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Category: ConnectWise Automate

ConnectWise Automate | Optimizing your Browse Screen

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

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Automate, Server 2012, and you!

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

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ConnectWise Automate, Control, Unite, Cloud Console, Sell and Office 365

If you read our blog article ConnectWise Manage and Office 365 then you are familiar with the changes that Microsoft is making with Office 365.  These changes will also affect other ConnectWise products as well.  To help everyone with finding the conversion instructions, we have brought them to our blog. Product and link to article ConnectWise Automate ConnectWise Control ConnectWise Unite ConnectWise Cloud Console ConnectWise Sell

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Managing Alerts via SMTP

Occasionally, old school still wins. If a monitoring tool doesn’t have an API integration, SMTP is still available for use.  Before building a massive set of alerting systems and integrating them into ConnectWise Manage, we want to share some quick tips to help manage the chaos, before the chaos begins. When starting out, we select a too and set it up across many end points.  After a while we add another vendors tool set, integrating

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ConnectWise SSO

ConnectWise has recently released SSO – Single Sign On which allows a single pane of login management across the ConnectWise Suite of products.   Here is a link to the University document to help learn more about this latest feature.

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About Visionary 360

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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