Visionary360 Blog

Category: ConnectWise Manage

Broken Images? | ConnectWise Manage

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

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Simplify Tax Code Updates | ConnectWise Manage

July brings new tax codes to many states and municipalities.  Updating tax codes in ConnectWise Manage can be painstaking as the built-in tools for mass updating these codes are very limited.  Visionary 360 has created a Productivity Tool called Mass Maintenance Booster (MMB). Included in MMB is a Tax Code Module.  This module allows updating tax codes in bulk with a simple find & update, and handles updating tax codes for Company, Agreements and Sites.

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Data Import function now available for On-Premises | ConnectWise Manage

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

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What to do: A Manage email has been sent from an unapproved email address. Please Review

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

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Customer Portal | Custom Service Catalog

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

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Disable Support Access to Manage | zAdmin

Today, many are concerned about unauthorized access to their data, and users of ConnectWise Manage happen to fall into this concern. Fear no more as with the release of 2020.2 (April 8th, 2020) a feature to disable access is now a part of the Manage System. To enable this feature, navigate to System > My Company > Scroll to the very bottom right, where you will see a check box labeled  “Disable zAdmin Login”. NOTE:  Once

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A lesson from public safety – Audit & Review

Creating a workforce to follow a vision can be challenging.   Contrary to popular believe, no one can read the minds of the leadership team, so until science brings this ability to us we need another way to transfer knowledge and “the way” to our employees. In the Emergency Medical Services world, a popular task known as “Audit & Review” is performed routinely, a procedure that is simple and effective.  Let’s translate their procedure to one

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Update Custom Fields | ConnectWise Manage

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 >

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New Token for Closed Loop Templates | ConnectWise Manage

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

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Managing Agreements | ConnectWise Manage

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

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