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 Andrew Lahikainen
This is the primary way of finding tickets in DD Tech. You can find the ticket list under the Ticket menu item.
Please note, DD Tech displays tickets updated within the past 6 months.
The filter is broken into several parts:
- General Filtering
- Ticket state (open, closed, all): choose whether you want to search closed or open tickets
- Search: search for ticket summary, description, or ticket number
- Assigned tech: restrict results to a specific tech. This is useful to limit results to only your own tickets.
- Advanced Filtering, advanced filtering does not show by default.
- Company: restrict results to a specific company
- Priority: filter results based on priority.
- Tags: restrict results by tags. Tag context only exist in DeskDirector.
- Recently updated
- Least recently updated
- Summary descending
Quick filter is designed to give shortcut while you going through ticket. Circled items within ticket list item can be clicked and perform quick filter.
It is shortcut to find out related tickets at given context.
Board & Status facet
Every board you have access to will be shown in a list. It is a good idea to limit these in the admin console to only the ones you will be working with. To do that see the getting started article. Each board in the list will show the count of the number of tickets on that board. If you click a board, the list will expand to show every status under that board as well as the counts for tickets in that status. Clicking on a board or status will restrict results to tickets on that board or status.
Ticket List Item
Ticket list item contains following information.
- Owner of ticket
- Company (account) of ticket it belong to.
- The age of ticket. (mouse over to see exact time)
- Priority, color coded at right side. Hover to see full text. (We will allow filter on priority soon)
- Summary or title of ticket.
- Ticket ID
- Assigned technician. display maximum of two avatars, optionally display all assigned by click on the number.
- Last ticket note or time entry. As we optimized for speed, it is not always accurate.
The list is divided into pages with 20 results per page. To navigate through pages, use the controls at list header (medium to large screen only) or bottom of list (for all screen size).
You can navigate page by page, or you can go to start or end page, by click current page count.
To navigate to a ticket, just click the summary in the list. You will be taken to the ticket details screen for that ticket.
Small screen device
Ticket list is also compatible with smaller device. Such as phone or tablet.
You can access Filter from F area. It will toggle filter for given device.
Filter will be simplified in phone. It will only provide search and assigned to me option. It is designed for technician on field instead of manager to analyze.