Visionary 360 is proud to present it’s annual End-of-Year Guide for ConnectWise (Manage) PSA. Required tasks Suggested optional tasks Tips & Tricks It’s all a part of our yearly document, designed in part to help prepare for the new year, with ideas to help get more out of the PSA package. Free Download

Ticket created by end user. Help desk tries to contact the ticket contact, however they seem to be unobtainable. Help desk works with the ticket contact but needs to wait to see if the issue is resolved.  Multiple closed loops, phone calls, voicemails and now they are unobtainable. Maybe it’s fixed? Way too many solution providers experience this issue, wasting time that could be spent helping others in need.  While there is no one method

An onsite visit is scheduled.  The drive was painful, an accident caused stoppage and extreme delays but you still made it to the clients location with time to spare.  Fist pump up in the air! After entering the clients office, it is clear something is wrong as the person meeting with you is no where in sight. Someone at the office calls them, and what is heard is “I forgot and won’t be back today”

During a hallway discussion at IT Nation, it was suggested that we create a blog giving some examples of when more service boards should be created. We see various service board setups in our consulting practice.  Two typical extremes seen: One master service board Multiple service boards (Out of control) For most service operations, one service board simply is not enough.  Too many tickets on a single board creates confusion, and simply tickets get lost.

CW Mange allows for you to host external content within some of their Tabs and Screens using the Manage Hosted API Setup Table. BrightGauge Gauges can be an excellent addition, to track Data that is relevant to a specific module. Navigate to System > Setup Tables > Manage Hosted API. Click the New Item icon. Enter the name of the tab or pod you are creating in the Description field. Select which Screen you want the content to display on. Log into your BrightGauge Account and

Tracking expirations is super easy with ConnectWise Manage.  ConnectWise Manage has a tool known as Configurations which can also be used for tracking multiple aspects, which in our example we will track expirations for a custom created Configuration type. To see a list of Configurations already created in your system, navigate to the Menu option Companies > Configurations. For this example, we’ll create a new Configuration Type named Sales Tax Exemptions. Navigate to System >

  Free – Imagine an integration in which an additional charge doesn’t occur.   If your company uses Teams (Or Slack) it may be missing out on a really awesome feature!  Email enabled channels, and there is no additional charge to use these. Teams allows the creation of “Channels”, where as individuals can subscribe to these, allowing notification of messages.  Here is a Microsoft Article on creating Teams Channels. Example 1: ConnectWise Manage – Email Connector Errors: 

Email Connector & Parsing Rules What is email parsing and why would this be of interest to your organization? Email parsing is the ability to search for keywords in an email subject line, and perform specific actions against them. Some of the possible uses: Automatically set the correct company on a ticket Automatically attach a configuration to a ticket Automatically set the Service Priority Automatically set the Service Status Automatically set the Service Type Automatically

Dashboards can be instrumental in delivering metrics to your team, however third party tools such as BrightGauge might not fit some budgets. ConnectWise has built four dashboards into the Manage PSA product which could be of value to many.  Today we will show how to access these dashboards for instant use. Access:  To display using a separate machine, use the Read Only option for Manage.  This will allow displaying the dashboards using a standalone pc;

Dear Exchange 2016, it was fun but we have to say good-bye… Connectwise Manage will no longer officially support connectivity to Exchange 2016 after October 1, 2021.  This means if there is a connectivity issue with exchange 2016 there will be no support options available from ConnectWise. From ConnectWise Support:  Note: After October 1, 2021, you will no longer receive support for Exchange 2016 as Microsoft mainstream support has ended. It is recommended that you upgrade