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Category: ConnectWise PSA

MOBIUS CERTIFICATION

We are proud to announce that our founder Matthew Zaroff, has recently acquired the Mobius certification.  Mobius is a third-party integration which connects ConnectWise (Manage) PSA to QuickBooks Online.  For more information about Mobius and Gozynta, follow this link.  

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ConnectWise Manage PSA | New Feature to Lockdown Views

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

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Recent Update Prevents Unbundling Agreements | ConnectWise PSA

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

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Enable Click to Call | ConnectWise PSA

  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

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Understanding the Impact of the “Recurrence” Feature in Sales Agreements

Automating agreement creation is a significant advantage in sales processes. One way to achieve this is by using the “Recurrence” feature for products billed as agreement additions. While this feature simplifies the agreement creation process when converting opportunities or sales orders, it can also influence certain sales metrics. In this article, we explore how the “Recurrence” feature works and its potential impacts on your company’s sales numbers, helping you decide whether to enable or disable

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Asio | New Microsoft 365 Email Connector

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

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Tip for updating records in ConnectWise PSA

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?

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Sales Commissions

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 >

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Embracing Two Business Journeys as a Technology Solution Provider

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

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Microsoft 365 Directional Calendar Sync

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

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About Visionary 360

At Visionary 360, we’re a team of experienced business coaches who help Technology Solution Providers make the most of their tools with a strong focus on financial clarity.

We’re more than consultants. We’re partners who love solving problems, simplifying complexity, and turning frustration into progress. Our clients become part of the Visionary 360 family, and we take pride in celebrating their growth and success.

There’s no greater satisfaction than seeing a partner’s business thrive—streamlined, profitable, and confident in every step forward.

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