Jeff Farris

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Activity overview

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

    Clearing the Autotask Settings Cache

    To improve performance, CloudRadial caches Autotask settings for queues, status, issues, sub-issues, resources and other configuration items. The cache is refreshed every 24 hours, but if you add n...

  • Jeff Farris created an article,

    Setting the Client Portal Favicons

    You can set the icons for the web application and the desktop application to match your own logo. Multiple images will be required to complete the customization. Design Considerations All images mu...

  • Jeff Farris created an article,

    Logging into the Desktop Application with Local Active Directory

    This feature is currently in development for the next version of the desktop application.   To find the domain SID of a local active directory account, run this command from the command prompt: C:\...

  • Jeff Farris created an article,

    CloudRadial Update 30-Jun-2020

    This month we are rolling out much improved training, broadcasts, warranty info and more. CloudRadial Academy CloudRadial is both a tool and a strategy for managing clients. Getting everyone in you...

  • Jeff Farris created an article,

    Configuring Ticket Update Broadcasts for Autotask

    Ticket updates send a broadcast message (viewable in the CloudRadial web app or desktop app) to the user whose ticket was just updated with a new or updated ticket note. Ticket updates require Zapi...

  • Jeff Farris created an article,

    Integrating with ConnectWise

    To setup CloudRadial for use with ConnectWise, you will need to create an API user in ConnectWise and then use those credentials in CloudRadial. In ConnectWise Go to System Members. Click on the A...

  • Jeff Farris created an article,

    Debugging Office 365 Synchronization Issues

    When Office 365 won't sync or stops syncing with CloudRadial, it typically involves a rights issue with the application that we generate using the PowerShell script under the Partner Settings -> Mi...

  • Jeff Farris created an article,

    Using Ticket Links

    You can include a link in your PSA ticket emails that directs users back to the ticket in the CloudRadial portal. You can use either a direct link that requires a user log in before view, or a no-l...

  • Jeff Farris created an article,

    Submitting Feature Requests

    CloudRadial is under constant development. Partners can help shape the product's direction and utility by submitting and upvoting feature requests. Feature requests are limited to users with paid s...

  • Jeff Farris created an article,

    Syncing Users Between Office 365 and Your PSA

    With support for a growing number of PSAs, CloudRadial's three way synchronization between CloudRadial, 365 and the PSA can vary based on the features supported by the various systems. Below is the...