Connectwise
Connectwise opportunity ownership with Mindmatrix.
Mindmatrix allows a user to maintain ownership of an opportunity record when syncing between Mindmatrix and Connectwise. *User email addresses have to match in each system for ownership to work properly. *Only available for opportunity, contacts can ...
What minimum permissions are required to integrate Connectwise and Mindmatrix?
In Connectwise manage go to the system menu - security roles and give change the permission to ALL for the below items For the Company section as below: Company Maintenance, Company/Contact Group Maintenance, Contacts, CRM/Sales Activities, Team ...
How to activate Mindmatrix POD Integration with Connectwise?
1. Login to Connectwise as an administrator. 2. Visit System > Setup Tables > table column > search "manage" 3. Click add new item 4. Enter POD information: Enter Description as "AMP Feed" this will be the display name of the POD. Select Screen it ...
How to get started with CRM TODO / activity in Connectwise
Posted by The Team at Mindmatrix on 14 August 2018 04:34 PM Reference this article to get started with ToDo notifications from ...
CRM TODO / activity Connectwise
This article will covers how todo activities are generated for Connectwise. ToDo activities for Connectwise can be generated under Contacts or Opportunities. Posted by The Team at Mindmatrix on 14 August 2018 04:34 PM Within Mindmatrix contact todo ...
Create a ConnectWise API Member
Posted by The Team at Mindmatrix on 19 April 2018 01:31 PM Video Link Create a new ConnectWise API Member to authenticate with AMP. Creating a Member In your ConnectWise account, navigate to System > Members, then click the API Members tab. Click ...
What fields can be mapped from ConnectWise?
Posted by The Team at Mindmatrix on 03 June 2016 10:30 AM As you prepare for your CRM integration, you may be wondering which fields you can map from ConnectWise into Mindmatrix. Below is the complete list of ALL fields which can be synced between ...
How do I view an opportunity from Mindmatrix in ConnectWise?
Follow this article on how to push an opportunity from Mindmatrix to your CRM. How to view the pushed opportunities with contacts in ConnectWise: Step 1: You can view the contact name in ConnectWise. Step 2: You can view the pushed opportunities with ...
How to create custom menus in Connectwise CRM
Posted by The Team at Mindmatrix on 17 November 2015 09:05 AM Steps to create custom menus in Connectwise CRM: Step 1: From within the ConnectWise client navigate to System -> Setup Tables -> Search "Custom" and search. Step 2: Click on the table ...
How do I activate ConnectWise in Mindmatrix?
Posted by The Team at Mindmatrix on 13 November 2015 04:16 PM Now login to your AMP account & Go to> CRM > CRM. Click on the “Configure Button” icon in Mindmatrix. Enter your ConnectWise CRM integrator login credentials. NOTE: You can create only ...
How do I integrate Mindmatrix with Connectwise?
Posted by The Team at Mindmatrix on 07 March 2014 05:25 AM Create a Connectwise API Member Create a new ConnectWise API Member to authenticate with AMP. Creating a Member In your ConnectWise account, navigate to System > Members, then click ...
What fields can be mapped from ConnectWise?
Posted by The Team at Mindmatrix on 03 June 2016 10:30 AM As you prepare for your CRM integration, you may be wondering which fields you can map from ConnectWise into Mindmatrix. Below is the complete list of ALL fields which can be synced between ...