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How to clear unposted invoices from ConnectWise’s accounting interface
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 […]
How to set up Office 365 calendar syncing for cloud partners
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 […]
Add a human face to emails sent from workflow rules and tracks
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 > […]