Keith with IMEX Technical Services, a UK-based ConnectWise partner, started a discussion yesterday in the ConnectWise forums about building a central repository for all of the various SSRS reports that partners have built and would be willing to share. I thought the idea was great and offered my support. Not all partners are in the […]
6 Dec 2012: I’ve updated the Client Distance Calculator for ConnectWise. Check out the most recent post on this topic and download the latest version of the calculator. I recently wrote about how ConnectWise allows you to set up standard mileage expense reimbursements for your client sites. The idea is that you calculate the distance between your […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 > […]
One of the features ConnectWise has just released as part of 2012.1 is LDAP integration. This allows your users to use the same username and password to log in to ConnectWise as they use elsewhere in your network. Overview LDAP stands for Lightweight Directory Access Protocol and is simply a protocol that applications can use to look […]
One of the challenges many MSPs face is finding that delicate balancing point between automating service delivery while also not losing that personal touch clients appreciate. As I wrote in a recent post, the latest release of ConnectWise includes an option for using your staffs’ names as the name displayed in emails sent from service and project […]