Ricky Cecchini
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Articles
Recent activity by Ricky Cecchini-
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...
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Understanding Problem Reports
Transcript: In this lesson, we'll be learning about problem reports in CloudRadial Problem reports are the catalog of tickets available to users in your portal. There are no limits on customizat...
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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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Customizing Menu Items in Applications
Transcript: In this video, we're going to learn how to create and manage Menu Applications within CloudRadial. These helpful links can serve as bookmarks and other quick reference links to make ...
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Creating and Using Quick Starts
Transcript: In this video, we'll cover how to create and manage PDF documentation to the Quick Start guides within CloudRadial. Like the Knowledge Base articles, you or your clients may already ha...
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Multi-Language Support Through Localization
CloudRadial supports native Localization with a few tweaks of in-app settings. Please note that global, tenant-wide localization is available to every Partner, free of charge. Localization customi...
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How to Best Leverage 3rd-Party Dashboard Information
One of the main goals of CloudRadial is to streamline client-facing data to make it less "noisy" for them. That means taking only the most important pieces of data and weaving them into a story tha...
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Creating a Knowledge Base Article
Transcript:In this video, we're going to learn how to create and manage Knowledge Base articles, also known as KB Articles. We'll cover both how to create them in CloudRadial directly and how to pu...