Get more features in ConnectWise’s new UI

| By:
Linda Brotherton

The new ConnectWise user interface (UI) is designed to be brain friendly, meaning it’s customizable enough that it can behave like an extension of you.

In a nutshell, it works the way you do. Many partners are already benefiting from this one-of-a-kind user experience, and now we’re pleased to announce that 5 more features just moved into our new UI with the 2015.6 release.

Users can now customize Service Tickets, Activities, Expenses, Sales Funnel views, Time Entries, and Finance screen views.

Here’s what’s new in the 2015.6 ConnectWise UI:

1. Service Tickets

You can now hide non-required fields, make additional fields required, and even create your own custom fields.

Bonus: We’ve made it even easier to quickly add yourself to a Service Ticket with the Assign Me feature. Just one click on the ‘Assign Me’ button, and you’re added as a resource.

2. Activities

Activities are now in the new user interface with the addition of a few brain friendly enhancements!

3. Expenses

Both the Expense Reports and the Expense Entry screens are now in the new user interface, along with an enhanced Audit Trail—so you can easily view a service ticket’s entire history at a glance.

4. Company Finance Screen

The Company Finance screen is also now in the new UI. Now, as with all screens in the new UI, you can add custom fields!

5. Time Entry

The Time Entry screen has also been enhanced and plugged into the new UI. Now, there’s an Audit Trail on each Time Entry to track all updates and changes.

Bonus: We’ve added the option to require a reason for changing a time or expense entry at the time of it being rejected or reversed.

These are just five of the many new features that we’ve moved to the new, brain friendly ConnectWise UI in the 2015.6 release. Register now for one of the ConnectWise 2015.6 live webinars.