Jeff Farris

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Activity overview

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

    CloudRadial Update 25-Mar-2020

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

  • Jeff Farris created an article,

    Integrating the Bigger Brains Course Catalog

    Bigger Brains course content is available to paid subscribers. In order to present Bigger Brains course content to your clients, you will need to order a Bigger Brains subscription add-on for your ...

  • Jeff Farris created an article,

    Integrating with Addigy

    Addigy provides an easy way to pull Mac endpoint information into CloudRadial. To integrate with Addigy: Setting up Addigy Go to your Addigy dashboard. Go to Account Integrations. Click the "Add A...

  • Jeff Farris created an article,

    Integrating with Kaseya BMS

    Kaseya BMS integration is in beta and is an evolving work in progress. Current features supported are: Selection of Kaseya BMS as a supported PSA API submission of tickets using catalog item routi...

  • Jeff Farris created an article,

    Using Tokens in Articles

    You can use company or partner level tokens in articles when the token is surrounded by brackets. The brackets let you use the @ symbol without automatically invoking token substitution. You can al...

  • Jeff Farris created an article,

    Daily Policy Report Email

    You can generate a daily policy report that you can send to users or direct to a report archive. To create a policy report and direct it to an email address, go to Partner Clients, edit the company...

  • Jeff Farris created an article,

    Removing Endpoints and Servers

    Once you remove an agent from a endpoint or server, the information is not immediately deleted from the Infrastructure reports. To keep the infrastructure reports up-to-date without having to manua...

  • Jeff Farris created an article,

    CloudRadial Update 07-Feb-2020

    The team at CloudRadial is excited to announce our new desktop tray application that puts the power of your client portal just one click away from your users. To learn more and get started check ou...

  • Jeff Farris created an article,

    Tracking Office 365 Users in Your PSA

    CloudRadial allows you to sync contacts from Office 365 to your PSA and will update contacts in the PSA with the information found in Office 365. To help you know which users are synced from 365, y...

  • 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...