We're always working to improve and expand our features to better serve you. If you have an idea that could enhance your experience, we want to hear it. Your feedback helps shape what comes next.
Whitelabeling (Customer Manager-Only Feature) 🔒
Overview:
Whitelabeling allows MSPs using the Customer Manager add-on in BetterTracker to fully brand their client-facing portals and email communications. This helps create a seamless and professional experience for your customers while reinforcing your MSP's brand.
What You Can Customize:
- Logo: Upload your company logo to appear in your clients’ portal
- Favicon: Add a custom browser tab icon
- Colors: Set your brand’s primary and accent colors
- Client Emails: Customize subject lines and body content in emails your clients receive
- Portal Preview: See exactly what your customers will experience
How to Access:
- Go to Admin > Customer Manager
- Select Branding Settings
- Upload your logo and favicon
- Choose your brand colors
- Customize your email templates
- Use the preview feature to confirm updates
Requirements:
- Active Customer Manager subscription
ConnectWise & Autotask Field Mapping 🧩
Overview:
The Field Mapping feature allows MSPs to customize how contract and customer data from ConnectWise or Autotask maps into BetterTracker. While default mappings are provided, you can update fields to better match your internal systems.
How to Use:
- Navigate to Admin > Integrations
- Click Map Integration Fields
3. Select either Autotask or ConnectWise
5. Use dropdowns to change mappings
6. Click Save to apply your changes
7. Once your API is connected, data will sync using your updated mapping preferences
Why It Matters:
- Prevents mismatched or misaligned data
- Saves time on manual edits
- Keeps your contract data consistent and accurate
Multi-Currency Support 💱
Overview:
BetterTracker now supports multiple currencies to better serve MSPs with international clients and contracts. You can now change your default currency and assign specific currencies to individual contracts.
Supported Currencies:
- USD (default)
- AUD (Australian Dollar)
- EUR (Euro)
- GBP (Pound Sterling)
- NZD (New Zealand Dollar)
- CAD (Canadian Dollar)
How to Update Default Currency:
- Navigate to Admin > Manage Contracts
- Select your preferred currency from the dropdown
3. A popup will show any fixed-rate contracts that need manual updates
4. Confirm the change
5. Your dashboard KPIs and contract grid will now reflect the new currency
6. Editing or updating the product contract will provide a drawer with the option to update the default currency for that particular contract with the conversion rate
Per-Contract Currency Option:
- When editing or adding a contract, choose a different currency if needed.
- The system will display both the contract currency and the default currency on the contract grid.
Note: All currency changes require confirmation to avoid unintended changes to financial reporting.
Objectives & Benefits
- Primary Goal:
To provide our foreign clients, and clients with foreign business contracts to use their currency of choice - Key Benefits:
- Increase usage of Contract management features
- Provides MSPS with overseas business transactions the ability to more accurately reflect their contractual obligations
- Gives another layer of flexibility to the site