Oct 22nd ConnectWise Activities available in CW Kanban

It's finally here! You can now create Kanban boards that show ConnectWise Activities. Activities are used in ConnectWise for a couple of reasons: to track discrete steps in pursuing sales opportunities- such as meeting the client at their office, writing a proposal, or sending a follow-up email to track personal to-do ... Read More »

Aug 14th Time Entry Enhancements

In May we introduced the capability to enter time in CW Kanban– it was one of our top-requested features. We got lots of great feedback- many thumbs-ups and plenty of requests for enhancements. We wanted to let you know that these enhancements are available now. Here’s what we added: Enter note only- no time Set work role Set work ... Read More »