Ticket Templates:  What are they, how can they help your productivity? Anything and everything recurring can be helped with a Ticket Template.  Recurring common meetings, troubleshooting steps, checklists, or really anything else that happens within your workplace on a regular basis that you want to log time against deserves a ticket template. There are two parts to creating Ticket Templates. Create a system master template which will be used to create templates at a company

Call to Action Forms, also known as CTA are common for any website today.  Being able to put some automation behind them is the tricky thing, especially when trying to integrate with ConnectWise Manage.  If you understand API calls, then it’s a relatively a simple thing but for the rest we like a click and add approach.  This usually means purchasing some form of service. We found a little gem that if integrated into your

We see this a lot with our consulting clients.  Cross contamination of the Company status and Company types.  These are located within the Company Finance section of each company. When thinking of Company Status, you could ultimately think of a light switch.  It’s either on or off.  Of course, the dimmer switch comes in to play for other possible statuses.  Credit Hold, Delinquent, Not Approved, MSA not signed would be a few other good possible

Unfortunately a team member gets called out New Years Day,  and while submitting a time entry for the ticket, they receive and error disallowing their entry. There is two items that need to be setup before time entries can be entered into ConnectWise Manage January 1, 2020.   If you have not done this yet, do it now! Navigate to System > Setup Tables > Time & Expense > Time Period.  From here you will see

Why use custom fields? Generate data points Triggers for workflows Qualification questions See ConnectWise University Article for more suggested ideas Plan, test, implement First determine what is the desired result, what area does it apply to? Determine if a Custom Field is available.  Navigate to System > Setup Tables > Custom Fields to browse through the available choices. What type of field is needed? – Button: Adds a hyperlink in the Button URL field. There