing a partner’s business thrive—streamlined, profitable, and confident in every step forward.
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