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Documents
Okay, lose the sticky notes. Keep reminders front and center using ConnectWise instead. Post important information in multiple locations including: - Companies
- Contacts
- Opportunities
- Service Tickets
- Projects
- Agreements
- Configurations
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Click to enlarge.
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Files can be hyperlinked, linked to a mapped drive or uploaded to the server. Even your customers can attach documents to their service tickets in the Client Portal. So skip the excuses – and clean up your desk, too.
Feature List - Link to document or upload to server
- Link to web page
- Integrated throughout ConnnectWise PSA
- Roles based security
- SSL supported
See the other Analyze & Report modules
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