Ricky Cecchini
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Articles
Recent activity by Ricky Cecchini-
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...
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Accommodating Languages Other Than English
CloudRadial doesn't support native localization. However, for both our client's preferences and for localization needs, the sidebar is customizable and can theoretically support any language inject...
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Configuring Global Search (Fastpath)
In the pursuit of setting up a great client portal, it's natural to amass large amounts of content in various areas (such as the KB articles, ticket forms, Quick Starts, etc.).The search function a...
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Running and Using Assessment Reports
Assessments are most valuable when presented as reports to the client, as they provide an actionable plan to address issues and opportunities found within the assessment's questions. How to Run an...
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Using Banners
Banners allow Partners to create announcements that are visible to users of the portal. They have multiple use cases and can be easily customized to fit the right message and audience. What Do Bann...