Thaís Abella
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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...
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...
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...
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...
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...
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...
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 isWe use external metrics to measure and reward the performance on metrics tracked outside of ...
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...
Rules for Anniversary Badges
Summary Frequency Options Every On From Tips and Tricks Automated Anniversary Badges are the badges given when the employee completes +1 year in your company. At CrewHu you can configure...
How to add Crewhu Snippet into ConnectWise
Summary Resolved Surveys In Crewhu In Connectwise Reply Surveys In Crewhu In Connectwise We have two different types of Surveys related to ticket status at CrewHu: Resolved: The PSA sends ...