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GC ConnectWise FastActivities for Windows

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Editors’ Review

Download.com staff
This tool offers a swift method to add sales activities to ConnectWise directly from your system tray. It streamlines data entry with a simple, intuitive interface for quick submission.
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GC ConnectWise FastActivities 0/1

  • Pros

    • Quickly add sales activities to ConnectWise.
    • System tray icon for immediate access.
    • Simple form for essential activity details.
    • Sync companies for updated lists.
    • Supports Ctrl+S shortcut for submission.

  • Cons

    • Requires specific API role for credentials.
    • Initial setup for service URL, username, password, database needed.
Icon of program: GC ConnectWise FastActivi…

GC ConnectWise FastActivities for Windows

Download now

Used GC ConnectWise FastActivities for Windows?

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Full Specifications

GENERAL
Release
Latest update
Version
1.0
OPERATING SYSTEMS
Platform
Windows
Operating System
  • Windows Vista
  • Windows XP
  • Windows 7
  • Windows 10
Additional Requirements
.NET Framework 2.0
POPULARITY
Total Downloads
168
Downloads Last Week
8
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Last Updated

Developer’s Description

By Genesis Circle
Add a sales activity to ConnectWise.
GC Connectwise FastActivities is a very useful tool to add a sales activity to ConnectWise. The application sits in the system tray of your system. One click and it opens. Here you enter the subject, select company, select date, select your team member to whom you want to assign it, add notes and click on Submit. That is it. It adds a sales activity to ConnectWise. Imagine your office receptionist taking customer calls. They can use this application to quickly add an activity to the appropriate queue. How The Application Works: After installing "GC Connectwise FastActivities", you will notice a new system tray icon "Add activity to Connect Wise". Clicking this system tray icon will show the form to create an activity. Enter Subject, select company, select the team member you want to assign it to, Notes and click Submit or press "Ctrl+S" to create the activity.Right clicking system tray icon will show a menu with the following items. 1. Settings 2. Sync Companies 3. Exit The Settings menu item is where you save the settings, like Service URL, User Name, Password and Database. The username and password you add here needs to have the API role enabled for Companies and Activities API. The member ID needs to match with what you have setup in ConnectWise. This is a one-time setup. You will not find yourself coming to this screen often. The user can use Sync Companies to download the latest list of companies that are in the ConnectWise database.
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