DeskDirector Forms and Request Types
Importing Wufoo Forms to DD Forms
Getting started with DeskDirector Forms
DeskDirector Forms - Question Types in Detail
DeskDirector Forms - Webhooks
Setting up Request Types
DeskDirector Forms - Dynamic Fields
Request Type Ordering
Request more information (forms request)
Enable or Disable the 'Something Else' Option
DeskDirector Forms - Sections and Conditionals
Ticket Title Automation
Getting Started with DD Chat
"Pre-Ticket Chat" Feature
"Call me Back" Feature
Creating a Chat Session
Handling Chat Requests
Changing your Presence
Subscribing to Webhooks
Viewing Chat History
Getting Started with the Menu System
Menu System - Changes to the Portal UI
Useful Learning Center Tips - Adding files from Google and Dropbox
Getting Started with the Learning Center
How to change the name of the Learning Center
Learning in DeskDirector
Getting Started with Broadcasts
Who Can Send a Broadcast
Sending a Broadcast
Quotes & Invoices
Branding & Customization
Get Started with Email Template Engine - DeskDirector
HTML Email Templates - ConnectWise
HTML Email Templates - Autotask
Avatars in DDPortal
Branding - Logo
Theming in DeskDirector
New Features and UI Designs
Enabling OAuth for DDPortal
How User Authentication works in DeskDirector
Diagnosing Automatic Login Issues
Logging in with a Username + Password
Logging in via URL
Logging in with Passwordless
Logging in with Active Directory
Portal for Windows
Getting Started with DD Portal
Installing DD Portal
Diagnosing login problems using the new DDGetSID CLI tool
Troubleshooting your DeskDirector Portal installation
Differences Between Portal for Desktop v2 and v3
DDPortal removal tool - uninstalling Windows portals
Portal for Mac
Adding Media to Play When First Launching the Client
The Flag feature (CW Only)
"Ensure VIP ticket's priority" Feature
Setting Up and Using the VIP Priority
FastTrack in DeskDirector
Contact Creation Rule
Customer Closed Tickets.
Browser Support for portal
Change Ticket Status when Customer Adds Note
Diagnose Portal for Desktop
Account & FAQ
Portal and User Issues
Instance & Account Queries
Logging into the Admin Console.
3000 contact limit FAQ
The Admin Console Dashboard
Adding and removing features from your DD Portal Advantage plan
Finding out what server your DeskDirector instance is on.
Enabling Master Admin
Creating an Integrator Login in ConnectWise (SOAP API)
Top 10 Request Types
Getting Started - Admin Console
Frequently Asked Questions
Creating a ConnectWise RESTful API Key
CSV Reporting Tool
Generic vs Customized Request Types
DDPortal (Installed client) Vs. DDWeb (Web Client)
Ticket Description missing on ConnectWise emails
Creating an integrator resource in Autotask
My customer is seeing deleted tickets in portal
Contact can't login portal, the contact is missing in admin console but it is in ConnectWise
Connectwise Sell (previously Quosal)
How to configure ConnectWise Sell (previously Quosal) Order Porter integration
Adding ConnectWise Sell (previously Quosal) Order Porter link to opportunity
How to setup the DeskDirector Flow Connector
How to share the DeskDirector Flow Connector
DeskDirector Flow Connector Reference
DeskDirector Flow Connector Ticket Event Payload Reference
Flow integration example - Microsoft Teams notifications
Flow integration example - workflow with user interactions
Common WuFoo errors
Changing the Summary of Wufoo Tickets
Creating your first Wufoo form
Adding Wufoo Forms To Request Support
Getting started with WuFoo Forms
Debugging Your Wufoo Integration
Portal Release Notes - Windows/macOS
Portal Release Notes - Web Client
Advanced Use Case
The Learning Center is a great way to educate your clients and share documents with them. You can also link to videos and files hosted online. This page will take you through the steps to set up and customize your customer's Learning Center experience.
Please note that the learn center shown in the video is from an older UI version.
Head over to the Manage Learning tab of your Admin Console page: (under Portal -> Learning Center)
Creating your first Category and Items
You can think of Categories as the folders that contain individual Learning Center pages. We provide everyone with some Microsoft examples to get them going - you can of course change or delete these if you wish.
1. Insert a New Category
Click the Add Category button, then enter a Category name that you want your clients to see and click Create. This will create a new Category to your learning center.
2. Add one or more Items to the Category
Click on the Items tab. This tab contains all the learning items in the current category.
1. To add an Item, Click Add Learning to open the new item screen and fill in the information.
2. To edit an item, click on the name of the learning item. This will take you to a new screen to edit the details.
3. To delete an Item, simply click Delete in the edit item screen, and when the pop up screen appears, click Ok.
4. To set up who can view the learning center, click on the Filters tab.
That's it, you're done!
Setting up Learning Center Access
To set up the Learning Center, head over to your Admin Console under Portal > Settings. On this page, under the Permissions tab, simply select Learning and add it to the list of global permissions.
You can change this in a company or contact level too. This will enable Learning for all your clients.
Set up Category Filters
You may want to create Categories that can only be seen by particular clients. This can be done in the back in the Manage Learning page.
Click on the Category you want to add a filter for to open the Category Settings.
Click the Filters tab.
On this screen, you can add entries to Company Filter or Contact Filter.
For ConnectWise users, select the Company from the drop-down box and click Add.
For AutoTask users, click Add. This will open the selector page where you can select clients to add to the filter.
Only clients added in the filter will see this Category. If both fields are left blank, all your clients will be able to see the Category.