Category

Subcategory

Description

Required by Quoter

Activities

Activity Status-CRM

Example: Open, Closed

No

Activities

Activity Type

Example: Call, Appointment, Followup

No

Agreements

Agreement Type

Example: Block Time, Gold Support, Web Hosting

No

Agreements

Batch

This controls the parameters for the overnight job that generates allocations and billing records.

No

Company

Address Formats

Address Formats

No

Company

Company Status

Example: Active, Inactive

Yes

Company

Company Type

Example: Customer, Prospect, Vendor

Yes

Company

Configuration

Types of configurations

No

Company

Configuration Status

Defines valid statuses to be used on the configuration screen.

No

Company

Country

Valid countries for addresses.

No

Company

Currency

Available currencies for use with companies

Yes

Company

Managed Devices Integration

Setup integration for Managed Devices.

No

Company

Management

Defines default parameters to be used for configurations that are created from management interface.

No

Company

Management Backup

Set cross-reference Agreement Types with Products for use with Backup Stats configuration types

No

Company

Management IT

Setup integration with network management solutions.

No

Company

Management Network Security

Setup Network Security Integration

No

Company

Market Description

Example: Banking, Real Estate

No

Company

Note Type

Example: Comment, Technical, Account

No

Company

Ownership Type

Example: Subsidiary, Partnership, Corporation, etc.

No

Company

State

Valid states for addresses

Yes

Company

Team Role

Defines Company Team roles

No

Company

Time Zone

Example: Eastern, Central

No

Company

Word Templates

Templates for Word Interface, used on company and contact screen

No

Contacts

Communication Type

Example: Home phone, Office email

No

Contacts

Contact Relationship

Example: LAN Admin, AP Contact

No

Contacts

Contact Type

Example: Decision maker, Influencer

No

Contacts

Department

Example: Accounting, Sales

No

CRM and Sales

Surveys - CRM

Create and edit surveys for companies and opportunities

No

CRM and Sales

Tracks

Defines tracks that can be attached to a contact or company

No

Expense

Expense Type

Example: Mileage, Hotel, Airline

No

Expense

Payment Type

Example: Company paid, Employee paid

No

General

AuthAnvil

Configure AuthAnvil authentication service

No

General

Auto Sync

Automatic Member Import Sync Times

No

General

Avalara Integration

Setup Avalara for tax integration

No

General

Business Report Cards

Create and edit Business Report Cards

No

General

Calendar

Define settings for custom office hours and holiday schedules

No

General

Calendar Sync

Define configuration for calendar appointments sync

No

General

Custom Fields

Create and edit custom fields.

No

General

Custom Menu Entry

Create custom menu items in Manage that link to web based applications.

No

General

Custom Reports

Setup Custom reports entries

No

General

Domains

Setup allowed domains for Manage instance.

No

General

Email Exclusions

Maintain exclusions for automatic outbound notifications.

No

General

File Upload

Manage the file type and size limits for uploaded files.

No

General

Google Email

Define Google OAuth2 configurations for Email Connector

No

General

Holiday

Define non-working day schedules for use with Calendars

No

General

In/Out Types

Create and edit In/Out types ("Gone To" field).

No

General

Integrator Login

Setup Integrator Access

No

General

LDAP Configuration

LDAP Configurations for use in authenticating members. Cloud partners are not able to use the LDAP integration.

No

General

Links

Define links to external websites and other sources using embedded fields.

No

General

Manage Hosted API

Configure Manage Hosted API content

No

General

Manage Labs

Define active Manage Labs features

No

General

Office 365 Email

Define Microsoft Office 365 configurations for Email Connector

No

General

OnPremise Search

Configure OnPremise Global Search

No

General

OS Grade Weights

Define grade weights for Operating Systems to appear in the Management Exec Summary Report

No

General

Portal Configuration

Customer portal configuration

No

General

Portal Security

Configure Customer Portal Security Levels

No

General

Search

Configure on premise search

No

General

SSO Configuration

Allows you to configure single sign on

No

General

STS Client

Define which STS Clients can be used to integrate with ConnectWise Manage

No

General

Today Page Categories

Setup categories for custom links on the Today page.

No

General

Today Page Links

Setup custom links on the Today page.

No

General

Two-way Ticket Sync

Configure two-way ticketing synchronization with ticketing vendors

No

General

Workflow Rules

Define workflow rules and events

No

General Ledger

Accounting Package

Configure accounting package

No

General Ledger

GL Accounts

Defines overrides for GL accounts

No

Invoicing

Billing

Default invoicing parameters

No

Invoicing

Billing Cycle

Example: Quarterly, Monthly

No

Invoicing

Billing Status

Example: New, Ready to Send, Sent, Closed

No

Invoicing

Billing Terms

Example: Net 10 days

No

Invoicing

Delivery Method

How invoices should be sent to customer

No

Invoicing

Email Formats - Invoicing

Invoice Email Template setup

No

Invoicing

Invoice Templates

Defines invoice report layout

No

Invoicing

Tax Code

Sales tax codes used in invoicing

Yes

Member

Certifications

Available certifications that can be tracked by member

No

Member

Member Templates

Configure Member Templates

No

Member

Member Type

Used on Member screen and in ADP interface

No

Member

Skills

Available skill that can be tracked by member

No

Member

Skills Categories

Available skill categories for use in grouping skills

No

Opportunities

Campaign Status

Campaign Status

No

Opportunities

Campaign Subtype

Campaign Subtype

No

Opportunities

Campaign Type

Campaign Type

No

Opportunities

Opportunity Rating

Example: Hot, Warm, Cold

No

Opportunities

Opportunity Status

Example: Open, Won, Lost, Declined

Yes

Opportunities

Opportunity Type

Example: Software Implementation, Network Installation

Yes

Opportunities

Quote Link

Used to configure links to external Quoting systems

Yes

Opportunities

Sales Commission

Setup Sales commission

No

Opportunities

Sales Order Status

Available sales order statuses for sales orders.

Yes

Opportunities

Sales Probability

Probability of closing deal (10%, 50%, 100%)

Yes

Opportunities

Sales Quotas

Setup quotas for members of your sales team.

No

Opportunities

Sales Roles

What is the role of this contact in regard to this opportunity?

No

Opportunities

Sales Stage

Pipeline stages (Qualification, Proposal)

Yes

Opportunities

Sales Teams

Ability to define members to a sales team

No

Procurement

Adjustment Type

Available adjustment types for inventory.

No

Procurement

Purchase Order Status

Available purchase order statuses for purchase orders.

No

Procurement

Warehouse

Major warehouse for product inventory

No

Procurement

Warehouse Bin

Warehouse bins for product inventory

No

Products

Category

Major category for grouping product

Yes

Products

Manufacturers

Maintain manufacturers for use on products.

Yes

Products

Pricing Schedules

Pricing Schedules allow you to set up bracketed, customized product pricing.

No

Products

Product Type

Example: Component, Assembly

Yes

Products

Shipment Methods

Create and edit Shipment Methods for invoicing.

No

Products

Subcategory

Minor or subcategory for grouping product

Yes

Products

UOM

Example: Each, Case, User

Yes

Project

Phase Status

Statuses for Phases. Example: Open, Closed

No

Project

Project Board

Project Board Setup

No

Project

Project Status

Example: Open, Closed

No

Project

Project Type

Categories for projects (Development, Installation)

No

Project

Role

Example: Project Manager, Team member (controls level of access)

No

RMA

RMA Action

Defines Vendor actions that can be used in RMA processing

No

RMA

RMA Disposition

Defines where RMA Product replacement is "going to"

No

RMA

RMA Status

Defines statuses to be used in RMA processing

No

Scheduling

Location

Example: In-house, On-site

No

Scheduling

Reminder Time

Set the default reminder time span.

No

Scheduling

Schedule Colors

Configure the colors for scheduling percentages on the Scheduling Portal

No

Scheduling

Schedule Status

Example: Tenative, Firm

No

Scheduling

Schedule Type

Misc scheduled items (Vacation, Holiday,Meeting)

No

Service

Email Connector

Folder setup for the Email Connector program

No

Service

Email Formats

Service Email Template setup

No

Service

IMAP

Define IMAP configurations for Email Connector

No

Service

Knowledge Base

Create categories, subcategories, and change settings

No

Service

Priority

Priority is associated with SLAs (previously captioned Urgency)

No

Service

Service Board

Service Board Setup

No

Service

Service Sign Off

Service Sign Off Setup

No

Service

Severity

Service Severity and Impact

No

Service

SLA

Service Level Agreement setup

No

Service

Source

Example: Email, Phone

No

Service

Standard Note

Standard Note Setup

No

Service

Surveys - Service

Create and edit automated surveys for service tickets

No

Service

Ticket Description Links

Define external clickable links in service ticket description fields.

No

Service

Ticket Templates

Defines ticket templates that can be applied to tickets directly, or used to generate service tickets on a recurring basis.

No

Time & Expense

Charge Code

Defines internal charge codes for time and expense entry ( Admin, Vacation)

No

Time & Expense

Time Accrual

Time Accrual

No

Time & Expense

Time Period

Defines periods for use in time sheets and expense reports (Weekly, Semi-monthly)

No

Time & Expense

Work Role

Defines roles that drive billing rates (Engineer, Project Manager)

No

Time & Expense

Work Type

Defines types that alter billing rates (After Hours, Travel)

No