Jeff Farris

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Activity overview

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

    Data Agent Change Log

    Note - Information captured by the agent is not viewable until the web application is updated. v1.3.0 (Beta) Update install info with correct version information after upgrade Capture desktop appl...

  • Jeff Farris created an article,

    Adding Feedback Templates to Outbound Emails

    CloudRadial provides the email html you'll need to add feedback (CSAT) surveys to the bottom of your PSA emails. Templates are provided for using images and for no images. The choice of template is...

  • Jeff Farris created an article,

    Setting User Email in Chat Widgets

    This feature is considered experimental and we are not able to offer much help with how to interact with your chat widget. Using this feature requires a solid understanding of Javascript and is sub...

  • Jeff Farris created an article,

    Updating Assessments from Excel

    Assessments and assessment templates can be updated directly from Excel files. This can be helpful when wanting to bulk update or run through the assessments without needing to create duplicate cop...

  • Jeff Farris created an article,

    Importing Assessments

    Importing assessment into CloudRadial can help speed up and scale their deployment to multiple clients within the system. While assessments can be built and managed completely from within CloudRadi...

  • Jeff Farris created an article,

    CloudRadial Update 22-Nov-2020

    CloudRadial continues to evolve to help MSPs work more closely with their clients. This release is a major update with important new enhancements (so apologies in advance for the length of this pos...

  • Jeff Farris created an article,

    Understanding Data Agent Collection

    CloudRadial's data agent collects data from client workstations and servers to obtain formatted data for use in client reporting and account management. What Data is Collected? The data agent colle...

  • Jeff Farris created an article,

    Using the CloudRadial API

    The CloudRadial API is currently in development. For suggestions and use cases, please contact us at The CloudRadial API lets you better integrate your existing systems. It ...

  • Jeff Farris commented,

    CloudRadial uses your delegated credentials so once you connect a client, that app will have the rights to make the changes on client accounts.

  • Jeff Farris created an article,

    Removing Old Antivirus Listings from Security Center

    ProblemYou remove antivirus software from an endpoint, but the antivirus continues to show up in CloudRadial's antivirus list for that workstation. SolutionThe probable cause is that the antivirus ...