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Thaís Abella

  • Total activity 39
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Activity overview

Latest activity by Thaís Abella
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    Thaís Abella created an article,

    Understanding Discrepancies Between CSAT Details Report and CNV Report

    Summary Introduction Explaining the Differences Timing of Ticket Closures vs. Survey Survey Types Included in Reports Configuration of Ticket Boards Recap Example   Introduction When analyzing...

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    Thaís Abella created an article,

    Employee ID

    Summary Introduction Employee ID for each Integration Partner ConnectWise (REST) Autotask (REST) Zendesk (REST) HaloPSA (REST)  ITGlue Freshdesk Atera ServiceNow Syncro NetSuite Solutions 360 Rev...

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    Thaís Abella created an article,

    CW Employee Sync: How to choose specific employees to sync

    Sometimes we have employees at ConnectWise account that will not use CrewHu, therefore, they don't need to have a CrewHu profile. Since the employee sync from CW will update the Employee List based...

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    Thaís Abella created an article,

    How to Adjust CrewHu Bucks balance

    Sometimes, due to different reasons, an adjustment on an employee's CrewHu Bucks balance is needed. With this article, we'll see the options to counter the transactions made on CrewHu: Points surp...

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    Thaís Abella created an article,

    How to save a report filter

      If you wish to have easy access to specific reports, without the need of adjusting the filters every time, this is the guide for you!    At CrewHu, we have the possibility of saving shared filter...

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    Thaís Abella created an article,

    How to remove CrewHu bucks awarded via contest

    Contests can have automatic reward option, and sometimes we need to cancel the contest and remove the CrewHu bucks awarded wrongly.    To revert the contest rewarded, we need to find the contest at...

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    Thaís Abella created an article,

    How to check Employee's CrewHu Bucks balance

      Go to Analytics > Reports > Bucks Rewarded to access the complete report:   You can find in this report:  Total Bucks Rewarded according to a specific timeframe The amount of Bucks Rewarded dep...

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    Thaís Abella created an article,

    External Metrics: How to create it with automated updates

    Summary Create the External Metric Create the Contest How to set Scheduled Emails Configure Contest Settings Get the contest's email Paste the email address into your application Automated Con...

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    Thaís Abella created an article,

    External Metrics: How to create and update it manually

      Summary What it is Creating the External Metric Creating the Contest CSV Upload Manual Update   What it is We use external metrics to measure and reward the performance on metrics tracked outsi...

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    Thaís Abella created an article,

    How to reassign a survey

    Sometimes surveys can come with Unknown assignee or with the wrong Employee assigned. This is mostly related to one of the two cases: Missing/Wrong Employee ID: The employee doesn't have an ID at...