As I wrote in a recent post, ConnectWise 2012.1 allows you to use your staffs’ names as the name displayed in emails sent from service and project boards, letting your clients know that the message they received was the result of human actual (even if the content of the message is a standard template). The actual […]
Along with many anticipated new features and enhancements, ConnectWise release 2012.1 includes a number of API fixes and improvements, including a new API test program that developers can use to interact with the APIs. Here’s the announcement that went out on Friday. API enhancements for 2012.1: Accounting API: Partners will now have the choice to […]
One of the challenges of running an IT services company that provides both ongoing support and also project-based services clients is making sure the proverbial hands know what each other is up to. Often, a client will submit a support issue to your helpdesk and your support engineers will spend time trying to investigate and resolve the […]
Update Notice: If you are using ConnectWise version 2016.3 or later, the schema has changed. Check out this updated post for the changes. As an follow up to the article I wrote in November about setting ConnectWise client portal passwords using SQL, here are several more ConnectWise client portal security SQL scripts that automate some […]
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 […]