D2. Setup > Portal Configuration > Enable/Disable Features

D2. Setup > Portal Configuration > Enable/Disable Features

Learn how to enable or disable secondary features of the portal

  1. Navigate through Setup > Portal > Configuration > Enable/Disable Features:

These ancillary features include:

  • The ability to view open and closed tickets.
  • The ability to launch a new ticket.
  • The ability to see open quotes in ConnectWise.
    • It doesn’t show the line items, but a rolled up, total summary.
  • The Project List: showing an open project and status.
  • Information regarding when current agreements were started and what the billing cycle is.
  • How much block time they have, and a listing of where the time has gone to date.
  • Sending a monthly summary statement to your clients. This email contains open invoices, and shows past due invoices in red.
    • Click here to learn more!