How do I create a template in ConnectWise?
Service Ticket Templates – Improve Productivity
- Step 1: Create a System Master Ticket Template. Navigate to System > Setup Tables > Ticket Template List > Create a new Ticket Template.
- STEP 2: Create a Ticket Template for a Client. The easiest way to create Ticket Templates in Manage is via the Company Record.
What are configurations in ConnectWise?
Configuration types are used to map devices from Auvik to ConnectWise Manage when new devices are created. Configuration types can have questions associated with them that sync additional detail about the device such as description, firmware version, software version, and vendor name.
What server does ConnectWise Control use?
The Web Server service is implemented as an ASP.NET application. ConnectWise Control does not depend on Microsoft IIS, but can work on IPs/ports alongside IIS, as the same Windows subsystem is used — the HTTP.
How do you sync templates?
Sync new device templates. You can access the sync option by visiting Settings -> Configuration -> Device Templates -> Sync Templates. This will fetch and sync all new device templates from the shared repository of OpManager. You can also enable the auto sync option.
How do I import a template to a discord server?
After creating your Guilded server, head over to your Discord server to grab your server template, on Discord, go to Server Settings. Go to the Server Template section.
How do I merge tickets in ConnectWise?
To merge a ticket into another ticket, find the ticket on a board, click the ticket’s “…” menu, then click Merge Ticket. Enter the ticket ID of the ticket which will receive this ticket’s information and remain open, and select the closed status to which this ticket should be set. Then click Merge. That’s it!
How do I import contacts into ConnectWise?
Import Contacts
- Open the Management Console.
- In the Settings menu, select ConnectWise.
- Specify credentials for ConnectWise: member name, public and private keys, site, and Company ID.
- Once you are done, click Save or Check Permissions.
What port does ConnectWise use?
8041
TCP Ports 8040 and 8041 forwarded to the ConnectWise Control server (for alternate ports, refer to Control’s Changing Default Ports documentation. If using a ConnectWise Control Cloud server, port 443 is required.
How does ConnectWise Control work?
ConnectWise Control is a fully functional remote support solution. Remotely view and control devices from anywhere there is an Internet connection. ConnectWise Control allows control and access of an unattended computer or server.
How does ConnectWise work?
ConnectWise Control is cloud-based operations management solution that allows technicians to perform remote support, gain remote access and run remote meetings. It acts as a meeting point for technicians and customers, enabling them to receive solutions without phone or chat sessions.
How do I transfer a Word template to another computer?
In each computer, you can open Word/PowerPoint/Excel, go to File > Options > Save to change the “Default personal templates location path” to somewhere of your choosing. Then you can click File > New > Personal > select a personal template to create a new document.
How do I create a server template?
Creating a Server Template After you fill out the template title and description, press Generate Template to create a template link. 6. Once you generated a link, simply click Copy and you are ready to share your Server Template!
Can you use a server template on an existing server?
Importing your Discord server template to Guilded is quick and easy. You can use existing templates from Discord servers to save time setting up your new Guilded server.
How do you bundle tickets in Connectwise manage?
How do I merge tickets in Manage?
Click on the Request tab in the header pane to open the request list view page. Click the Subject of the request to be merged. This request is the parent request. From the request details page, click the More Actions drop down menu -> select Merge option.
How do I import tickets into Connectwise manage?
So, if you want Connectwise to merge tickets properly, you must head over to the migration page. Once there, select from what platform you are moving and then pick Connectwise Manage itself. After that, you hit on next and you’ll be greeted to the credentials page.
How do I add a business to Connectwise?
Configuring a Managed ID for Companies in ConnectWise
- Click Contacts > Company.
- Click Search.
- Select the appropriate Company Name.
- In the lower-half of the screen, click the icon to navigate to the Management tab.
- Click the Save icon.
- Click the New icon to create a new management solution.
What ports are needed for ConnectWise automate?
Introduction. By default, ConnectWise Control® operates externally on ports 8040 and 8041 to avoid conflicts with other programs running on the same machine. For testing purposes, the default ports of 8040 and 8041 are sufficient.
What is the advanced configuration editor for ConnectWise?
The Advanced Configuration Editor adds a simplified way of editing advanced settings for ConnectWise Control®. The extension adds a new Advanced tab to the Administration page .
What can I do with ConnectWise command?
Integrate, customize, and expand your Control instance! Collaborate with an on-site technician using ConnectWise View. Learn more about the exciting integration with ConnectWise Command! Create your own extensions and integrations.
Is ConnectWise Control a full-server installation?
The releases below are full-server installations of ConnectWise Control, which include client components. Mobile clients can be downloaded from the appropriate app store. Our Output Stream details change between releases.
Does ConnectWise support Linux host servers?
*While support for the Linux Host Servers will be deprecated, please be aware there will be no change in supportability for Linux Host and Guest clients; the ConnectWise teams will continue to support them moving forward. If you are using Linux to connect to machines or connecting to Linux machines, these will still be supported.