Wouldn’t it be wonderful if the screen view showed everything in a single pane, instead of clicking through tabs? Watch this quick video which shows how to add an object to the screen view. https://www.visionary360.com/wp-content/uploads/2022/04/Adding-a-new-pod-to-your-Agreement-Screen.mp4 While this example is showing the Agreement screen, this function works on any of the screens. NOTE: Keep in mind there is no system wide setting to push this change to others.  Each login holds their own personalization setting.

SRType-SubType-Item:  What are they and why do they matter? SRTypes are part of service and project tickets.  There are many ways to use these selections, however we’ll discuss three of the most common uses we see in our consulting with ConnectWise Partners. Reporting – Enhanced reporting with the use of SRTypes.  Imagine, running a report that shows a common issue amongst all support tickets for the month.  Does the client(s) need more training, toolsets possibly

Imagine hiring an office staff member who never leaves the office, works 24 x 7 including holidays.  The power of workflows in ConnectWise Manage PSA can help mimic a similar cause. During our consulting implementations, we typically install 8-15 workflows per service board.  What are the type of workflows in which could help your company? Customer relations – Keep constant communications with end users, and point of contacts. Technical support – What good are protocols

Configuring Billing Rates: ConnectWise Manage PSA is very complex with a lot of possible settings.  We see a lot of misconfigured systems, stemming from a  misunderstanding in how Work Roles and Work Types are to be configured in the setup tables. There are 8 places to where billing rates can be set.  ConnectWise’s Documentation shows the Billing Rate Hierarchy, shown to the right. Graphic courtesy of ConnectWise University – KB article The following explanation is

ConnectWise Manage PSA’s email connector possibly works harder than any other function within the product.  Touching a handful to thousands of emails per week, it can be brought to it’s knees with a simple emoji added by a client either trying to invoke comfort to a resolved ticket or adding frustration for their open issue. The ConnectWise Manage PSA email connector is programmed to manage emails first-in-first-out.  If a single email emits an issue, the

An email is sent, the end user is expecting some form of help, usually fairly quickly. Meanwhile in the spam filtering matrix, the data decides to have this email arrive in the Junk Folder.  It sits, patiently waiting, like a puppy at it’s owners door, waiting. Of course no one knows this has happened, though the end user knows that every time they have sent an email to your company for help, they have always