Hero | he·ro : (n) a person who is admired or idealized for courage, outstanding achievements, or noble qualities.

A Visionary hero: a person, using the Visionary 360 methodologies, who has taken their company to new boundaries and achievements.

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Category: ConnectWise Manage PSA

New Location for Managed Administrator Permissions | ConnectWise PSA

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

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Sell What You Can Deliver; Invoice What You Sell; Deliver What You Invoice

Sell What You Can Deliver; Invoice What You Sell; Deliver What You Invoice It sounds simple: sell what you can deliver, invoice what you sell, and deliver what you invoice. Yet, many organizations struggle to achieve this level of operational harmony. Success in this area requires consistent processes, minimal human error, and the strategic use of automation. When your systems are properly configured, your business can hit these targets efficiently. Here’s how: Sell What You

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2024 End of Year Guide

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  

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Asio Email Connector Issues To Be Aware Of

  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

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IT Nation Connect 2024 Swag Tease

🎉 IT Nation Connect 2024 is just around the corner, and we can’t wait! 🎉 Get ready to take your IT game to the next level and make sure to swing by Team Visionary 360 at Booth 456. Not only will you get to meet the crew, but we’ve got something special waiting for you – a brand-new mouse pad loaded with must-have shortcuts that’ll boost your productivity and make you look like a tech

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MOBIUS CERTIFICATION

We are proud to announce that our founder Matthew Zaroff, has recently acquired the Mobius certification.  Mobius is a third-party integration which connects ConnectWise (Manage) PSA to QuickBooks Online.  For more information about Mobius and Gozynta, follow this link.  

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ConnectWise Manage PSA | New Feature to Lockdown Views

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

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Recent Update Prevents Unbundling Agreements | ConnectWise PSA

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

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Enable Click to Call | ConnectWise PSA

  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

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Understanding the Impact of the “Recurrence” Feature in Sales Agreements

Automating agreement creation is a significant advantage in sales processes. One way to achieve this is by using the “Recurrence” feature for products billed as agreement additions. While this feature simplifies the agreement creation process when converting opportunities or sales orders, it can also influence certain sales metrics. In this article, we explore how the “Recurrence” feature works and its potential impacts on your company’s sales numbers, helping you decide whether to enable or disable

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About Visionary 360

Visionary 360 is a team of veteran coaches focused on the technology sector, mainly IT Service Providers, helping to successfully implement their tools more effectively with a financial focus.

We are problem solvers who love helping people, doing the impossible while having fun doing it.  We engage with our clients like they are family.  We love working with them, watching their companies grow.  There is no greater reward than seeing our clients prosper.   To learn more about Visionary 360, visit our website at visionary360.com or setup an introductory meeting to discuss your needs.

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