Articles

Omit Companies from Edit Page by Type and Status

Having a large number of companies imported into CWKanban and listed in the board edit page can...

Sync Tickets by ConnectWise Board

In order to get the latest data from ConnectWise, Kanban performs regular ticket syncs. In some...

Tickets and Opportunities Don't Appear as Expected

You may find that a card you expect to see in a certain column is missing. There can be a few...

Trouble Syncing with ConnectWise

CW Kanban fetches lots of data from ConnectWise Manage, but sometimes things don't work as...

Opportunity Stages and Statuses

If you are setting up a ConnectWise sales board, but don't see any stages available to map to...