Managed services providers will notice an improved customer portal as well as a new email connector feature.
Business management solution developer ConnectWise has upgraded its software to include an improved customer portal and at-a-glance SLA status for service boards as well as improved options for invoicing and reporting.
According to company CEO Arnie Bellini, ConnectWise 2011.3 has “evolved toward greater emphasis on managed services, increased flexibility in meeting customer needs, and easier collaboration between team members as well as with IT and management.
New features of ConnectWise 2011.3 include:
- Customer Portal — The ConnectWise Customer Portal boasts a new user interface and improved functionality. Service companies with multiple business locations can now brand the portal by location. Customers can subscribe to provider’s marketing groups, pay invoices online, and more.
- Email Connector — This new feature maintains a continuous connection to enable faster posting of tickets from emails.
- Expanded Visibility in SLAs — A new column on the Service Board shows the time left to meet an SLA. ConnectWise has added a decimal place to the age display on the Service Board to provide extra detail.
- Time & Ticketing — Service Codes can now be used on time and ticket entries to speed technician updates and ensure professional notations.
- Invoicing & Sales Order Enhancements — ConnectWise now imports paid amounts and date paid data from QuickBooks to ConnectWise. Paid invoices will now show a “Paid” stamp when printed.
- Report Exports — The latest version of ConnectWise enables the running and formatting of reports in Excel, PDF, XML, or CSV file formats for email.
