Jeff Farris

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Activity overview

Latest activity by Jeff Farris
  • Jeff Farris created an article,

    CloudRadial Update 14-Nov-2019

    CloudRadial continues to innovate as the leading (and only) Account Management Automation Platform. It delivers the ultimate client portal for engaging and managing MSP and CSP clients. This update...

  • Jeff Farris created an article,

    Getting the Error Message "Not Setup as Microsoft Partner"

    If you receive the script error "This account is not setup as a Microsoft Partner" when running the CloudRadial Partner Setup Application PowerShell script for delegated access, the problem is poss...

  • Jeff Farris created an article,

    Syncing on User Principal Name

    In Office 365 Active Directory, the User Principal Name (UPN) is the main ID for the user and doesn't need to match their email address though it typically is their email address. Active Directory ...

  • Jeff Farris created an article,

    CloudRadial Update 24-Oct-2019

    First, a Special Thanks to our Partners CloudRadial's first year has been an amazing experience for us and the product has evolved a lot over that time thanks to your suggestions and often patience...

  • Jeff Farris created an article,

    Setting Form Multi-Select Defaults

    In multi-select questions on problem reports or service requests, you can set individual options to default to checked by ending the choice labels with and exclamation mark. For example, given the ...

  • Jeff Farris created an article,

    Integrating Chat

    In addition to Zendesk Chat, CloudRadial supports any chat software that provides a script file for website use. Examples include: Smallchat Zoho Chat Liveperson If you would like your chat softw...

  • Jeff Farris created an article,

    Updated Instance Domain URLs

    As we've added new hosting locations in Australia, Canada and Europe, we've relied on Azure's Traffic Manager to route users to the right hosting location. What we are finding is that this process ...

  • Jeff Farris created an article,

    CloudRadial Update 29-Aug-2019

    CloudRadial continues to innovate as the leading (and only) Account Management Automation Platform. It delivers the ultimate client portal for engaging and managing MSP and CSP clients. This update...

  • Jeff Farris created an article,

    Working with Ad Blockers

    Many of the reports and windows inside of CloudRadial use popups to display the content. Certain ad blockers such as AdBlock Plus can interfere with these pop-ups. If report windows don't open or y...

  • Jeff Farris created an article,

    CloudRadial Update 01-Aug-2019

    Microsoft Partner Setup It hasn't been long since our last update, but we've completely revamped our data collection from Office 365 to be in line with Microsoft's new Partner security requirements...