Visionary360 Blog

Category: ConnectWise Manage

zAdmin – Helping with Compliance | ConnectWise Manage

Security is at the top of everyone’s minds these days.  Some ConnectWise Manage users need to take security a step farther as they need to adhere to more complex compliance regulations. ConnectWise added a feature “Disable zAdmin Login” that many seem to have missed.  This feature allows the disabling of ConnectWise’s access to your Manage system. To enable this feature, navigate to System > My Computer > Owner Tab > Scroll to the bottom right

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Poor Man Pager Alert | ConnectWise Manage

Priority and After hours notifications for your team sometimes doesn’t fit well just using email. Not all know that each cell phone number has an email address tied to it for SMS messaging. By sending a message by email using the SMS to Email translation, a twitter type message can easily be sent to any phone. Common cell phone carriers SMS to Email translation settings: Alltel: phonenumber@message.alltel.com. AT&T: phonenumber@txt.att.net. T-Mobile: phonenumber@tmomail.net. Virgin Mobile: phonenumber@vmobl.com. Sprint: phonenumber@messaging.sprintpcs.com.

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Projects and Help Desk Collisions | ConnectWise Manage

Your client, Action Plumbing and Heating has a active network infrastructure project and all a sudden a help desk ticket comes through with an end user complaining about their email not functioning.  The help desk technician is unaware of the current project and proceeds to make changes. Meanwhile, the project team, unknowingly to the help desk ticket, is stumped as to why things have stopped working. Has this ever happened to your team(s)? Wouldn’t it

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Invoice Group – A new feature for ConnectWise Manage

Invoice Groups – Now available in 2020.4   !!  Beginning note:  There is a known issue with sub items and is noted in “Known Issues”.  Unchecking “Show Sub-items” does not prevent them from showing on the invoice.  The article for reference is:  https://university.connectwise.com/university/reports/knownissuesdetail.aspx?ticketId=14192655  We will provide an update to this blog when the issue is corrected. We at Visionary 360 are excited to have this function FINALLY available for ConnectWise Manage users.  Since the creation

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Schedule Reports | ConnectWise Manage

Team lead reviewing time entries, without access? Service Manager or Dispatch reviewing ticket load without logging into Manage? These and many others can be accomplished by using the Scheduled Report function within Manage. First:  Pick a report.  Within Manage, navigate to System > All Reports > Reports List.    See the Report Dependency Matrix located in the ConnectWise University for detailed list of all available reports built into the system. Second:  Click Add to My

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Create Activities By Email | ConnectWise Manage

CRM / Sales Activities in ConnectWise Manage are typically used by sales teams though can be helpful for anyone. Activities up to this point could only be created by being in front of ConnectWise Manage, until now. Email reConnector (ErC), a productivity tool created by Visionary 360, connects your ConnectWise Manage system to email effortlessly. ErC was originally created to help create tickets from emails sent to your inbox, instead of your email connector.  Creating

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Handling minimum pricing for agreements | ConnectWise Manage

Sometimes it’s desired to have a minimum price schedule for service agreements. Many won’t implement this as they find it to be painful to try and setup. In this blog, we will show a couple pain free ways to handle this within ConnectWise Manage Agreements. Desired outcome:  5 device (workstation) minimum for Gold Service Agreement. Method 1:  Agreement Product Additions Step A:  Create a White Label product which doesn’t have any integration to your RMM. 

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Marketing Tips | Pre-load Holidays | ConnectWise Campaign

Our end of year guide includes a marketing tip about pre-loading holidays for the new year. In 2021, the federal holidays in the United States fall on the following dates: Friday, January 1 – New Year’s Day Monday, January 18 – Martin Luther King, Jr. Day Monday, February 15 – President’s Day Monday, May 31 – Memorial Day Sunday, July 4 – Independence Day Monday, July 5 – Independence Day (observed) Monday, September 6 –

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Easy Entrance Into Marketing with ConnectWise Campaign

ConnectWise Campaign – A quick way to enter your company into marketing ConnectWise Campaign is an add-on to Manage, giving you a fully integrated platform for marketing efforts.  While many use Communications Manager which is included within ConnectWise Manage, Campaign brings automation along with metrics to your marketing game.  Today we’ll introduce the platform to you, giving an overview of it’s capabilities.   In future blogs we’ll dig in giving helpful tips for it’s use to

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Enhance Marketing Efforts Using Custom Fields

You are probably using fields in the Company Details pod to capture and store information about your clients. You may even be running a few workflows based off fields in this pod. Maybe you’re using  company status in a workflow to alert your staff not to perform work for a client with a past due balance or using company type as a workflow trigger to prevent a Prospect from opening service tickets before they sign

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