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

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

  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

ConnectWise is slowly releasing new Asio features.  Projects and the new Microsoft 365 email connector are two of the newest releases.  We’ll review the email connector in this blog article. What is ASIO?  Pronounced “AH SI O”, is a serverless microcell architecture which ConnectWise has been developing for some time now.  Continuum RMM was purchased by ConnectWise in 2019, for multiple reasons, one being it’s serverless architecture which was exactly the vision in mind.  Read

We’ve all encountered this scenario: you need to update a field value on multiple records in ConnectWise PSA, such as closing 25 duplicate tickets. You begin by navigating to the list view, selecting the records to update, and using the Action menu to apply the changes. Then, you’re met with the infamous “Updating. Please Wait…” window. Did you know that many fields in ConnectWise allow changes directly from list views without needing the Actions menu?

Setting up sales commissions in ConnectWise PSA is straightforward, especially if you’re new to commission tracking. However, transitioning to CW Commissions from QuickBooks or manual Excel tracking presents challenges, primarily with integrating existing payouts into Manage to avoid dual management. Let’s Get Started: Rule of thumb with Sales Commission setup: – One commission record per commission type. – Commission records may also be stacked. Navigate to the **Sales Commissions Setup Table**, Located at System >

Lifestyle or Growth: 1. Lifestyle – No growth plans, maintaining a comfortable and stable business. 2. Growth – Initially through ramping up Sales & Marketing, later achieved by expanding or merging with/acquiring another firm. ConnectWise PSA, even with the best implementation, requires extensive planning to handle expansion or M&A. For many, this can be daunting, especially when M&As move quickly. As a wise person once said, “Proper Planning Produces Proper Results.” At Visionary 360, we

One of the complaints many have voiced over the years is the lack of function with the calendar sync, especially when personal items are added to their outlook calendar which would result in it showing up in ConnectWise PSA. ConnectWise introduced a new calendar sync which resolves this issue.  Known as Microsoft 365 Directional Calendar Sync, it allows personalizing the calendar function by member.  We’ll show how to enable and administer this sync function. STEP