Team lead reviewing time entries, without access? Service Manager or Dispatch reviewing ticket load without logging into Manage? These and many others can be accomplished by using the Scheduled Report function within Manage. First:  Pick a report.  Within Manage, navigate to System > All Reports > Reports List.    See the Report Dependency Matrix located in the ConnectWise University for detailed list of all available reports built into the system. Second:  Click Add to My

CRM / Sales Activities in ConnectWise Manage are typically used by sales teams though can be helpful for anyone. Activities up to this point could only be created by being in front of ConnectWise Manage, until now. Email reConnector (ErC), a productivity tool created by Visionary 360, connects your ConnectWise Manage system to email effortlessly. ErC was originally created to help create tickets from emails sent to your inbox, instead of your email connector.  Creating

ConnectWise Campaign – A quick way to enter your company into marketing ConnectWise Campaign is an add-on to Manage, giving you a fully integrated platform for marketing efforts.  While many use Communications Manager which is included within ConnectWise Manage, Campaign brings automation along with metrics to your marketing game.  Today we’ll introduce the platform to you, giving an overview of it’s capabilities.   In future blogs we’ll dig in giving helpful tips for it’s use to

You are probably using fields in the Company Details pod to capture and store information about your clients. You may even be running a few workflows based off fields in this pod. Maybe you’re using  company status in a workflow to alert your staff not to perform work for a client with a past due balance or using company type as a workflow trigger to prevent a Prospect from opening service tickets before they sign

ConnectWise Manage Today The Today screen is a great place to start your day in ConnectWise Manage. Each pod gives different information about your daily and weekly tasks as well as lists additional resources you can access. But the Today page is more than lists and links. Various types of reports can also be added to a Today page. By adding the Business Report Card module, a user can see information regarding their performance and

ConnectWise Manage Today We continue our tour of Today page – discussing how you can change the appearance of this page to suit you. The Today page is a great way to get an overview of your day, listing your scheduled activities, seeing past due activities, and linking to important reports for your company. Many users do not notice the “Customize” link in the upper right corner of the Today page screen. Clicking this opens

ConnectWise Manage Today When logging into ConnectWise Manage, the first page seen is the Today page. Most users simply skip over this page without really understanding how useful it is for reviewing and planning their day; and that it can be personally customized. Over the next few editions, we will be giving a tour of the Today page and its features – including adding reports and dashboards here. Hopefully, you will learn to appreciate this

You are probably using fields in the Company Details pod to capture and store information about your clients. You may even be running a few workflows based off fields in this pod. Maybe you’re using  company status in a workflow to alert your staff not to perform work for a client with a past due balance or using company type as a workflow trigger to prevent a Prospect from opening service tickets before they sign