What is ConnectWise and what does it do?
ConnectWise is a business management platform that helps companies with various aspects of their operations such as customer relationship management, project management, and invoicing.
How can I access my ConnectWise account?
You can access your ConnectWise account by going to the login page and entering your username and password.
What should I do if I forget my ConnectWise password?
You can reset your password by clicking on the "Forgot your password" link on the login page. You will then receive instructions on how to reset your password.
Why am I getting a "Page not found" error on ConnectWise?
This error can occur due to a number of reasons such as a temporary server issue, incorrect URL, or expired login session. Try clearing your browser cache and cookies, and if the issue persists, reach out to ConnectWise support for further assistance.
How can I add new users to my ConnectWise account?
You can add new users to your ConnectWise account by going to the company settings and selecting "Users". From there, click on "Add new user" and enter the necessary information for the new user.
What should I do if I am unable to log in to my ConnectWise account?
First, make sure you are using the correct login credentials. If you are, try clearing your browser cache and cookies and then try logging in again. If the issue persists, reach out to ConnectWise support for further assistance.
Can I access my ConnectWise account from multiple devices?
Yes, you can access your ConnectWise account from multiple devices as long as you have an internet connection and the login credentials.
How can I import data into ConnectWise from another platform?
ConnectWise has a data migration tool that allows you to import data from various platforms. Refer to their user guide for step-by-step instructions on how to use the data migration tool.
What is the difference between a ticket and an agreement in ConnectWise?
A ticket is a record of a specific customer issue or request, while an agreement is a contract that outlines the services provided to a customer.
Can I integrate ConnectWise with other applications?
Yes, ConnectWise offers integrations with various applications such as Microsoft Outlook, QuickBooks, and Salesforce. Refer to their integrations page for a full list.
How can I set up automatic reminders for tickets in ConnectWise?
You can set up automatic reminders for tickets by going to the company settings, selecting "Service board" and then selecting "Automatic reminders". From there, follow the prompts to set up your reminders.
What should I do if I encounter an error while creating a ticket in ConnectWise?
If you encounter an error while creating a ticket, try refreshing the page and attempting to create the ticket again. If the error persists, reach out to ConnectWise support for further assistance.
Can I customize the fields in my ConnectWise tickets?
Yes, you can customize the fields in your ConnectWise tickets by going to the company settings, selecting "Service board", and then selecting "Ticket custom fields".
How can I track my time in ConnectWise?
You can track your time in ConnectWise by going to the company settings, selecting "Time entry settings", and then selecting "Time entry setup". From there, follow the prompts to set up your time tracking preferences.
Can I export data from ConnectWise?
Yes, you can export data from ConnectWise by going to the company settings, selecting "Exports", and then selecting the type of data you want to export.
What should I do if my ConnectWise reports are not showing accurate data?
If your ConnectWise reports are not showing accurate data, try refreshing the page and running the report again. If the issue persists, reach out to ConnectWise support for further assistance.
How do I enable two-factor authentication for my ConnectWise account?
You can enable two-factor authentication for your ConnectWise account by going to the company settings, selecting "Users", and then selecting the user you want to enable two-factor authentication for. From there, follow the prompts to set up two-factor authentication.
Can I customize the layout of my ConnectWise interface?
Yes, you can customize the layout of your ConnectWise interface by going to the company settings, selecting "Setup tables", and then selecting "Screen configuration settings".
How can I update a ticket in ConnectWise?
You can update a ticket in ConnectWise by opening the ticket and making the necessary changes. Don't forget to save the changes before closing the ticket.
What should I do if I encounter an error while editing a ticket in ConnectWise?
If you encounter an error while editing a ticket, try refreshing the page and attempting to make the changes again. If the error persists, reach out to ConnectWise support for further assistance.
Can I change the priority of a ticket in ConnectWise?
Yes, you can change the priority of a ticket in ConnectWise by selecting the "Priority" drop-down menu in the ticket and selecting the desired priority level.
How can I check the status of a ticket in ConnectWise?
You can check the status of a ticket by opening the ticket and looking at the "Status" field.
Can I create recurring tickets in ConnectWise?
Yes, you can create recurring tickets in ConnectWise by going to the service board settings and selecting "Recurring tickets".
What is a service level agreement (SLA) in ConnectWise?
A service level agreement (SLA) in ConnectWise is an agreement between the company and the customer that outlines the expected response and resolution times for tickets.
How can I set up alerts for tickets that are close to breaching their SLAs in ConnectWise?
You can set up alerts for tickets that are close to breaching their SLAs by going to the service board settings, selecting "SLA setup", and then selecting "Close to breech alerts".
How can I merge two duplicate tickets in ConnectWise?
You can merge two duplicate tickets in ConnectWise by opening one of the tickets and clicking on "Merge" in the top right corner. You will then be prompted to select the other ticket to merge with.
Can I export my ConnectWise invoices to QuickBooks?
Yes, you can export your ConnectWise invoices to QuickBooks by going to the company settings, selecting "Exports", and then selecting "Invoices". From there, follow the prompts to export your invoices to QuickBooks.
How can I set up my ConnectWise invoices to be automatically sent to customers?
You can set up your ConnectWise invoices to be automatically sent to customers by going to the invoicing settings, selecting "Recurring billing", and then selecting "Electronic invoicing". From there, follow the prompts
