Visionary 360 Blog

Manage Labs

Manage Labs, a set of features designed by the ConnectWise development team, contains some valuable functions worth looking into.

To access Manage Labs; navigate to System > Setup Tables > Manage Labs.

Here is a quick view of current feature sets with highlighted features we strongly suggest looking into.

 

Calendar Schedule Location Mode Adds a display mode to My Calendar and the Dispatch portal that displays the location of schedule entries. For more information, please refer to My Calendar.
Calendar Time Entry Mode Adds a Time Entry display mode to My Calendar. For more information, please refer to My Calendar.
Clean Schedule Records Marks open schedule records older than 90 days along with schedule records on inactive activities and tickets as closed. Also marks inactive activities and activities older than a year as closed.
Company Lookup Enables streaming data for company lookup and allows company information to sync for logging of global search issues.
Company URL Button Adds a share button to the Company toolbar that provides a direct link to the company for internal members. Viewing the company requires logging into Manage. For more information, please refer to Company Tab – Company.
Config URL Button Adds a share button to the Configuration toolbar that provides a direct link to the configuration for internal members. Viewing the ticket requires logging into Manage. For more information, please refer to Configuration Screen.
Copy Configurations Button Adds a copy button to the toolbar on the Configuration detail screen to allow copying of configurations. For more information, please refer to Configuration Screen.
Copy View Button Adds a button to the toolbar on the Define A View dialog to allow copying of views. For more information, please refer to Using Views.
Copy Workflow Button Adds a button to the toolbar on the Workflow detail screen to allow copying of workflows. For more information, please refer to Workflow Rules Setup Table.
Current Time Sheet Adds a My Time Sheet button at the top of Manage to direct to the current time sheet.
Define A View Default Selection Allows a defined view to be saved as the default view to load. For more information, please refer to Using Views.
Disable Report Writer Thumbnails Disables the thumbnails from generating for each report in the Report Writer report list.
Dispatch Portal Member Filter Adds a filter to the Dispatch Portal to quickly search for multiple members. For more information, please refer to Dispatch Portal.
Email Audit Logs emails leaving from Manage. For more information, please refer to Email Audit.
Fast Time Entry Popup Enables the time entry popup on a ticket to load quickly, but disables navigable links within the popup.
Meeting Invites Adds meeting invites control to the resource pod. For more information, please refer to Meeting Invites to Tickets.
Nodus Payment Processor Makes the ‘Nodus’ option available in the payment processor list on the Invoice tab in the Portal Config setup table. System Flag in the database must be set to 1.
Reactivate Members Adds ability to reactivate inactivated regular members. For more information, please refer to Regular Tab – Members Screen.
Security Role Mass Edit Mass Action to update security line items. For more information, please refer to Security Roles.
Service Alert Allows Service Alert options to be configured at the Company and Contact Type level. When disabled, Service Alert notifications will not appear on service tickets.
Service Ticket Description Links Link to other service tickets in your descriptions by including the token #ticketnumber. For more information, please refer to Service Ticket Description Links Setup Table.
Sort Private Custom Views Sort private custom views before public custom views.
State Filter By Country Filters the state drop down list on a screen based on the country selected. If there is no country selected, all states will be displayed. If a country is selected, all states associated with that country will be available in the drop down in addition to any states that do not have an associated country.
Status Requests from Ticket Notes Adds the ability to send status requests directly from ticket notes. For more information, please refer to Ticket Tab – Service Ticket.
Stopwatch Adds stopwatch controls to the ticket. Adds stopwatch controls to My List. For more information, please refer to Stopwatch.
Ticket Link Tooltips Show a tooltip displaying the summary of the ticket when hovering over ticket links in the service ticket notes pod.
Ticket Notes Adds the new Ticket Note experience that comes with rich text formatting and in-line images.
Time and Expense Period Editing Adds ability to edit existing time and expense period setups, migrating existing time and expenses to the new setup.
Time Entry Default Start Time Time entry will look for the time on your last time entry and use that as your default start time on new time entries.

 

 


About Visionary 360

Visionary 360 is a team of veteran coaches focused on the technology sector, mainly IT Service Providers, helping to successfully implement their tools more effectively with a financial focus.

We are problem solvers who love helping people, doing the impossible while having fun doing it.  We engage with our clients like they are family.  We love working with them, watching their companies grow.  There is no greater reward than seeing our clients prosper.   To learn more about Visionary 360, visit our website at www.visionary360.com or setup an introductory meeting to discuss your needs.


 

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