Update Notice This is no longer an issue as of August 2022.  ConnectWise has corrected this with  version 2022.1, however there are still known issues with On-Premises installations. Manage release 2021.2 brings a new feature known as “New Calendar Sync for Office 365”, however we are strongly suggesting NOT to enable this feature, until the bugs are worked out. 2021.2 Release notes  do note that this feature is still in Pilot however many have missed

The following only applies to those running ConnectWise Manage On-Premises servers. From ConnectWise KB article “On February 29th, Microsoft enabled the new security defaults policy if a partner has not met Microsoft Partner Security Requirements. For on-premises partners that use Office 365 for their outbound email, we recommend that you install the new ConnectWise SMTP Relay Service which uses Modern Authentication.”   Unfortunately if Streamline IT or other smtp outbound domains are used, this SMTP Relay Service will

A new employee is added to ConnectWise Manage and their new employee onboarding starts. A user account in ConnectWise Manage is known as a member.  Navigate to System > Members to view, add or remove members. Later it’s found that the new employee have had access to many boards with confidential information.  This happens more often then most will admit, typically as the new member was added manually instead of copying an existing user which

ConnectWise Customer Portal, not just for Admins anymore ConnectWise has introduced a new customer portal for Manage. The new, free portal Is available to all partners and honestly, we think it looks pretty sleek. More information is available from ConnectWise University here: NEW ConnectWise Customer Portal. The new portal consists of two parts: A.  The Customer Portal where clients login and submit and update tickets, pay invoices, etc. B.  The Admin Portal where members login

Has your company updated it’s website lately? Images broken in your service board and invoice emails? CMS (Content Management System) type websites gives each image a unique url which typically isn’t replicated when a new website is created.  This results in images being broken when the new website is brought online. An easy way to keep marketing and web development from messing with these images is to create a directory in the root of the

July brings new tax codes to many states and municipalities.  Updating tax codes in ConnectWise Manage can be painstaking as the built-in tools for mass updating these codes are very limited.  Visionary 360 has created a Productivity Tool called Mass Maintenance Booster (MMB). Included in MMB is a Tax Code Module.  This module allows updating tax codes in bulk with a simple find & update, and handles updating tax codes for Company, Agreements and Sites.

In the past, data import was limited to Cloud partners, so On-Premises users were required to open a support case, send the files to support and wait, wait and wait more to have this imported by support.  Version 2021.1 brings this function to On-Premises users as well.   Data Import – Now Available for Premise Instances Premise partners now have access to the Data Import features in Manage, including the products import, configurations import, and

Are you receiving emails that state:  “A Manage email has been sent from an unapproved email address. Please Review“? ConnectWise recently released Version 2021.1 which includes a new setup table called the “Send From Email Address”.  This new feature allows what email addresses or domains will be used in the various Send From address fields in Manage. As a continual effort to improve security within Manage, ConnectWise has implemented a feature to alert when an

June 2020, we wrote a blog article about the new customer portal for ConnectWise Manage.  A big improvement from the legacy portal! Today we’ll review another new feature for the customer portal known as Service Catalog. Imagine a service request that actually contains all the relevant information that your team needs to accomplish the task.  The Service Catalog function helps bring this to reality. Our example shows a common “New User” request. ! The URL