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Mass update ConnectWise agreement exclusions

Agreement Types are great, since they let you create a standard starting place for how you bill your clients, but changes you make to an agreement type are not propagated to the individual agreements you’ve created from that agreement type. Over time, as you make adjustments to how you structure your client engagements, you not […]

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Set ConnectWise client portal passwords using SQL

Update Notice: If you are using ConnectWise version 2016.3 or later, the schema has changed. Check out this updated post for the changes. ConnectWise doesn’t automatically assign a client portal password to contact records when they’re created or imported using the Lead Import tool. To do this, you must find the contact record, click Set […]

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