Jeff Farris
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Articles
Recent activity by Jeff Farris-
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...
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Requesting a Custom Sending Domain
By default, emails that are sent to your users from CloudRadial originate from the email address noreply@secure.itsupportemail.com. If a user replies to one of these messages, they are directed bac...
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Using JSON Webhooks
Webhooks in CloudRadial can be triggered when users submit tickets or feedback. The body of the webhook will be in JSON format and will contain the information provided in the request. Use webhooks...
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Setting the Client Portal Favicons
You can set the icons for the web application and the desktop application to match your own logo. Multiple images will be required to complete the customization. The images are set under Partner > ...
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Using the CloudRadial API
The CloudRadial API is currently in development. For suggestions and use cases, please click here to submit a request you'd like to see.The CloudRadial API lets you better integrate your existing s...
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Using Ticket Links
You can include a link in your PSA ticket emails that directs users back to the ticket in the CloudRadial portal. You can use direct link that requires a user to log in before they view their ticke...