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- Features Deep Linking
Features
Tickets
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
Authentication
Chat
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
Approvals
Menu System
Getting Started with the Menu System
Menu Items
Menus
Menu System - Changes to the Portal UI
BiggerBrains
Notifications
Email Notifications
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
Learning Center
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
Broadcasts
Getting Started with Broadcasts
Who Can Send a Broadcast
Sending a Broadcast
Receiving Broadcasts
Sticky Broadcasts
Custom Domain
Webhooks
Deep Linking
Macros
Products
Portal
Tickets
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
Authentication
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
Permissions Configuration
Portal for Windows
Getting Started with DD Portal
Installing DD Portal
Diagnosing login problems using the new DDGetSID CLI tool
Antivirus Issues
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
Switching Accounts
Change Ticket Status when Customer Adds Note
Diagnose Portal for Desktop
Tech
Configurations
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.
Administration Guide
Enabling Master Admin
Other Articles
Creating an Integrator Login in ConnectWise (SOAP API)
Top 10 Request Types
Getting Started - Admin Console
Frequently Asked Questions
Using Markdown
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
Troubleshoot
Portal
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
Authentication
Integrations
BiggerBrains
ConnectBooster
Connectwise Sell (previously Quosal)
How to configure ConnectWise Sell (previously Quosal) Order Porter integration
Adding ConnectWise Sell (previously Quosal) Order Porter link to opportunity
QuoteWerks
Wise-Pay
Microsoft Flow
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
Release Notes
Outdated Articles
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
Server Changelog
Portal Release Notes - Windows/macOS
Portal Release Notes - Web Client
Automation
Advanced Use Case
Glossary
Deep Linking
Legacy URL Linking in DeskDirector
Portal V1 only. This article is out-of-date for Portal V2 users. If you have Portal V2 switched on you will want to use our new Portal Deep Linking. It supports all of the same features described her…
Portal Deep Linking
This article discusses our new Deep Linking system which requires Portal V2 to be turned on for your clients. To read about the legacy URL linking for Portal V1, click here. What is Deep Linking?. De…
