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Managing ConnectWise client portal security and access using SQL
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 […]
Creating your own ConnectWise database reference
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 […]
Mass update agreement billing rates in ConnectWise
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 […]