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1 min read

FORMS USE CASE: A smart way to use Conditionals instead of form sections

By Serena Cappellini on Jun 30, 2020 4:31:00 PM

An alternative to form sections

Sections are an efficacious way to divide a form in more manageable chunks and have only a limited amount of questions shown at a time. What I am proposing today is a different way to obtain the same result just by using Conditionals.

Topics: Forms admin console Pro Tip
2 min read

Help Technicians and Users with 'Task Forms'

By Serena Cappellini on Apr 22, 2020 5:29:14 PM

what's a 'task form'

Task Form is a feature that allows you to send additional forms to already existing tickets, making them appear directly in the User Portal for your customers to review and complete.

Topics: Technical DD Tech Forms
3 min read

Markdown and HTML: Tips to Leverage the Power of Custom Forms

By Serena Cappellini on Feb 20, 2020 1:24:41 PM

DD Forms and Markdown

what is markdown

Markdown is a text-to-HTML conversion tool, free and open-source, designed to be lightweight and intuitive. It helps users to edit text in an easy and clean way - which is why we've decided it was the right tool for our DD Portal.

Topics: DD Portal Forms Service Customization
5 min read

6 Best Practices to Create your Service Catalog in DeskDirector (updated)

By Irina Kavchik on Aug 17, 2018 5:35:23 PM

People often struggle to describe an issue when they're talking to your IT engineer. In DeskDirector, request types represent your service catalog that helps your customers to select an option that is the most relevant to their needs. 

Request types is one of the key features available that you can extensively use to customize your MSP offerings. It doesn't mean that you need to customize your technology stack, you can keep it the same. But you need to customize how you offer it. Your clients might not need everything you have to offer. If you offer "ultimate IT solution" to all your clients, you become a commodity in the eye's of your clients. You need to customize how you deliver your solutions to them, so you can differentiate yourself in the world of standardization.

In this article, we put together five best practices that you need to follow to make your support portal useful and valuable for your clients. As well helping you to create great customer experiences. 

Topics: Technical Features Customer Experience Forms