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
Email Notifications Overview
Setup email template for Approval and Mail Login Token
Setup Email Notifications for Ticket Updates
Get Started with Email Template Engine - DeskDirector
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
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
Updated by Andy Chen
This tool is to help you remove Desktop Portals, so that you will have a fresh environment when you install the latest desktop portal version.
The versions to uninstall includes:
- WPF clients
- Desktop Portal v2 (Hybrid + Squirrel and terminal version)
- Desktop Portal v3
- Download the CLI tool from here.
- Run the tool with your RMM tool.
- Administrative privileges require. This is because the tool removes all machine-wide installed portals.
- Quiet mode. Add the /quiet parameter to enable quiet mode, this means uninstalling without user confirmation.
- Logging. Use >> filename to save the uninstall logs (append after optional parameters), ignore this if your RMM tool can capture the console outputs.
Run the following command to remove all installed portals.
DdUninstaller /quiet >>log.txt
Remove all old version but keep the latest v3 version portal and the user settings folder.
DdUninstaller /quiet /keepUserSettings /keepLatestV3Version >>log.txt
Enable quiet mode, uninstalling without user confirmation.
Keep the latest v3 portal, use it with together /keepUserSettings when specified.
Use this parameter if you want to keep the latest v3 version and remove other older versions.
Keep files under user folders
These folders contain files for logs and session cookies, etc.
/remove:"Your app name"
Specify additional apps to be removed.
Only use this when the tool fails to find your installed portals. See How to remove registry remains.
How to remove registry remains
You may find that after an app has been uninstalled, the app is removed from the Windows system's "Add or remove programs" list but it still exists in your RMM tool. This is because the windows system still keeps a record for this app. The record is for reinstall the app. In this case, you can use the following guide to completely remove it from users's machine.
- Identify the app(s) to be removed.
The name of the portal should look like * Machine-Wide Installer in the RMM tool, e.g. My Awesome Portal Machine-Wide Installer. This is the remains from the previous version (v2).
- Remove the registry key with the /remove parameter.
For example, specify Brand 1 Machine-Wide Installer and Brand 2 Machine-Wide Installer to be cleaned up with the /remove parameter.
DdUninstaller /quiet /keepUserSettings /keepLatestV3Version /remove:"Brand 1 Machine-Wide Installer" /remove:"Brand 2 Machine-Wide Installer" >>log.txt