ConnectWise Manage has the ability to run multiple email domains. Some of the reasons for doing this are: Running multiple companies StreamLine IT Different divisions that use different branding Marketing purposes Setting up ConnectWise Manage PSA with multiple email domain capabilities requires a few settings.  This blog is part 2 of a multi-series in which we discuss the basic, initial required settings for ConnectWise Manage PSA.  See our prior blog which discussed DNS requirements:  DKIM, DMARK,

ConnectWise Manage PSA Cloud requires external domain settings to be implemented prior to using. ConnectWise routes all email for it’s  cloud hosted Manage servers through SMTP2GO.Because of this, certain records must be installed in the DNS records for your email domain. SPF RECORD An SPF record is the foremost important DNS record which needs to be implemented immediately. Add a txt record to your DNS hosting provider with the following text: v=spf1 include:spf.myconnectwise.net ~all If an

There are many reasons to give clients a discount on products and services; acquiring a new client, working a deal for a large agreement, good will and many other popular reasons.  Discounts can be beneficial, but if done incorrectly, can also set a bad precedent for assumed future discounts. A common practice when giving discounts is to simply adjust the price, thus giving the discount.  While this works, there is no record of the discount

Locking Down Agreements, Prevent Applying Types of Agreements to Tickets. Does your company have clients with multiple agreements?  Are team members selecting the wrong agreement(s) to service tickets?  Unfortunately this is not a unique issue amongst the ConnectWise Manage PSA base of users. Agreements are put in place to accomplish the following: Recurring sales such as Cloud Services. Handling service coverage. Determines if a time entry is to be covered or invoiced. Handling unique service

Wouldn’t it be wonderful if the screen view showed everything in a single pane, instead of clicking through tabs? Watch this quick video which shows how to add an object to the screen view. https://visionary360.com/wp-content/uploads/2022/04/Adding-a-new-pod-to-your-Agreement-Screen.mp4 While this example is showing the Agreement screen, this function works on any of the screens. NOTE: Keep in mind there is no system wide setting to push this change to others.  Each login holds their own personalization setting.

SRType-SubType-Item:  What are they and why do they matter? SRTypes are part of service and project tickets.  There are many ways to use these selections, however we’ll discuss three of the most common uses we see in our consulting with ConnectWise Partners. Reporting – Enhanced reporting with the use of SRTypes.  Imagine, running a report that shows a common issue amongst all support tickets for the month.  Does the client(s) need more training, toolsets possibly

Imagine hiring an office staff member who never leaves the office, works 24 x 7 including holidays.  The power of workflows in ConnectWise Manage PSA can help mimic a similar cause. During our consulting implementations, we typically install 8-15 workflows per service board.  What are the type of workflows in which could help your company? Customer relations – Keep constant communications with end users, and point of contacts. Technical support – What good are protocols

Configuring Billing Rates: ConnectWise Manage PSA is very complex with a lot of possible settings.  We see a lot of misconfigured systems, stemming from a  misunderstanding in how Work Roles and Work Types are to be configured in the setup tables. There are 8 places to where billing rates can be set.  ConnectWise’s Documentation shows the Billing Rate Hierarchy, shown to the right. Graphic courtesy of ConnectWise University – KB article The following explanation is