Managing multiple clients and companies can sometimes get messy, especially if you’re using a system like ConnectWise PSA. Thankfully, ConnectWise PSA has a feature that helps keep things simple: the company search alias. If you’ve ever struggled to find a client or company in your database, this feature will be your new best friend. In this blog post, we’ll walk you through what the ConnectWise PSA company search alias is, why it’s useful, and how you can use it to streamline your workflow. Let’s dive in!
What Is a ConnectWise PSA Company Search Alias?
The company search alias is like a shortcut or nickname for a company in your ConnectWise PSA database. Instead of typing out the full company name every time you need to search for it, you can use an alias that’s easier or faster to type. This can be particularly helpful if a company has a long or complicated name, or if there’s a common abbreviation you prefer to use.
Think of it as a contact name you might save in your phone. Instead of “Jonathan Smith – Accountant,” you might just save them as “Jon.” The same idea applies here. This makes managing and searching for companies quicker and more efficient.
Why You Should Use the Company Search Alias Feature
Using the company search alias in ConnectWise PSA can save you time and reduce errors. Here are some key benefits:
- Faster Searches: No need to type out long company names. Just enter the alias, and ConnectWise will pull up the company for you.
- Avoid Typos: If a company’s name has tricky spelling, using an alias can reduce the chances of making mistakes during a search.
- Consistency Across Teams: If your team agrees on standard aliases, everyone can use the same terms when searching for clients. This makes it easier for new team members to get up to speed.
- Customized Searches: You can use common nicknames or abbreviations that everyone in your team knows, making it easier to remember and find the right company.
How to Set Up a Company Search Alias in ConnectWise PSA
Setting up a company search alias in ConnectWise PSA is a straightforward process. Here’s a step-by-step guide:
- Open the Company Record: Start by going to the company record you want to create an alias for.
- Navigate to the Alias Field: Within the company record, there will be an option to add or edit the company search alias. This is usually located under the general information tab.
- Create the Alias: Enter the alias you want to assign to the company. Make it something short and easy to remember, like an abbreviation or nickname.
- Save the Changes: After entering the alias, make sure to save your changes.
- Test the Alias: Now, head over to the search bar in ConnectWise PSA and try searching for the company using the alias you created. It should pull up the company instantly!
Best Practices for Using the Company Search Alias
When using the company search alias feature in ConnectWise PSA, keeping things organized and clear is key. Here are some tips to get the most out of this feature:
- Use Common Abbreviations: Stick to aliases that are easy to remember and well-known within your organization. For example, use “ABC” instead of “ABC Incorporated.”
- Stay Consistent: If you’re managing a large team, establish a clear naming convention for aliases so that everyone uses the same terms. This will avoid confusion and ensure everyone can find the companies quickly.
- Keep It Simple: Don’t overcomplicate your aliases. The idea is to make things easier, so use short, straightforward terms.
- Update Regularly: As companies change or merge, make sure to update their aliases. This keeps your database accurate and easy to navigate.
Common Mistakes to Avoid
While the company search alias feature is straightforward, there are a few mistakes you should avoid:
- Overcomplicating Aliases: Don’t use aliases that are just as long or confusing as the original company names. Keep them short and simple.
- Not Communicating Across Teams: If you’re working in a team, make sure everyone knows the aliases being used. This way, nobody gets confused or creates conflicting aliases.
- Forgetting to Update: Companies evolve, and so should their aliases. Keep them current to avoid unnecessary confusion in the future.
Conclusion
The ConnectWise PSA company search alias is a small feature that can make a big difference in your day-to-day operations. It speeds up searches, minimizes errors, and helps teams stay on the same page. By following the simple steps and best practices we’ve outlined, you can take full advantage of this feature and make your workday a little smoother. With less time spent searching for company names, you can focus on what really matters: delivering great service to your clients.
FAQs
1. Can I create multiple aliases for the same company?
Yes, ConnectWise PSA allows you to create more than one alias for a company, which can be helpful if a company is known by several different names or abbreviations.
2. Do aliases work across all modules in ConnectWise PSA?
Yes, once a company alias is set up, it can be used in all relevant search fields across ConnectWise PSA.
3. Is there a character limit for company search aliases?
Yes, there may be a character limit, but it varies based on your ConnectWise PSA version. Keeping aliases short is always a good practice.
4. Can I remove or change a company alias?
Absolutely! You can go back into the company record at any time to edit or delete the alias.
5. How do I know which aliases have been used?
In the company record, you’ll be able to see the current aliases. It’s always a good idea to review these periodically to make sure they are up to date and useful.
