Please note:
Currently only available for ConnectWise customers
Available for all BeeCastle customers (including ProfitTrack only)
How to Setup BeeCastle in ConnectWise for Menu > Sales
How to Setup BeeCastle in ConnectWise for Today Page
How to Setup BeeCastle in ConnectWise for Menu > Sales
Steps 1 & 2
Within ConnectWise navigate to System -> Setup Tables.
Step 3
In "Table" type in "Custom Menu Entry" and click "Enter."
Step 4
Click on the search results of "Custom Menu Entry."
Step 5
Click on the "+" to create a new Menu item.
Step 6
Enter in the details for the BeeCastle menu item.
Step 7
Select "Include All" to make sure that it appears for all users
Step 8
Finished! This is what it will look like...
How to Setup BeeCastle in ConnectWise for Today Page
Step 1
Follow the steps 1-3 from above and at step 3, type in "Manage Hosted API Setup."
Step 2
In the "Manage Hosted API Setup" screen, click on the "+" (similar to step 4 above).
Step 3
Enter the following details.
Step 4
Finished! This is what it will look like...
