Has your company updated it’s website lately? Images broken in your service board and invoice emails? CMS (Content Management System) type websites gives each image a unique url which typically isn’t replicated when a new website is created.  This results in images being broken when the new website is brought online. An easy way to keep marketing and web development from messing with these images is to create a directory in the root of the

In the past, data import was limited to Cloud partners, so On-Premises users were required to open a support case, send the files to support and wait, wait and wait more to have this imported by support.  Version 2021.1 brings this function to On-Premises users as well.   Data Import – Now Available for Premise Instances Premise partners now have access to the Data Import features in Manage, including the products import, configurations import, and

Are you receiving emails that state:  “A Manage email has been sent from an unapproved email address. Please Review“? ConnectWise recently released Version 2021.1 which includes a new setup table called the “Send From Email Address”.  This new feature allows what email addresses or domains will be used in the various Send From address fields in Manage. As a continual effort to improve security within Manage, ConnectWise has implemented a feature to alert when an

June 2020, we wrote a blog article about the new customer portal for ConnectWise Manage.  A big improvement from the legacy portal! Today we’ll review another new feature for the customer portal known as Service Catalog. Imagine a service request that actually contains all the relevant information that your team needs to accomplish the task.  The Service Catalog function helps bring this to reality. Our example shows a common “New User” request. ! The URL

Custom fields, more powerful than ever thanks to a recent update in version ConnectWise Manage 2020.4. Previously these fields could be used in various places, yet only by a human.  This update now allows these custom fields, via workflows to have data added, updated or selecting them. If you happen to be new to the custom field world, see some of our other blogs on this subject. Navigate to workflows:  System > Setup Tables >

Closed Loop: Do you even? You should be!  Documentation is key and a blessing in disguise.  In this blog we won’t get into the deep needs for using Closed Loop, but rather the design of a special template for it’s use. In the past ConnectWise’s boilerplate templates were rather….  {fill in the blanks}, lacking.  Today they have made significant changes making them decently usable, but what if.  What if it’s desired to have a more

Are you reviewing your agreements?  Consistently?  (We won’t tell) Agreements are for billing and service handling.  Agreements which “cover” certain types of service should be reviewed on a recurring basis to determine if the agreement is properly priced.  An agreement which is consistently upside down isn’t making you money, it’s costing you money and the word BANK isn’t in any solution providers names that we have met. Arnie Bellini showed us how ConnectWise in the