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Client Distance Calculator for ConnectWise
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 […]
Finding documents that have been made public within ConnectWise
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 […]
Managing document security in ConnectWise
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 […]