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Julio Garcia

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Activity overview

Latest activity by Julio Garcia
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    Julio Garcia created an article,

    Autotask SOAP Integration

    Summary This guide will show you how to install the customer survey snippet in your Autotask ticketing system and covers the following topics: In Crewhu: Setup Employees, Locations, Teams & Positi...

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    Julio Garcia created an article,

    Autotask Integration (Snippet Only)

    Summary This guide will show you how to get the customer survey snippet and install it into your Autotask ticketing system and configure the customer service settings to get a higher number of surv...

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    Julio Garcia created an article,

    Kaseya BMS Integration

    Summary This guide will show you how to configure Crewhu survey settings and install the Crewhu survey snippet into Kaseya BMS to get a higher number of survey responses.  This module will measu...

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    Julio Garcia created an article,

    Slack Integration and user guide

    Requirements  Slack is one of the Premium Integrations offered by Crewhu. There are three plans available: Standard Plan: 1 Premium Integration Pro Plan: 3 Premium Integration Badass: 5 Premium In...

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    Julio Garcia created an article,

    Custom Survey Faces

    Requirements: A Crewhu Pro 2019 or Crewhu Badass account with Admin permissions.   Business Purposes: The Custom Survey Faces feature was developed to help Crewhu clients increase their conversion ...

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    Julio Garcia created an article,

    Automated Engagement Notifications

      Requirements  A Crewhu Pro or Crewhu Badass account with Admin permissions.    Business Purpose When we think about company growth, we often look at long-term goals or major breakthroughs. These ...

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    Julio Garcia created an article,

    Survey Improvements: Ticket Summary

      Requirements This feature released in 02/17/19 is available to 2019 Standard, Pro, and Badass plans.    Business Purpose The Ticket Summary increases the value of the information present in the s...

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    Julio Garcia created an article,

    Survey Improvements: Survey Logs

    Requirements This feature released in 02/17/19 is available on all Crewhu plans.    Business Purpose The Survey Logs feature allows users with given permissions to check the survey details. This is...

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    Julio Garcia created an article,

    Download a report from Connectwise Marketplace and use it in your Automated Contests

    Your Crewhu Badass subscription, allows your company to use Connectwise reports to automatically update contests in Crewhu. You can track important metrics for your business and reward your team fo...

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    Julio Garcia created an article,

    Survey Improvements: Survey Notes writeback to Connectwise or Autotask

    Requirements This feature released in 02-16-19 is available for the 2019 Standard, Pro and Badass plans. To set it up you will need permission to edit surveys settings in Crewhu + Connectwise REST ...