Ricky Cecchini
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Articles
Recent activity by Ricky Cecchini-
Integrating Wise-Pay into CloudRadial
Wise-Pay can make it easy for clients to pay their bills with easy and seamless single-click access. Directly from Account > Invoices, your customers can click Open Payment Portal (located at the t...
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Integrating Your SmileBack CSAT to CloudRadial
If you've got Smileback as your CSAT solution, you can use it to fuel your customer satisfaction surveys (CSAT) in your portal. The integration allows you to view CSAT reviews from emails in CloudR...
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Integrating PowerBI with CloudRadial
For more flexible data visualization, you can plug in a dashboard from any source that allows for publicly embeddable widgets. One such example is PowerBI, which can be incredibly powerful. Below, ...
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Integrating Grafana with CloudRadial
For more flexible data visualization, you can plug in a dashboard from any source that allows for publicly embeddable widgets. One such example is Grafana, which can be incredibly powerful. Below, ...
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Integrating ConnectWise Sell into Your Portal
ConnectWise Sell is integrated through ConnectWise Manage or Autotask opportunities. When integrated with CloudRadial, selected opportunities are shown as Quotes under the company's Account > Quote...
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Integrating Quoter into Your Portal
Quoter is integrated through ConnectWise Manage or Autotask opportunities. When integrated with CloudRadial, selected Quoter opportunities are shown as Quotes under the company's Account > Quotes t...
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Integrating QuoteWerks into Your Portal
QuoteWerks is integrated through ConnectWise Manage or Autotask opportunities.When integrated with CloudRadial, selected opportunities are shown as Quotes under the company's Account > Quotes tab w...
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Integrating with Calendly
You can easily integrate Calendly into your CloudRadial ticketing using the confirmation page settings. To integrate Calendly: Edit your catalog item (report a problem or request service) Choose t...
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Integrating with Microsoft Bookings
You can easily integrate Microsoft Bookings into your CloudRadial ticketing using the confirmation page settings. To integrate Bookings: Edit your catalog item (report a problem or request service...
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365 User Information Showing Up as Anonymous (Numeric Strings)
Because of a certain M365 setting, you may notice randomized letters and numbers in the place of user's name and data. This is because the data for the tenant has been set to anonymous. To make sur...