Jeff Farris

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Activity overview

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

    CloudRadial Update 13-Jan-2020

    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,

    Changing PSAs

    If you are switching between Autotask and ConnectWise, there are some things to be aware of with the transition. Plus, you will need to submit a support ticket to request that we reset your cached ...

  • Jeff Farris created an article,

    Integrating ConnectWise Chat Assist

    You can integrate ConnectWise Chat Assist and other chat agents that rely on a web page with CloudRadial. When integrated, a chat icon appears at the top of the CloudRadial user page as follows: T...

  • Jeff Farris created an article,

    Using the Desktop Tray Application

    This feature is in beta and must be enabled for your tenant. If you would like to participate in the beta program, please send an email to support@cloudradial.com. Also use this email to report any...

  • Jeff Farris created an article,

    Reporting MFA Information

    In order to obtain MFA status information from Microsoft, a client tenant requires an Azure Active Directory P1 license or similar in the client's tenant. It appears that MFA information is availab...

  • Jeff Farris created an article,

    Becoming a Microsoft CSP

    You don't have to buy Office 365 direct from Microsoft to enroll in Microsoft's free CSP program. In fact, the majority of Microsoft CSPs buy from one of Microsoft's distributors such as Sherweb, P...

  • Jeff Farris created an article,

    Handling Autotask Child Companies

    Autotask lets you create multiple companies that can belong to a single parent company. These companies often share a single Microsoft 365 tenant but have different geographic locations. All CloudR...

  • Jeff Farris created an article,

    Deploying the Desktop Tray Application

    You can download the current version from this link https://radials.io/desktop-download For more information on the desktop application, see this article. Deploying the Desktop Application You can ...

  • Jeff Farris created an article,

    Adding Feedback Survey to Autotask

    CloudRadial provides a pre-defined template you can add to outbound ticket emails from within Autotask. To add the template: Cloudradial Go to Partner Feedback and click the Settings button. Copy ...

  • Jeff Farris created an article,

    Adding Feedback Survey to ConnectWise

    CloudRadial provides a pre-defined template you can add to outbound ticket emails from within Connectwise. To add the template: Cloudradial Go to Partner Feedback and click the Settings button. Co...