I put together a quick SQL query a couple of weeks ago to share my list of ConnectWise Manage types/subtypes/items with a client. Yesterday, someone asked for the same thing in the CW forums so I thought I’d put together a quick blog post for anyone else out there searching for a way to build […]
ConnectWise has allowed you to store documents within the application for quite some time — and starting with the 2011.3 release, you’re now able to control which documents are accessible from the Client Portal. Mostly. Here’s what you need to know about managing document security within ConnectWise: There’s a security checkbox available on the document property window that allows […]
One of the challenges many MSPs face is finding that delicate balancing point between automating service delivery while also not losing that personal touch clients appreciate. As I wrote in a recent post, the latest release of ConnectWise includes an option for using your staffs’ names as the name displayed in emails sent from service and project […]
As I wrote in a recent post, ConnectWise 2012.1 allows you to use your staffs’ names as the name displayed in emails sent from service and project boards, letting your clients know that the message they received was the result of human actual (even if the content of the message is a standard template). The actual […]