ServiceAI Orion
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Recent activity by ServiceAI Orion-
Predefined Routing Tokens
There are three reserved token names which you can use without specifying them under the PSA routing options. These predefined token values are: @PartnerName - Your name as defined in your Account...
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Syncing on User Principal Name (UPN)
In Office 365 Active Directory, the User Principal Name (UPN) is the main ID for the user. The UPN doesn't need to match their email address, though it typically is their email address. Active Dire...
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Impersonating Users
There is only one portal for all clients. Users see a version of your portal based on the company they belong to and their role within the company. To see a client's portal as a user in that compan...
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Handling Autotask Child Companies
Autotask lets you create multiple companies that can belong to a single parent company. Best Practices for Handling Child Companies Adding Autotask Child Companies Removing Autotask Child Companie...
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Routing Tokens
Tokens are used frequently in various areas in CloudRadial. To put them simply, they're placeholder values that are denoted with the @ sign, followed by some kind of text help clarify what they're...