Visionary360 Blog

Category: Client Portal Maintenance

How to use: Portal Maintenance

  Marketing Group Maintenance – Set-up & Maintenance Using MMB – Portal Maintenance Sending notifications after MMB-Portal Maintenance has been performed Marketing Group Maintenance using ConnectWise Manage To send messages, we use Communications Manager, so you will want to create or update a Marketing Group prior to its use.  Once a Group is created, simple maintenance of the Group will be required prior to using MMB – Portal Maintenance. Prep for first time use –

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