WebScore 8.9 out of 10. RFPIO, headquartered in Beaverton, offers their proposal management and automation software, featuring easy import and export, proposal knowledgebase and answer library, evaluation intake forms, and project management tools (e.g. Gantt chart) associated to proposal tracking. Higher Rated Features. WebStep 5 : Place order with distributor and decide if you are drop shipping at customer site or stocking at your site first. Update PO with order info. Step 6 : Receive PO items (either locally or remotely) and enter SN# as needed, mark items as “received on PO”. Items should be “picked” automatically.
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WebJul 24, 2024 · Workflow Rules enable you to automate actions within Manage based on the occurrence of a specific event. This will provide you with accountability, consistency, and efficiency in Manage. A few examples that can be used for business relationship management would be for agreements and configurations. WebDon’t use workflow. It can only run every 5 mins. 1 level 1 · 2 yr. ago Create a distribution group in Exchange (Gsuite/365/whatever email system you use) that includes the members you want to notify. Create a CW workflow to fire a notification to that DG when a ticket is in New. 1 More posts from the ConnectWise community 6 Posted by 6 days ago rob foy
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WebIt would be great if there was a log file or a table in the database that shows a history of workflow rules being applied, the results of tests, the actions performed, etc. We have a rule that tests for tickets in a specific status, and it performs 2 actions: create an activity and change the ticket's status. WebFeb 28, 2024 · Add the power of workflows to your ConnectWise Manage PSA. February 28, 2024. Imagine hiring an office staff member who never leaves the office, works 24 x 7 including holidays. The power of … WebSo the short answer is based on what you provided, I would say yes you can do it but depending on more of the details that may need to come about it might limit your options. But I would first look into Workflow Rules and Email Parsing or a combination of them. ConnectWiseDude • 4 yr. ago rob foxall smith