Tevin Watkins
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Articles
Recent activity by Tevin Watkins-
Understanding Ticket View Settings
In CloudRadial, users can see the support tickets that they submit (and those that are synced by the PSA) via the Support > Support Tickets tab in the feature set menus. However, CloudRadial Partne...
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Troubleshooting : Service Ticket Failures in ConnectWise PSA
Generally, when a ticket fails to be submitted to ConnectWise it is due to incorrect routing. Ticket Routing Configuration When troubleshooting a failed ticket submission, you first want to draw yo...
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Connectwise Troubleshooting : Ticket Attachments are not displayed in CloudRadial chat
The CloudRadial application adheres to the attachment setting in Connectwise: 'Don't display in Customer Portal' (pictured below). By default, Connectwise will add all ticket attachments submitted ...
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How to Set Up User Types for Type Mappings in Syncro
CloudRadial requires the creation of a TypeMapping user-defined field (UDF) created in Syncro specifically for the purpose of Type Mappings. Note that Syncro doesn't support bulk edits to contacts,...
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How to Build and Export Marketing Lists
This document outlines how to build and export Marketing lists in CloudRadial. To add a new Marketing List Navigate to Partner > Marketing > Marketing Lists > Add Select a Name for the Marketing ...
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How to Clear Cache on the Desktop Application
Follow the instructions below to clear cache and authorization in the Desktop Application. This can help to resolve access issues caused by changes to user permissions or outdated cache. In the ...
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CloudRadial Labs
The CloudRadial Labs are a collection of special functions we have occasionally found very useful to our Partners. Each is designed for a specific situation, or to solve a particular client's probl...
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Add the CloudRadial CSAT to Halo PSA
Adding the CloudRadial CSAT embed code to a Halo PSA email template is easy. Once you get the CSAT embed code, you can paste it into the event that you send it to your client after a ticket is comp...
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Troubleshooting : Service Ticket Failures in Autotask PSA
Generally, when a ticket fails to be submitted to Autotask it is due to incorrect routing. Ticket Routing Configuration When troubleshooting a failed ticket submission, you first want to draw your ...
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Connectwise Troubleshooting : Technician notes are not displayed in the portal
If discussion notes added to ConnectWise tickets by your technicians aren't being shown in CloudRadial, it is most likely due to the setting below being unchecked. Partner > Settings > PSA > Other ...