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Finding documents that have been made public within ConnectWise
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 […]
Managing document security in ConnectWise
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 […]
Setting up standard client mileage reimbursements in ConnectWise
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 […]