Visionary360 Blog

Category: Email reConnector

Invoice Report

  Select the date ranges you wish to view.  The report will show the invoices for the selected period of time.

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Configuration Issues

  Common ConnectWise Manage Configuration Issues Issue 1 – The API key did not set up properly, resulting in a message stating that the system could not access ConnectWise Members. To resolve, simply delete the current API key and make a new one.  Copy the new Private and Public keys to the portal, save and try the connection test again.  If this does not work, then check the security permissions in the next solution.  See Step

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Updating Payment Method

[mp_text][/mp_text] [/mp_span] [/mp_row] [mp_row] [mp_span col=”6″] [mp_text] To update your payment method, log in to your Email reConnector account. Access the portal at https://emailreconnector.visionary360.com Under Payment Details – Select Update Payment Method On the next page you can enter your updated information For security reasons, we do not display the card on file. [/mp_text] [/mp_span] [mp_span col=”6″] [mp_image id=”4298″ size=”large” link_type=”custom_url” link=”#” target=”false” caption=”false” align=”left”] [/mp_span] [/mp_row] [mp_row] [mp_span col=”12″] [mp_text] [/mp_text] [/mp_span] [/mp_row]

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How to use Email reConnector

Step 1 – Set up Users Step 2 – Map desired Boards & Activities Step 3 – Instruct your staff Step 1 – Set up Users: During the activation of Email reConnector, an option of “Manual Entry or Import users from ConnectWise” was chosen.  You can add / remove users at any time during the use of the product. Navigate to Users: Simply select or deselect the desired user(s).  Unauthorized users will receive a bounce

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How can I submit an enhancement request?

  Do you have an enhancement you want to suggest or have you come across an enhancement you would like our Product Management Team to review? Submit it here for consideration.  The more detailed descriptions the better.

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How do I cancel my service?

  Q:  How do I cancel my service? A:  While we hope you never have reason to do so – we understand that there may come a time you no longer need our service. Should that be the case – you can select Cancel Service from the Update Payment Method screen.

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NDR – Sorry the email could not be delivered

  Q:  I receive an NDR that says “Sorry the email could not be delivered. The user name@domain.com does not exist or is not authorized to use this forwarder.” A:  This error typically is caused by a user who is not enabled on a Forwarder. Edit the forwarder and confirm the user is selected. This error can also be caused if there is a name in the CC field of your email. However using BCC does not

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