Using CloudRadial
Information about specific CloudRadial features.
Syncing Users & Data
Managing Clients
- Daily Policy Report Email
- Using the Client Scoring Feature
- Customizing Report Templates
- Using the "Edit All" Function
- Using Company Groups
- Scoring Clients
Managing Users
- Limited Admin Access
- Using Marketing Lists + Mailchimp Integration
- Editing Email Permissions
- Feedback Through the CSAT
- Working with User Groups
- Syncing on User Principal Name
Managing Content
- Using Tokens in Articles
- Customizing Menu Items in Applications
- Creating and Using QuickStarts
- Creating a Knowledge Base Article
- The Daily Digest
- Using Broadcasts
Managing Endpoints
- Removing Endpoints and Servers
- Getting to Know The CloudRadial Agent
- Understanding Endpoint Icon Colors
- Checking Agent Versions
- Detecting Antivirus Software
- Endpoint User List
Integrations
- Tracking Office 365 Users in Your PSA
- Changing PSAs
- Integrating ConnectWise Chat Assist
- Adding Feedback Survey to Autotask
- Adding Feedback Survey to ConnectWise
- Integrating with MailChimp