Hero | he·ro : (n) a person who is admired or idealized for courage, outstanding achievements, or noble qualities.

A Visionary hero: a person, using the Visionary 360 methodologies, who has taken their company to new boundaries and achievements.

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Today Screen – Part Two | ConnectWise Manage

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 a new settings page where you can change the appearance of your Today page to suit your preferences and needs. (You will have to be logged in to the desktop client to customize your page.)

 

The Customize page is organized into three sections: Today – Options – My Links. (And do not worry about the way the images look on this page, they are only placeholders.)

 

All changes made with these tabs are user specific and will only be seen when the logged in user accesses Manage.

 

Today tab

Use the Today tab to organize how the pods appear on this page.  Use the Columns drop down to change the number, width, and contents of the columns. The width of the columns on the Today page can be changed by dragging the double lines left or right.

Click on a pod to activate it; now you can move it or change its size; right clicking will open a menu where you can choose to delete or modify the pod.

Finally, right click anywhere on the page outside of a pod, you will get another menu where you can choose to add any available modules to your screen.

When done, hit Save at the top of the screen.

 

Options tab

Tired of the white and blue and grey? Use Options to edit the colors on your page. Click the palette to choose a color. Put your Today into night mode.

 

 

Links tab

The Links tab is where you can add your own links to your page. Maybe you need to log into a third-party software, or VoIP management software.  Adding links here lets you access those sites from within ConnectWise Manage without having to open a new browser window.

Once your links are added and tested, navigate back to the Options tab to display them on your Today page. The My Links Caption field and the My Links sort Order Fields determine the name of your link grouping and in what order the grouping will be listed on the Today page.

 

 

If you end up making a change you don’t like, both the Today and Options tabs have a Restore Defaults button which brings the pages back to the default settings.

 

Setup Tables

There are additional setup tables for setting up other features of the Today page  While the Today, Options, and Links settings are user specific the setup tables related to the Today Page are system wide; meaning links added and organized here will be seen by all users.

This is a easy way to ensure all staff can access resources they need to get the job done.

Navigate to System > Setup Tables. In the General category search for Today in the tables.

 

The Today Page Category List allows you to name groups of links, set their order on the Today page and if needed restrict access to links based on Locations or Territories setup on the My Company Structure tab.

 

The Today Page Link setup table is where you add links. You can define the category (grouping) the link will be in and set the order it appears in the category (grouping). The Restrict To field allows you to restrict access to links based on Locations or Territories setup on the My Company Structure tab.

Visionary 360 tip

If you have forms embedded on your website, add links to those forms on the Today page. If a client or prospect calls in, anyone in your organization can capture the necessary information in the preferred format without leaving Manage.  (Think Add/Remove User forms, or New Prospect forms).

 

 

In the final Today page blog, we will review how to add reports and dashboards to Today page. See a real time overview of information you need as soon as you login to Manage!

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About Visionary 360

Visionary 360 comprises seasoned coaches specializing in the technology sector, particularly IT Service Providers, to enhance tool implementation with a financial focus.

As problem solvers who relish challenges, we delight in assisting individuals while enjoying the journey. Our client relationships are familial, and we take pride in witnessing their companies thrive. Witnessing our clients prosper is our greatest reward. To learn more about Visionary 360, visit our website at visionary360.com or schedule an introductory meeting to discuss your needs.

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