How do I add Departments to MSPCFO?

Where and how to populate the 'department field'

MSPCFO allows you to filter by department designation for your members. The department field is used in:  

Member/Billing by Period

MSPCFO - Member Billing by Period

Member/Billing by Month

MSPCFO - Member Billing by Month

Member/Profit and Loss by Period

MSPCFO - Member P&L by Period

In order to populate this field, you must add the departments to your PSA. 

For ConnectWise (CW) - There is no department field in the Member screen in CW. MSPCFO uses the Contact table  where there is a department designation. The program links the two tables by unique email address.  So for every member, find the corresponding contact and populate the department information in the Contact screen.

 

Make sure the email address for the member is the same in the Member table and in the Contact table in CW.