WebJan 9, 2024 · The ConnectWise Manage Company and Contact Import Template enables you to import companies and contacts from an Excel spreadsheet (.xls .xlsx) or a comma-delimited file (.csv). You can also create activities, add contacts to a group, and assign a track for the contacts you import. WebApr 22, 2024 · Customer Service Feedback For MSPs Business Management Packages Optimize your business operations through curated packages designed to streamline, standardize, and automate your business processes. All Business Management solutions >> Integrated Expert Services

Customer Portal – Admin Security Changes ConnectWise Manage

WebFeb 10, 2024 · The new Customer portal had LESS features than before, but it did look a little prettier. It also required logging into a seemingly 3rd party portal to configure it. Great. One more ConnectWise login. I informed all my … WebApr 15, 2024 · Welcome to the ConnectWise status page. Issues impacting our products and services are reported and tracked on this site. Monitor this page if you are … images of spring meadows with flowers

CW Manage Customer Portal : r/ConnectWise - reddit

WebIs there a way to give a contact access to view all tickets for their company, regardless of the main contact specified on the service ticket? Yes! If you're using the Legacy portal, it's under their contact. At the bottom of the contact screen in "Contact Details" you can click the option for "set portal options" and change their role. We've ... WebDec 6, 2024 · December 6, 2024. ConnectWise released a new customer service portal a while back which was a great improvement from the legacy version. We published a blog … WebJan 24, 2024 · To create a new Customer Portal: Navigate to System > Setup Tables > Portal Configuration setup table. Click New Item . Enter a Portal Name. Determine who … images of spring flowers in garden