Jeff Farris
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Articles
Recent activity by Jeff Farris-
Configuring Ticket Update Broadcasts for Autotask from Zapier
Autotask does not provide a way through their API to access a ticket update webhook but they do support Zapier. For access to the Autotask application, Zapier requires that you be on a paid plan. -...
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Setting Form Multi-Select, Radio and Dropdown Defaults
In questions on both Problem Reports or Service Requests, you can set individual options to default to being checked by ending the choice labels with an exclamation (!) mark. This is used in instan...
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Allowing Users to Change their Office 365 Details
The original version of the Microsoft Partner PowerShell script that Legacy Partners used did not include the User.ReadWrite.All permission. Because of this, users that were imported based on those...
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Integrating Chat
CloudRadial now offers CloudRadial Chat, which combines the power of a tightly PSA-integrated chat system AND AI triage for resolutions. You can purchase CloudRadial Chat separate and apart from Cl...
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Implementing ConnectWise Streamline IT
ConnectWise offers an option to setup specific boards for clients and, optionally, provide client access to those boards through the ConnectWise program. CloudRadial supports both options. To point...
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Creating Dynamic Form Questions
Ticketing forms in the Problem Report and Service Request sections provide the option to display questions based on another question's response. In CloudRadial, these are known as conditional state...
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Importing PSA Tickets
CloudRadial provides the ability to bulk import tickets from an Excel spreadsheet for a particular company. Importing Tickets from Excel Mapping to Custom Fields Importing Tickets from Excel To i...
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Integrating IT Glue Articles Into Your Portal
Aside from building out KB articles yourself, you can seamlessly bring your documentation over from IT Glue to your client portal without reinventing the wheel. To do so, follow these instructions:...
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Removing Endpoints and Servers
Once you remove an agent from an endpoint or server, the information is not immediately deleted from the Infrastructure reports. You can set automatic policies to remove endpoints and servers after...
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Setting Up Support PINs for ConnectWise in CloudRadial
Support PINs help you identify users when they call in for support or request support from an unfamiliar email address. When your end users log in to your CloudRadial portal, they will prompted to...