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 […]
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 […]
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 […]
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 […]