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Creating your own ConnectWise database reference
21 Apr 2014: Check out the most recent post on this topic. When I develop custom ConnectWise reports and applications that connect to the ConnectWise database, I frequently find myself launching SQL Server Management Studio and navigating through the long list of tables in order to answer a simple question like which fields are available […]
Mass update agreement billing rates in ConnectWise
As I discussed last week’s post about updating ConnectWise agreement exclusions, agreement types are a useful way of ensuring conformity across your portfolio of agreements, but changes made to agreement types don’t propagate down to individual agreements. This means that if you need to update the agreement billing rates, for example, you’re left with a lot of […]
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 […]