Visionary 360 Document Library

End-of-Year Guidelines

Updated and available every year starting in December, these guidelines are designed to help you prepare your ConnectWise Manage set-up for the new year.

Additional information

ConnectWise Module

System

Department

Management

Related Documents

How To Use A Logo In CWM

ConnectWise Manage handles logo images using two methods, hosted by a webserver, and uploaded into the application. This guide will help determine the required method and how to add or modify your company log.
To update your logo, you will need to review the following setup tables within in Manage to update these with your new logo. It is very important that you make sure the logo you are updating is the correct size.

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Service Ticket Status Workflow

This manual includes step-by-step instructions and best practices that will give you the tools to create a service environment where every ticket in ConnectWise Manage is addressed – on-time, every time!

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