Lee Dubber
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Activity overview
Latest activity by Lee Dubber-
Lee Dubber created an article,
External References
Customer External Accounting Reference and Site External Reference can now be managed from within Connectwise. Customer External Accounting Reference:Site External Reference:We expect this could be...
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Lee Dubber created an article,
Release Notes v2026-03
Datagate Services Team | April, 2026Release Notes is our update that highlights recent product improvements we’ve made so you can easily stay up to date on what’s new.If you have any questions, don...
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Lee Dubber created an article,
Applying Credits to future invoices
Coming soon
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Lee Dubber created an article,
Export and/or import Customers and Sites via CSV
Coming soon...
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Lee Dubber created an article,
Release Notes v2026-02
Datagate Services Team | Feb, 2026Release Notes is our update that highlights recent product improvements we’ve made so you can easily stay up to date on what’s new.If you have any questions, don’t...
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Lee Dubber created an article,
Release Notes v2025-09
Datagate Services Team | Nov, 2025Release Notes is our update that highlights recent product improvements we’ve made so you can easily stay up to date on what’s new.If you have any questions, don’t...
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Lee Dubber created an article,
How to configure and use Custom Fields
Custom fields are data items that are relevant to your Datagate system. You may want to store some extra information in Datagate, and retrieve it on the screen or display on an invoice.How to confi...
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Lee Dubber created an article,
Release Notes v2025-07 and v2025-08
Datagate Services Team | Oct, 2025Release Notes is our update that highlights recent product improvements we’ve made so you can easily stay up to date on what’s new.🎉 In this release, we'd like to ...
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Lee Dubber created an article,
How to specify permission for the ConnectWise API user
Create a new Security RoleIn ConnectWise Manage navigate to, System/Security RolesAdd a new Security Role. I called mine “Datagate API User.”Edit the Security Modules for this role. Note the Securi...
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Lee Dubber created an article,
How to specify Minimum Invoice Charges
SummaryYou can now specify that all or some Customers have a minimum charge on their invoice. Taxes and Surcharges are added after the Minimum has been applied.Prerequisites Please create a new Pro...