Getting Started with DeskDirector
DeskDirector Portals
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What is the DeskDirector Admin Portal?
What is the DeskDirector TECH Portal?
What is the DeskDirector Client Portal?
Desktop Portal
Managing Your Account
Pricing & Subscription Plans
Deskdirector - Sign up walk through
Managing your DeskDirector Subscription
Admin Essentials
Release Notes
Enabling Master Admin
Permissions & Feature Configuration (Tokity)
Permissions & Feature Configuration (ConnectWise/Autotask Partners)
Automatic Contact Creation
The Developer Corner
Monitoring Portal Usage
DeskDirector Features Overview
Desktop Portal Version Differences
Logging in to DeskDirector
User Profiles & Profile Pictures
Office Hours
Using Markdown
How Searching Works
Embedding Help Page Media
Get started with the DeskDirector Power Automate Connector
Features
Portal Customization
Service Catalogue
Forms
Getting started with DeskDirector Forms
DeskDirector Forms - Question Types in Detail
Dynamic Form Content
Communication
Actionable Messages for Emails
Real-Time Chats
Notifications
Email Notifications
Email Template Engine
Surveys
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Generative AI
DeskDirector with Generative AI
Setting up AI Service Providers
AI Assistants in DeskDirector
Custom Tools for AI Assistants
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Ticket Summary for Tech Portal
Advanced
Login & Authentication
Contact & User Groups
Approvals
Task Lists
The Learning Center
Group Tags
Custom Domains
File Storage
Portal Deep Linking
Clean Tickets
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Service Dashboard
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Integrations
ConnectWise
ConnectWise Custom Menu Item for DeskDirector
ConnectWise
ConnectWise Quotes & Invoices
ConnectBooster
ConnectWise Sell
ConnectWise - Avoid Aggressive Notifications
AutoTask
Switching or Merging PSAs
QuoteWerks
Wise-Pay
TimeZest
BiggerBrains
OneNote Notebooks
Integrations - Frequently Asked Questions
IT Glue
Microsoft Teams App
Introducing the DeskDirector for Microsoft Team App
Installing the Microsoft Teams App (Client Mode)
Installing the Microsoft Teams App (Tech Mode)
Setting up Tags for Teams Discussions (Tech)
Branding the DeskDirector Teams App
DeskDirector Teams App Notifications
User Groups Integration with Microsoft Teams
Setting up Content Security Policy (CSP)
Advanced topic: Setting up Tech & Client Mode in the same tenancy
Integrating Microsoft Teams with DeskDirector Tech Portal
Smart Alerts for Tech Users
Microsoft Power Automate
Actions
Solutions
Power Automate Template Gallery
Featured Solution: Teams Ticket Discussion
Featured Solution: Ticket Briefing
Introduction to Power Automate
Power Automate Connector - Setting up your first flow
DeskDirector Power Platform Connector Reference
DeskDirector Connector Triggers
Troubleshooting
Troubleshooting via Web Developer Tools
Desktop Portal - Common Issues
Contact & Service Agent Impersonation
Diagnose Entities Tool
DeskDirector Desktop App - Installation Issues
Troubleshooting DeskDirector Connection Issues
Login & Authentication - Common Issues
Permissions & Access - Common Issues
Tickets & Chats - Common Issues
Approvals - Common Issues
Email & Email Delivery - Common Issues
PSA Entity Syncing - Common Issues
PSA Integration - Common Issues
ConnectWise Integration - Common Issues
Autotask Integration - Common Issues
ConnectWise Audit Trail - Exporting API Logs
Microsoft Teams App - Common Issues
Contact DeskDirector Support
Security
Glossary
Archived
- All Categories
- Archived
- Top 10 Request Types
Top 10 Request Types
In DeskDirector, there is no one-size fits all for support request types that you can have for your clients, however, here are the 10 most popular request types that most people use.
They have been sorted by Category (grouping) name and Request Type name. Please remember that not all request types need to have a category name, and can just have thr request type name, in which case the request type name shows up as a top level category.
Email Issues | Can't send emails |
Email Issues | Can't receive emails |
Email Issues | Need to set an out-of-hours message |
Printer Issues | Can't print |
Printer Issues | Scanner is not working |
Printer Issues | Photocopier not working |
Hardware Issues | I need a new machine/I need a quote on new equipment |
Hardware Issues | Need a new peripheral (mouse, keyboard, headset) |
Other Computer Issue | I have some other computer issue |
Phone System Issue | I have an issue with the phone system |
Emergency | Critical - I have an urgent problem |