ConnectWise Manage Outlook Add-in 20.4

The ConnectWise Manage Outlook Add-in, developed by ConnectWise, brings your PSA workflows directly into Microsoft Outlook so you can act on customer emails without switching apps. Turn messages into documented work, keep communication tied to the right records, and maintain clean data in ConnectWise Manage—all from your inbox.

Key capabilities:

• Create new service tickets from emails with subject and body details automatically carried over.
• Link messages and threads to existing tickets to centralize conversation history.
• Associate emails with the correct Company and Contact, with quick lookup and matching.
• Add notes and activities from Outlook to keep progress and follow-ups visible in Manage.
• Include email attachments when creating or updating tickets to preserve context.
• View essential ticket details and status at a glance to guide next steps.
• Reduce manual entry and context switching to speed response times and improve accuracy.

Requirements and deployment details (such as supported Outlook versions and permissions) may vary by environment. An active ConnectWise Manage account and appropriate security roles are typically needed. For the latest compatibility and installation guidance, consult ConnectWise documentation or your administrator.

ConnectWise Manage Outlook Add-in is developed by ConnectWise. The most popular versions of this product among our users are: 17.1, 19.2, 19.4, 19.5 and 20.4.