Ricky Cecchini
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Recent activity by Ricky Cecchini-
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...
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How to Work with Custom Iframes within Dashboards
Dashboarding is a powerful tool to display information to your clients - and sometimes, you may need to reach into other tools to bring in valuable information. For that, you must turn to the HTML ...
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Using Broadcasts
UPDATED INFO - New updates have revised the way ticket update broadcasts are handled. For ConnectWise, please go to Partner Settings -> PSA and look for the settings for Ticket Broadcast. Enter a l...
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Adding Content in CloudRadial After Initial Deployment
As an account management platform, CloudRadial is designed to serve the needs of the clients while making account management easier for the MSP. The success of its implementation depends largely on...
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Setting Up and Using Dashboards
Today, we're learning all about the dashboard feature in CloudRadial. With it, you can visualize data to tell a story to your clients - all while improving visibility. Plus, let's be honest. Dashb...
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How to Configure Planner Cards in CloudRadial
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Setting Up Support PINs for Kaseya BMS in CloudRadial
Support PINs help you identify users when they call in for support or request support from an unfamiliar email address. It can help inject an added layer of verification security to a user's identi...