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Add a human face to emails sent from workflow rules and tracks
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 > […]
Setting up LDAP authentication for ConnectWise 2012.1 – it’s easy!
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 […]
3 steps to adding a human touch to ConnectWise emails
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 […]