Jeff Farris
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Articles
Recent activity by Jeff Farris-
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. For specific PSA instructions, select the supported options below: CSAT for Connect...
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Embedding Video in Content
In Articles, University Courses, and Messages you can embed videos from YouTube and other sources. YouTube MP4 Videos Embed HTML Format YouTube Find the video on YouTube that you would like to e...
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Mapping Endpoint Locations
When the data agent checks in, it includes the endpoint's location information if it is available and permitted on the computer. This location information can be used to present a map of endpoints....
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Allowing Users to Request Accounts
In certain situations, Partners deal with clients with hundreds or even thousands of users. But in reality, only a few of them will be using the portal. In these cases, it's often desirable to add ...
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Setting User Email in Chat Widgets
CloudRadial provides the ability to inject Javascript scripts into CloudRadial. These scripts are loaded on page load before the application starts or users have either logged in or been identified...
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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...
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Setting Support PIN Options
You can disable or enable the client administrative prompt for users to enter a support PIN. To toggle this prompt: Navigate to Partner > Settings. Click the Account & Branding option on the right...
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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...
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Status Workflows
Important! Status Workflows change CloudRadial's previous method for handling status updates. For details of these changes, please view this support article.Status Workflows can be used in various ...
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Logging into the Desktop Application with Local Active Directory
Users can be automatically logged in to the desktop application. To this, you must have allowed this feature under the settings for the desktop application and have their company configured with th...