Did you know? You can use the 'Filter'  in any 'MY' screen to review another members information if your security permissions allows for 'All' access. So, if you're a time approver, rather than logging out and back in to look at a member's timesheet that you've rejected, you're able to go to the My Timesheets icon, select the filter icon from the top right corner of the screen and change the view to see the member in question's timesheet. Other screens that have this functionality?:
My Opportunities
My Activities
Purchase Orders
My Projects
My Calendar
My Timesheet
My Expense Reports
My Approvals
My Invoices






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Did you know? You can manage your day by viewing the My Activities screen in ConnectWise. This screen allows you to access your Activities, Projects, Service Tickets, and Opportunities.



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Stop 'out of office' emails from cluttering up your Service Boards! If you're using an IMAP enabled mailbox, you can create a rule to delete emails with subject line 'out of office' under Options>Rules, in Outlook Web Access for your Email Connector user.



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Stop 'out of office' emails from cluttering up your Service Boards! If you're using an IMAP enabled mailbox, you can create a rule to delete emails with subject line 'out of office' under Options>Rules, in Outlook Web Access for your Email Connector user.



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You can easily manage all of your recurring Service Templates. Navigate to Setup>Mass Maintenance>Mass Delete Service Templates. View and edit the Recurring Service Templates that are applied to different companies.



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Did you know you can do wild card searches on any multi-line screen in ConnectWise? Just place your search term inside of *asterisks*


 
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You can paste images in closed loop emails: Just copy the image that you would like to include and then click the paper clip from the tool bar. 



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Did you know you can mass delete Closed Activities up to a certain through date via the Mass Maintenance Screen!



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Click on the Sales Rep hyperlink from within an Opportunity to create a new activity against the opportunity with all the information you need!

 

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Click on the Sales Rep hyperlink from within an Opportunity to create a new activity against the opportunity with all the information you need!

 

Partners, to see the most current tip visit ConnectWise University!