Members-Only “Community Conference Call”

Members-Only “Community Conference Call”

Our MEMBERS-ONLY webinar is coming up! On the second Tuesday of the month, our Community members and experts meet up online to share and exchange ideas. We call this monthly webinar the “Community Conference Call”.  We sit back, conversation style, and...

ITDUG 2019.06 – Client Onboarding Webinar

This webinar was given 6/26/19 for the FaceBook group IT Documentation Users Group (ITDUG). It is recorded live and slightly edited to remove some pauses in the action. Client Onboarding The sale has already been made, contracts signed, and too often the...

Business Data Backups are Like Car Keys

(This is a client facing document that you could use re-purpose for a blog post or educational document for prospects/clients)​ Your business depends on data to operate. Whether its important procedures, how much clients owe you, or what products you owe clients,...

Type, Subtype, & Item – 3

Part 3 – Culture of Process Type, Subtype, & Item (TSI) are powerful tools in ConnectWise Manage (CWM). When tickets are coded with these three items, three positive things become possible. In our first blog (read it here), we discussed how we can use it in...

Type, Subtype, & Item – 2

Part 2 – Technical SOPs Type, Subtype, & Item (TSI) are powerful tools in ConnectWise Manage. When tickets are coded with these three items, three positive things become possible. In our previous article, we discussed how we can use it in reporting. In this...