Ricky Cecchini
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Articles
Recent activity by Ricky Cecchini-
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...
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Integrating JivoChat with CloudRadial
JivoChat provides a powerful and extensible platform for chat. You can integrate Social Intents Chat with CloudRadial while also allowing the chat widget to automatically pull the user's name and e...
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About the Pop-Up Message in CloudRadial
When a user accesses CloudRadial, there is a pop-up that displays at the top-right of the screen. You can disable this pop-up from displaying. The support PIN feature of CloudRadial isn't a syste...
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Setting Up the ConnectWise API Integration with CloudRadial UCP (Formerly CSA)
As of September 5th, 2024, we've updated ConnectWise PSA API member permissions to meet the requirements of our new CloudRadial Storefront offering. Please either update your existing CloudRadial A...
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User Access Rights
As of the February 2022 security role update, this video is no longer relevant. Please see the following article on setting up and managing user roles here.