Visionary360 Blog

Category: ConnectWise Manage

ConnectWise Manage and Office 365

Important: On February 29th, Microsoft will be enforcing a new security defaults policy for Azure and Microsoft CSP partners. This new policy blocks legacy protocols including SMTP and IMAP. On-premise partners who use Office 365 for their outbound email will need to download a patch that will be sent to 2020.1 and 2020.2 which installs a SMTP Relay Service on your Manage server. This new service will allow those who are part of the Microsoft CSP

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Service Ticket Templates – Improve Productivity

Ticket Templates:  What are they, how can they help your productivity? Anything and everything recurring can be helped with a Ticket Template.  Recurring common meetings, troubleshooting steps, checklists, or really anything else that happens within your workplace on a regular basis that you want to log time against deserves a ticket template. There are two parts to creating Ticket Templates. Create a system master template which will be used to create templates at a company

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Website forms

Call to Action Forms, also known as CTA are common for any website today.  Being able to put some automation behind them is the tricky thing, especially when trying to integrate with ConnectWise Manage.  If you understand API calls, then it’s a relatively a simple thing but for the rest we like a click and add approach.  This usually means purchasing some form of service. We found a little gem that if integrated into your

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Company Status vs Company Type

We see this a lot with our consulting clients.  Cross contamination of the Company status and Company types.  These are located within the Company Finance section of each company. When thinking of Company Status, you could ultimately think of a light switch.  It’s either on or off.  Of course, the dimmer switch comes in to play for other possible statuses.  Credit Hold, Delinquent, Not Approved, MSA not signed would be a few other good possible

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Handling recurring tasks using Ticket Templates

Are your customers paying you to maintain their systems?  Are you routinely spot checking their systems?  Let’s face it, we all love robots including AI,  yet these are built by humans.  They will fail at some point, it’s not if, but when! Too many solution providers don’t routinely check a client’s backup system.  Heck, even if they are a break fix client (Which we call On-Demand), you should still poke into their backups while onsite

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Don’t Forget – Required End of Year Tasks – ConnectWise Manage

Unfortunately a team member gets called out New Years Day,  and while submitting a time entry for the ticket, they receive and error disallowing their entry. There is two items that need to be setup before time entries can be entered into ConnectWise Manage January 1, 2020.   If you have not done this yet, do it now! Navigate to System > Setup Tables > Time & Expense > Time Period.  From here you will see

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End of Year Guide – Available for Download

Now available for downloading, our ConnectWise Manage 2019 year end guide.  Our 20 point guide touches on all of the required areas to get you into 2020 and into optional areas where most forget to think about. Free Download – No Forms – No Marketing Calls – Totally Free

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Custom Fields

Why use custom fields? Generate data points Triggers for workflows Qualification questions See ConnectWise University Article for more suggested ideas Plan, test, implement First determine what is the desired result, what area does it apply to? Determine if a Custom Field is available.  Navigate to System > Setup Tables > Custom Fields to browse through the available choices. What type of field is needed? – Button: Adds a hyperlink in the Button URL field. There

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Add Alerts to Company or Contacts

VIP contact?  Special instructions needed for a selected company contact or company? Now using a new feature in ConnectWise Manage, this can be accomplished easily using a Service Alert.   This is available for “Company” and “Contact”. Now before going crazy with this new feature you need to know about a limitation.  ConnectWise limits us to a total of 5 Service Alerts.  Plan accordingly, creating them as generic as possible. Example:  Special instructions needed.  Since we

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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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