Ricky Cecchini
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Articles
Recent activity by Ricky Cecchini-
Integrating ITBoost Articles Into Your Portal
Aside from building out KB articles yourself, you can seamlessly bring your documentation over from ITBoost to your client portal without reinventing the wheel. To do so, follow these instructions:...
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Embedding Vimeo Videos into Your Portal
Vimeo is a leading video hosting service that many organizations utilize. Because of it's ability to mark videos as unlisted and "private", it's a solid selection to host training videos for your c...
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Integrating Zendesk Guide Articles Into Your Portal
Aside from building out KB articles yourself, you can seamlessly bring your documentation over from Zendesk Guide to your client portal without reinventing the wheel. To do so, follow these instruc...
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Ticketing Form Best Practices
Ticketing forms are an art. Make them too long and hard to fill out and nobody will do them. Make them too light on information and they're useless to you. The key is to get the right amount of da...
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Understanding Service Requests
Transcript: In this lesson, we'll be learning about Service Requests in CloudRadial CSA.Service requests are an organized, visual way to present solutions and services that clients can order ...
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Status Workflows: Setting Up a Single-Level Approval Workflow
One of the most common use cases for Status Workflows is the single-level approval, where only one approver is needed to send the ticket on to the MSP to fulfill. Follow these best practices to get...
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Status Workflows: Setting Up Multi-Level Approval Workflows
If the single-level approval workflow isn't enough for your client(s), then you can always go for a layered multi-level approval. Note that there is a prerequisite to create a single-level approval...
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Leveraging a Zapier Integration
Zapier is an integration that functions based off of JSON Webhooks. Through these webhooks, you can take information from within CloudRadial and send it off to Zapier as a way to trigger automation...
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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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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...