ConnectWise Tips & Tricks You Probably Didn't Know! | Quick PSA Navigation Hacks

Описание: Welcome back! This week, we're taking a break from procurement and billing to explore some lesser-known but powerful tips in ConnectWise PSA (formerly Manage). Learn how to:

✅ Instantly edit fields with dog-eared corners
✅ Quickly update opportunity close dates
✅ Navigate records with clickable, underlined text
✅ Use breadcrumb navigation like a pro
✅ Open hyperlinks and map locations directly from service tickets—even on mobile!
✅ Discover how even grayed-out invoices retain interactive elements

If you've ever felt lost in ConnectWise or are looking to speed up your daily workflows, these tips are game-changers. Don’t forget to share your own tips in the comments!

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