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5 min read

4 Reasons You Need to Upgrade from a ConnectWise Client Portal

By DeskDirector Marketing on May 25, 2021 11:54:00 PM

ConnectWise, the leading professional services automation (PSA) software in the MSP market, is a crucial component of many IT businesses, but its client portal capabilities are limited. Pairing ConnectWise, or any other PSA, with a versatile, easy-to-use client portal tool will help you get the most out of the software and deliver better service to your clients. 

Topics: integrations ConnectWise Connectwise integration AutoTask Client Portal
1 min read

New feature: Filter specific companies in the Admin Console

By Catalina Ramirez on Jun 19, 2018 3:26:25 PM

One of the most requested features and significant pieces of feedback we have received from our clients is "The list of companies shows all the companies in my ConnectWise/Autotask, is there a way to filter them to the relevant ones?"

Topics: Technical New Features General Features ConnectWise admin console AutoTask