Update: Another method to fix this that works most of the time is to uncheck and then recheck the “Highlight Code” box. So this is a pretty random post but I figured I could save some headache for anyone else who hasn’t figured out this workaround (I just discovered it after many years with Report Writer). […]
If you’ve been creating custom HTML reports in ConnectWise for a while, you’ve probably noticed that while you can do a lot of powerful things, the interface and the lack of advanced documentation can make things difficult. One recent challenge was to create a report cover page in ConnectWise Report Writer. One report element I […]
If you use URLs created in the ConnectWise Manage Web Report URL Creator tool to feed data to Excel, Power BI, etc, you may need to make some changes to get your data connections working again. ConnectWise changed the formatting of the password so it shows up quasi-encrypted rather than in clear text within the […]
Essential to every integration is the public/private ConnectWise API key creation within the Member setup area of ConnectWise Manage. When you are asked to set up your public and private keys for an integration, these are the steps to take: Open ConnectWise PSA and log in with an account that has access to the Members […]
At NexNow, we’ll often get requests for custom invoice templates that display things in a way that’s a bit outside the box. One client did a lot of agreement bundling and some child agreements needed to have their titles and products show on the invoice. Since ConnectWise doesn’t allow us to specifically call out child agreements when […]
ConnectWise comes with some useful built-in reports. However, there are usually a few things MSPs want to tweak so that each report fits their specific requirements. Here’s how to customize your own standard report.
When companies go through a reorganization, there is a lot of information and data that needs to be taken into account. Here’s the process we used to help a client make sure the re-structuring, particularly within ConnectWise, went smoothly and had a positive outcome.
Have you ever wanted to find out how big certain tables in your ConnectWise database are?
Here is a simple script to show you the top tables in your database, and as well as their true size.
Our very own ConnectWise Guru Nathan Dufault attended the NW Connectors User Group in Seattle a few weeks ago. Here’s his report on what’s coming up from a product update perspective.
In the past, we shared some handy scripts that help you manage your ConnectWise client portal access using SQL directly. But with CW Version 2016.3, the schema changed. Here are the updated scripts that will reflect these changes.