Support for the iPhone
After much anticipation, ConnectWise now runs on the iPhone. Update tickets, email contacts, and have access to all ConectWise features 24 hours a day from the palm of your hand. The user interface is intuitive and the application is as easy to use on a small screen as it is on your workstation monitor. Watch this video to learn how to put the ConnectWise logo right on your app screen and never be disconnected from ConnectWise again.
Collaborate and Connect with Shared Templates
Never before has the ConnectWise community been more in touch with one another and able to share knowldge and ideas than with Shared Templates. In v2010 Phase 2 you will now see a new Shared Templates icon located under the Other left navigation bar. By selecting this icon, depending on your security settings, you are able to upload and download different templates you'll find on the new ConnectWise University where you will see a new tab called "Shared Templates." Select this tab to download and rate the different shared Partner templates.The different types of templates that are currently available for uploading and downloading are: Agreements, Configurations, Email Templates, Project Templates, Custom Reports, Service Templates, Surveys, Tracks, Views, and Workflow Rules. Benefit from the rest of the combined knowledge of the IT community, or share your own ideas to benefit the community as a whole.
Schedule Your Reports and Save Report Parameters for Future Execution
A new button has been added to the report parameters toolbar to "Add to My Reports." Clicking this icon will give you the ability to name your report and choose to display the report on your ConnectWise Today page.
You can also schedule the times you would like to run your reports and choose when and where you would like them delivered. You can email them to multiple contacts in many different formats, including HTML, MHTML, PDF, Excel, XML, Image, and CSV. Some of the new reports include: Shipped Not Billed Report, Sales Open Order, PO Open Orders, Product Lookup by Vendor, Product Lookup by Customer, Sales Commissions Report, Inventory Report, Cost/Sell Report, Company List Report and the Inventory Count Sheets Report. There will also be the option to use the CC or BCC function with the email schedugling.
The small blue question mark icon allows you to view the specification documentation for the report. Learn how to install and configure SQL Reporting Services.
Timestamp by Timezone - Users Across the Country will Now Have their Actual Time Logged on Tickets Instead of their Server Time.
The timestamp that appears in the top yellow status bar on Service Tickets and Activities will now contain the actual time of the member logged in, not the time associated with their server. For example, a Partner working in California may have a server that resides in Maryland. In previous versions of ConnectWise, the timestamp would only reflect the time of the server setup on the My Company screen, or the Maryland time. In ConnectWise v2010 Phase 2, you can go in and associate a time zone based on the individual in the Members setup screen. Additionally, Workflow Rules will now be determined based on the location set on the workflow. This location field maps from the My Company > Structure tab in order to associate different time zones based on the location. When a location isn't selected, the workflow rule will default based on the main My Company setup screen found under the Miscellaneous Setp Options section.
New! Two Factor Login Authentication
For Partners requiring extra security, you can now utilize a two factor login authenticatioin with our AuthAnvil Integration. This is a soft token system that operates through your phone, PDA or a device provided by AuthAnvil. The security is the highest quality available, because it works on a series of continuously regenerating passwords that you will never need to keep track of. Visit www.scorpionsoft.com to learn more.
Combining the Invoice Wizard and Agreement Invoicing Screen into One Easy to Access Screen with Two Tabs
You will no longer see the Agreement Invoicing icon in Phase 2 v 2010 because Agreement Invoicing will now live behind the My Invoices screen as a tab. You can select which tab you would like to display in the forefront by going to the Member Maintenance screen under the Preferences section and selecting your preferred tab.
More User Control Over Invoice Content
There is a new customizeable text field that dipslays on the top of the Invoices that will help you classify your invoices even further. You can also preview the invoice template just by clicking save and selecting the preview option. In addition to these features, you can also add text to appear at the bottom of the invoice through the Body tab. This will automatically default to read "Make Checks Payable to." Also, in the Bililing Setup table, you are now able to select a default template based on the invocie type.
Optimized My Invoices Screen
Our SQl Query is now more powerful and delivers faster results on your My Invoices screen.
Save Invoices as .pdf When Closed to Prevent Invoice Reprinting and Agreement Balance Disparities
Behind the scenes, when you close your invoices a .pdf file is created to prevent disparities between the balances of reopened invoices. If you reopen the invoice, the .pdf is deleted in the database and a new .pdf is created.
Enhanced Search Results on Your Service Boards
Our SQL Query has become more powerful, resulting in faster loading screens for all of your Service Boards. Incrementally save time and money as a result of this enhancement.
Increased Knowledge Base Article Size
The Knowledge Base articles you create in the setup tables are now unlimited in size. Store as much data as you need to keep your resources informed and consistent.
Display All Open and Closed Resources on the Service Tab of the Company Screen
On the Service tab of the Company screen you will now be able to view all reources on both open and closed tickets. In previous versions, once the ticket was closed the resources were immediately removed. Now, you can use the multi-line screen under the Company tab to view all resources.
Indication in Drop-Down for Agreements with Configurations
If your Agreement covers Configurations, you will now be able to tell in the drop down by list by the asterik * displayed before the title. These will also be the first Agreements to appear in the drop-down. This feature works whether you're selecting the Agreement from the Service Ticket, or if you're creating the Service ticket from the Configuration.
One Click and You're Able to Track Your Packages From the Shipper's Website
For Parnters with the Purchasing add-on, you will now be able to drill down into the tracking number to be link directly to the shipper's websiteto track your packages. You're now only one click away from having total accountability for all of your shipments. For this feature to work properly, just make sure you insert the shipper's url address as well as your tracking number. Make this a best practice to have total product manageability.
Product Setup Screen Now Incluces Audit Trail Tab For Inventory Class Products
Gain more control over your inventory by accessing the new Audit Trail tab on the Product setup screen. You'll have a full access to your inventory records, so you'll never be left guessing about your inventory again.
ConnectWise Now Directly Integrates with Great Plains as well as Additional Packages for the Distribution Module
Great Plains now has Direct Export capability with ConnectWise. Similar to the QuickBooks integration, Great Plains will now integrate seamlessly with ConnectWise. If you are currently using the Great Plains Integrator, you now have the choice to either continue using the Integrator or move to the Direct Export. To use Direct Export, you must thave the Econnect functionlity from the Great Plains API. The results of this integration will be more automation, and less time spent ensuring the books are correct and didn't get lost in the translation between applications.
New Options for Re-opening Closed Tickets
For partners with the email connector add-on, you will now see additional options on the Service Board setup table to allow email connector to reopen closed tickets. You can re-open assigned resources, create a new ticket when the sender's Company doesn't match the Company listed on the originating ticket. You can also choose how many days you want to allow the option to reopen closed tickets. When the tickets have surpassed that alloted time, a new ticket will be created.