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.
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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.
| ConnectWise Module | System |
|---|---|
| Department | Admin, Management |
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.
Definitions and explanations of Work Types. Set up Work Types so your billing rates are consistent and accurate.
Definitions and explanations of Company Statuses. Set up your Company Status List with ease and clarity.
Quoting & Order Processing with QuoteWerks (without ConnectWise Manage Procurement Module) This comprehensive manual clearly and comprehensively walks you through every phase of quoting and order processing so you never miss a step.
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