Custom fields, more powerful than ever thanks to a recent update in version ConnectWise Manage 2020.4. Previously these fields could be used in various places, yet only by a human.  This update now allows these custom fields, via workflows to have data added, updated or selecting them. If you happen to be new to the custom field world, see some of our other blogs on this subject. Navigate to workflows:  System > Setup Tables >

Closed Loop: Do you even? You should be!  Documentation is key and a blessing in disguise.  In this blog we won’t get into the deep needs for using Closed Loop, but rather the design of a special template for it’s use. In the past ConnectWise’s boilerplate templates were rather….  {fill in the blanks}, lacking.  Today they have made significant changes making them decently usable, but what if.  What if it’s desired to have a more

Are you reviewing your agreements?  Consistently?  (We won’t tell) Agreements are for billing and service handling.  Agreements which “cover” certain types of service should be reviewed on a recurring basis to determine if the agreement is properly priced.  An agreement which is consistently upside down isn’t making you money, it’s costing you money and the word BANK isn’t in any solution providers names that we have met. Arnie Bellini showed us how ConnectWise in the

Security is at the top of everyone’s minds these days.  Some ConnectWise Manage users need to take security a step farther as they need to adhere to more complex compliance regulations. ConnectWise added a feature “Disable zAdmin Login” that many seem to have missed.  This feature allows the disabling of ConnectWise’s access to your Manage system. To enable this feature, navigate to System > My Computer > Owner Tab > Scroll to the bottom right

Priority and After hours notifications for your team sometimes doesn’t fit well just using email. Not all know that each cell phone number has an email address tied to it for SMS messaging. By sending a message by email using the SMS to Email translation, a twitter type message can easily be sent to any phone. Common cell phone carriers SMS to Email translation settings: Alltel: [email protected]. AT&T: [email protected]. T-Mobile: [email protected]. Virgin Mobile: [email protected]. Sprint: [email protected].

Your client, Action Plumbing and Heating has a active network infrastructure project and all a sudden a help desk ticket comes through with an end user complaining about their email not functioning.  The help desk technician is unaware of the current project and proceeds to make changes. Meanwhile, the project team, unknowingly to the help desk ticket, is stumped as to why things have stopped working. Has this ever happened to your team(s)? Wouldn’t it

Invoice Groups – Now available in 2020.4   !!  Beginning note:  There is a known issue with sub items and is noted in “Known Issues”.  Unchecking “Show Sub-items” does not prevent them from showing on the invoice.  The article for reference is:  https://university.connectwise.com/university/reports/knownissuesdetail.aspx?ticketId=14192655  We will provide an update to this blog when the issue is corrected. We at Visionary 360 are excited to have this function FINALLY available for ConnectWise Manage users.  Since the creation

Team lead reviewing time entries, without access? Service Manager or Dispatch reviewing ticket load without logging into Manage? These and many others can be accomplished by using the Scheduled Report function within Manage. First:  Pick a report.  Within Manage, navigate to System > All Reports > Reports List.    See the Report Dependency Matrix located in the ConnectWise University for detailed list of all available reports built into the system. Second:  Click Add to My