Petersen47Petersen

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ConnectWise Field Nation makes it simple to manage online freelance work & find freelance jobs online with your freelance project management platform. So, for example, when you are using an area in ConnectWise to accumulate the contact's assistant's name, you can insert that ConnectWise field directly into print layout so that when the quote is printed, the assistant's name might be printed on the quote, though not saved when using the quote. The identical concept applies even if the opportunity is generated using regular ConnectWise instead of Mobile. Quickly open lead / contact names and account information directly in Connectwise by clicking connections within the pop up. This consists of making extensive using workflows, reports, in addition to other functionalities presented by ConnectWise. The entire ConnectWise Integration has been re-written from the ground up to obtain many new public APIs will come in 2011.2. In consequence, the mixing is overall more efficiently and now almost completely uses their public APIs. You'll need to fill the settings and connect with your ConnectWise install with a ConnectWise Integrator Login. The QuoteWerks tax rate lookup service compliments the tax rate information retrieved out of your CRM/PSA application like ConnectWise by verifying that the tax rate information in your CRM/PSA is updated and in addition allows you to discover the tax rate break downs. The password does not have to be the same password that you simply use in your ConnectWise account. However, it must play nice with connectwise or we'll obtain to log our progress twice (one in Connectwise and once in Jira). Integration:

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