We’ve had a number of clients that — for whatever reason — end up with unposted invoices within ConnectWise that in actuality had already been posted to their accounting application, such as QuickBooks, and which have pilled up over time. Here’s what you can do to get rid of these invoices. Step 1 – Determine […]
We recently migrated nexnow.net to Office 365 and I found the online documentation that ConnectWise provides on setting up calendar syncing with Office 365 incomplete. Here’s what we had to do to get this set up for us. Keep in mind that these instructions are specific to cloud-based partners. Step 1 – Contact ConnectWise The […]
As a quick follow up to my recent post, Using member name as display name with ConnectWise 2012.1, it’s also possible to send emails generated as part of a track or a workflow rule from an actual human being, rather than a generic info@ or sales@ email address. Workflow rules Navigate to Setup > Setup Tables > […]
One of the features ConnectWise has just released as part of 2012.1 is LDAP integration. This allows your users to use the same username and password to log in to ConnectWise as they use elsewhere in your network. Overview LDAP stands for Lightweight Directory Access Protocol and is simply a protocol that applications can use to look […]
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 […]
One of the challenges of running an IT services company that provides both ongoing support and also project-based services clients is making sure the proverbial hands know what each other is up to. Often, a client will submit a support issue to your helpdesk and your support engineers will spend time trying to investigate and resolve the […]