6 Tips for New ConnectWise Manage Partners

This post highlights a few product features in ConnectWise Manage that can help your teams collaborate and coordinate more effectively.

The zone. It’s the place where everything just zooms—your whole team is humming, everybody knows what they need to do and they’re Getting. It. Done.

Helping you get more projects in the zone is why we’ve built ConnectWise Manage jam-packed with useful features that you may not have even discovered yet.

Don’t have ConnectWise Manage yet? Find out what it’s all about. Manage Projects Better >>

In this post, we’ll give you the skinny on six features that will make your team more collaborative and coordinated.

GENERAL
1. Keyboard Shortcuts

Forgive us for the pun, but having to reach for your mouse every two seconds is a real drag. That’s why we built keyboard shortcuts into the latest version of ConnectWise Manage, so your workflow positively moves. Within ConnectWise Manage, you can perform standard keyboard functions, along with specific actions in the application, such as; Save (CTRL + S) or Save and Close (ALT+S) records, close a tab (CTRL + W), create a new record (ALT + N) and many more!

Check out our University documentation for the full list of keyboard shortcuts.

MY CALENDAR
2. Schedule Location

In a world where remote work is the norm, it’s important for your team to be clear on not only when meetings are taking place, but where. We’ve built a Schedule Location feature into My Calendar to help you stay organized.

Using it is simple: If you have a technician that does remote work or work in other offices, they can switch their calendar to display the location of the meeting rather than displaying the company. To use this feature, all they have to do is navigate to the My Calendar screen and select the “Display Type” option near the top left. From here, they’ll select the “Schedule Location” option—and at a glance, they can see when and where they need to be.

SERVICES
3. Meeting Invites

With ConnectWise Manage, it’s easier than ever to organize meetings in the most efficient way possible. You can create a meeting, invite attendees, and see who has accepted or rejected it right from within each project ticket. Plus, when an attendee accepts, the meeting is automatically added to their own calendar.

To create a meeting, go to the Service Ticket for which you wish to create the meeting. From here, locate the “Meetings and Resources” POD and select the “New Item” icon. Next, select the “Meetings” option, fill out the fields and give the meeting a name. Add any members or emails for external invites and select “Prepare Invite”. Lastly, you will be taken to a fly out where you will prepare the email for the invite. You can even create or import an HTML template, for a more customized look and feel.

4. Email Connector Tags

Sometimes you need to get things done, even when you’re not at a proper workspace. ConnectWise Email Connector Tags lets you tick work off your to-do list, wherever you are. When a technician is on the road and is not able to follow up on tickets, he or she can simply reply from their inbox and perform actions on the ticket right within ConnectWise Manage.

These tasks include everything from adding notes to the internal analysis of the ticket, to updating the status, and even adding a CC. The University documentation has the full list of the Email Connector Tag capabilities. To use these, all you have to do is use the formatted listed when replying to the email. For example, if you are adding a new resource to the ticket the format used is, !!Assign:MemberID!!.

5. Entering Time from the Multiline View

You’re in the zone. The day is flying, and you’re knocking out ticket after ticket for multiple stakeholders and departments. Next thing you know, it’s time to go home—but you realize you forgot to track your time for one or more of the tickets you worked on. No worries! ConnectWise Manage lets you enter time across different clients and projects at the end of the day, right from your Service Board Multiline view. All you have to do is right-click on the “Total Hours” column for that ticket and select “Create New Time Entry”. The time entry window will appear saving you the step of having to drill back into the ticket to enter time.

PROCUREMENT & FINANCE
6. Payments and Credits on Invoices

When you keep clients in the loop, they tend to keep giving you business. That’s why we automatically display Payments & Credits on invoices that you print for clients. This way, they always have the most up-to-date information on payments still owed on each individual invoice.

To ensure this displays properly, you can check out your “Invoice Template” setup. If you drill into a specific template and select the “Body” tab, at the very bottom there is a section titled “Payments & Credits”. Review this section to ensure the appropriate options are selected.

We created ConnectWise Manage to help keep your team on track and working together as effectively and efficiently as possible. These features are just a few of the many designed to make your projects organized and successful.

Don’t have ConnectWise Manage yet? Find out what it’s all about here.

Manage Your Projects Better.

ConnectWise is a project management tool that helps teams work better together.