Fe Fernandes
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Add your crew
_ What plan do we have? Summary This guide will show you how to add your team to Crewhu and covers the following topics: Upload a CSV with all information Download a CSV template Add employees ...
CloudRadial Integration
_ Summary Requirements Creating an API key in CloudRadial Creating the integration in Crewhu Setting up the integration on CloudRadial Important Notes _ Why is this feature important to you? Hav...
Getting Started
_ Setting up the account Add your users Profile Scope & Permissions Notifications Manage your Integrations _ Customer Satisfaction Survey Settings Connectwise REST Autotask REST Zendesk REST Kase...
How to update a Contest via API
_ Summary What is it How it works Creating the API Token Update it with Postman Contest Logs _ What is it In Crewhu, you can update your contests based on an External Metric in an easy way by...
ConnectWise Integration: Employee Sync
_ Summary Setting up the integration New integration Update CW permissions Sync ConnectWise members Members Info ConnecWise Status Crewhu Profile Filters (member types) _ Requirements Cre...
Hudu Integration
_ Summary Create the External Metrics Hudu Docs Viewed Hudu Docs Created Create the API Token Enable updates via API Create the Contest Script to update the Contest View Update Logs _ Busines...
Automated Contests: Crewhu Metrics
_ Summary CSAT Surveys Badge Goals NPS Surveys Survey Tags What are Crewhu metrics? Crewhu metrics are based on internal activity that will be updated and rewarded automatically. In this articl...
Survey Writeback to Connectwise, Autotask or Zendesk
Summary This article will show you how to enable the Writeback feature for your surveys, allowing you to view the latest Crewhu rating associated with the ticket, insert a link to the survey* from ...
Notifications by Profile & Scope
_ Summary Why Are Notifications Important Default settings by profile Types of notifications Email Push Profile definition per message Notification Categories Badges Survey Contest Contest E...
Employee marked as UNKNOWN
_ Summary This guide will demonstrate the reasons why employees are marked as UNKNOWN in surveys and how to adjust: Match ID with your PSA Connectwise (special cases) Autotask (special cases) A...