An update to the Audit Questionnaires has been released to allow reusing the same question in multiple questionnaires. Watch the video to learn more. It is now possible to reuse audit questions and audit sections in multiple questionnaires. This ...
The asset categories control how the budget is constructed from the assets imported from the PSA. Types of Asset Categories Two levels of asset categories exist: Master Account Templates: they serve as the default versions applied on a company when ...
To facilitate keeping track of client meetings, you can push a vCIO Process Meeting straight to your Outlook 365 Calendar and invite attendees exactly as if you had created the meeting invitation directly from Outlook. Watch the following video for a ...
Setting up a vCIO Process can be a bit tricky, we know. This guide will help understand how to set it up the way you want. Steps The very first thing you need to do is define (with a pen and paper) what you want to have as a process, so: 1) Define ...
Often, your RMM does not distinguish between physical servers and virtual servers or from regular laptops and power laptops, etc.. When that happens, your PSA asset types do not identify all the nuances necessary to create a precise budget. In that ...