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Conversely unchecking the checkbox in the Include column will cause the transaction to NOT be included in the batch. 4 ConnectWise Manage Configuration. 4 Configuration of Manage Login. 4 Dynamics SL Configuration. 7 ODBC Data Source. Click to open Data Sources ODBC. Dynamics SL should have already created an ODBC data source for any System and Application databases in use on your system. The integration will automatically try to use the ODBC data source created for whichever System database...
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Open ConnectWise Manage configuration.
02
Navigate to the 'Settings' section.
03
Click on 'System' and then 'Configuration'.
04
Select the module or area you want to configure.
05
Fill out the required fields or make the desired changes.
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Save the configuration settings.
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Repeat the process for other modules or areas if needed.

Who needs connectwise manage configuration?

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IT companies and managed service providers use ConnectWise Manage configuration to streamline their internal processes.
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Organizations that want to effectively track and manage their customer data, service tickets, and projects benefit from ConnectWise Manage configuration.
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Businesses that provide IT support or offer various professional services can utilize ConnectWise Manage configuration to enhance their operational efficiency.
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ConnectWise Manage configuration is helpful for teams that require a central hub to manage and organize their tasks, resources, and customer interactions.
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ConnectWise Manage configuration is a set of settings and preferences that can be customized to fit the specific needs of a business using the ConnectWise Manage platform.
All users of the ConnectWise Manage platform are required to configure their settings and preferences in order to effectively use the system.
ConnectWise Manage configuration can be filled out by accessing the settings menu within the platform and making the necessary adjustments to meet the needs of the user or business.
The purpose of ConnectWise Manage configuration is to customize the platform to meet the specific needs and preferences of the user or business, improving efficiency and productivity.
Information such as user preferences, workflow settings, automation rules, and integration options must be reported on the ConnectWise Manage configuration.
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