Ricky Cecchini
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Activity overview
Latest activity by Ricky Cecchini-
Ricky Cecchini created an article,
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Ricky Cecchini created an article,
Integrating with ClipTraining
ClipTraining has a very modular approach to training featuring courses made up of "clips" or short video tutorials. ClipTraining works fell for users who need to learn something from scratch or jus...
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Ricky Cecchini created an article,
How to Set Up User Types for Type Mappings in Kaseya BMS
CloudRadial requires the creation of a TypeMapping custom field created in Kaseya BMS specifically for the purpose of Type Mappings. Note that Kaseya BMS doesn't support bulk edits to contacts, whi...
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Ricky Cecchini created an article,
How to Set Up User Types for Type Mappings in Autotask
CloudRadial requires the creation of a TypeMapping user-defined field (UDF) created in Autotask specifically for the purpose of Type Mappings. Note that Autotask doesn't support bulk edits to conta...
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Ricky Cecchini created an article,
How to Set Up User Types for Type Mappings in ConnectWise
CloudRadial leverages the native "Type" field within ConnectWise for the Type Mappings. Below, you'll find the instructions on how to create and apply these contact types to users within ConnectWis...
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Ricky Cecchini created an article,
Understanding Broken Content (And How To Fix It)
CloudRadial makes it easy to customize content for a specific company. Most CloudRadial Partners will choose to control all of their content from the Partner > Content area. Overall, the idea is st...
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Ricky Cecchini created an article,
Understanding Templates
The template functionality allows you to apply a text template into the Meeting Notes field within CloudRadial's Planner. Applying templates can expedite the process of logging notes and make for m...
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Ricky Cecchini created an article,
Setting Up the HaloPSA Integration with CloudRadial
The Halo PSA integration is currently in Preview mode. It may contain bugs, malfunctions, and other limitations. As we work to improve upon the integration for a fully supported release, please rep...
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Ricky Cecchini created an article,
About Client-Level Branding
CloudRadial is designed to be a whitelabeled portal experience. While the standard is for CloudRadial Partners to set their own global tenant branding, there are cases where Partners may wish to fu...
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Ricky Cecchini created an article,
About Client-Side Ticket Routing Functions
If you're not seeing the form questions mentioned in this article, please clear the cache on your browser. These were added May 12th, 2022 and browser caching may prevent you from seeing them. Clou...