Unlocking the Potential of Extra Data Fields (EDFs) in Automation Introduction Extra Data Fields (EDFs) are a cornerstone of automation in ConnectWise Automate. These customizable fields can store and manage data manually or automatically, providing a robust way to enhance efficiency and organization. Today’s blog article explores the purpose of EDFs, their field types, key usage sections, and practical examples. Understanding EDFs Extra data fields (EDFs going forward) are a key component of Automation. These

Many prefer the Dark Mode when available.  The Automate Control Center Desktop Client actually has Dark Mode functionality built in.  Let’s see how to enable this mode. Before: After: How to Activate Click your profile icon at the top right-hand corner of your screen. Select ‘Preferences’. How to Activate Set theme to ‘Dark’. Save. That is all it takes to implement the Dark Mode.  May the Dark Mode Force be with you.

Technicians spend most of their time at the computers ‘browse’ screen. By default, there is a lot of computer information presented. Some of it we’ll need and some we won’t. Did you know you can modify the columns to meet your needs? Maybe the ‘service version’ is an unnecessary field and is just taking up space? Maybe ‘Last Contact’ is important to you, yet the column is so far to the right that you need

What’s going on? As of June 3rd, on-prem ConnectWise Automate instances installed on Windows Server 2012 R2 will lose the ability to communicate with cloud-hosted PSA servers. We did some digging to determine what functionality is lost until Server 2012 Automate instances have their server OS updated to a modern version. Companies can no longer be imported from PSA to Automate. Contacts will stop synching between the two platforms. Alert ticketing generated by Automate’s monitors