In a post back in 2011, I showed you how to create your own ConnectWise database reference using Excel. As an update to that post — and for those of you that aren’t able to connect directly to your ConnectWise database or just don’t want to go through the trouble of building your own — I’ve created database […]
I’ve updated the Client Distance Calculator for ConnectWise I originally published this past summer. The calculator is a .NET-based application that retrieves your client data using the ConnectWise API and uses the Google Maps API to calculate the distance between your office and each of your client sites. Enhancements Replaced the client type and status input fields […]
ConnectWise has released the following updates to the University: Course: Procurement ConnectWise TV: Managed Workplace 2012 R2 & ConnectWise: Prospect to Customer PartnerKit: Onboarding How-To: How to Use the Billing Setup Recorded Webinar: Customizing ConnectWise ConnectWise TV: Cisco and YOU: A Winning Partnership
A quick guide on how to add that custom report you built for ConnectWise using SQL Server Reporting Services (SSRS). These instructions are only relevant to on-premise partners. Step 1 – Retrieve the report’s URL The first thing you’ll need to do is retrieve the URL for the custom report you’ve developed and deployed to […]
Keith with IMEX Technical Services, a UK-based ConnectWise partner, started a discussion yesterday in the ConnectWise forums about building a central repository for all of the various SSRS reports that partners have built and would be willing to share. I thought the idea was great and offered my support. Not all partners are in the […]
6 Dec 2012: I’ve updated the Client Distance Calculator for ConnectWise. Check out the most recent post on this topic and download the latest version of the calculator. I recently wrote about how ConnectWise allows you to set up standard mileage expense reimbursements for your client sites. The idea is that you calculate the distance between your […]
As a follow up to my recent post managing document security in ConnectWise and in response to a reader comment, here’s a SQL script you can use to retrieve a list of documents stored within ConnectWise that are attached to service or project tickets, are marked as public, and weren’t automatically added to a ticket by […]
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 […]
Managing expense reports is an administrative headache for most companies. Here’s an easy way to not only reduce the amount of time involved with but also standardize how your field engineers report their mileage expense reimbursements. Step 1 – Create a mileage expense type If you don’t have one, the first thing you’ll need to […]
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 […]