ServiceAI Orion
- Total activity 244
- Last activity
- Member since
- Following 0 users
- Followed by 9 users
- Votes 1
- Subscriptions 133
Articles
Recent activity by ServiceAI Orion-
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...
-
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 ...
-
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...
-
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. -...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...