The latest ConnectWise PSA Patch Update 2024.18 introduces significant changes to Manage Administrator permissions and introduces new roles for time and expense management. Here’s what you need to know: New Location for Managed Administrator Permissions The way Manage Administrator permissions are configured has undergone a major update. Previously, the Manage Administrator checkbox located in System > Members > Details Tab > System Pod granted permissions to: Reverse time and expense approvals. View and edit all

Our 2024 End-of-Year Guide for ConnectWise PSA is here! This complimentary resource is crafted to assist ConnectWise PSA admins in preparing their systems for a smooth transition into 2025. Inside, you’ll find essential settings, recommended adjustments, and optional tips and tricks to optimize your setup. View now: Click this link to share to others  

  ConnectWise pushed a new update on December 19, 2024 which should resolve all of the known issues with the ASIO Server Connection / Email Connector.   A couple years ago, we brought a very important issue to our blog.  Unprocessed emails in the Mailbox Failed Folder. Here is that blog:  Inbox.Failed  Well we stumbled on this again while trying to implement the ASIO email connection.  After a couple months of working with development to

ConnectWise has introduced an exciting new feature that many users will appreciate: the ability to restrict shared views. For ConnectWise Partners using Streamline IT, especially those managing multiple entities or divisions, this feature is a game-changer. Without it, all shared views would be visible to every user in your system. Here’s why this matters: In the previous version, shared views were accessible to everyone, with no option to limit visibility. Original Shared View: The latest

UPDATE NOTE: ConnectWise has decided to revert the following change noted below, while slated for the next release (2024.3) which is planned to roll out on September 4th. Attempts to unbundle agreements may now be met with a new, unexpected popup.   Updates contained in the ConnectWise PSA’s recent 2024.11 patch release, rolled out starting July 25th, 2024, prevent agreements from being unbundled if the child agreement has been invoices through the parent agreement. Trying to

  Many people today use VoIP telephone systems in various forms. In this blog article, we’ll be focusing on using Teams as the VoIP provider.  ConnectWise PSA users have been familiar with VoIP integration since its inception. Initially, enabling this functionality required installing software on a PC.  However, with most modern systems, you only need to adjust a hidden setting in ConnectWise PSA. Yes, it’s that simple. STEP 1 – Navigate to ‘My Account’ located