Ricky Cecchini
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Articles
Recent activity by Ricky Cecchini-
Integrating Zomentum into Your Portal
Zomentum 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 wi...
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Integrating Your Simplesat CSAT Into CloudRadial
If you've got Simplesat as your CSAT solution, you can use it to fuel your customer satisfaction surveys (CSAT) in your portal. The integration allows you to view CSAT reviews from emails in CloudR...
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Storage Limitations in CloudRadial
CloudRadial can host multitudes of files ranging from PDFs to HTML email reports. Partners have 100GB allocated to their tenant that is shared across every client organization. Storage usage is not...
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Enabling the Augmentt Integration
When Augmentt is integrated with CloudRadial, you will have a SaaS option under Infrastructure > Software that provides data on the SaaS Discover Agent application usage for a given company. Co...
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Handling Multiple Companies with the Same Office Tenant
We run into the issue of people having different companies in their PSA that are linked to the same Office identifier. Based on how CloudRadial's sync processes work, this can cause issues. The def...
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Integrating Liongard with CloudRadial
Note: The Liongard integration is emerging and still in Preview mode. As new integrations are unlocked within the Liongard integration, we'll update this article accordingly. Please see the chart a...
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Integrating Wise-Pay into CloudRadial
Wise-Pay can make it easy for clients to pay their bills with easy and seamless single-click access. Directly from Account > Invoices, your customers can click Open Payment Portal (located at the t...
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Integrating Your SmileBack CSAT to CloudRadial
If you've got Smileback as your CSAT solution, you can use it to fuel your customer satisfaction surveys (CSAT) in your portal. The integration allows you to view CSAT reviews from emails in CloudR...
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Integrating PowerBI with CloudRadial
For more flexible data visualization, you can plug in a dashboard from any source that allows for publicly embeddable widgets. One such example is PowerBI, which can be incredibly powerful. Below, ...
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Integrating Grafana with CloudRadial
For more flexible data visualization, you can plug in a dashboard from any source that allows for publicly embeddable widgets. One such example is Grafana, which can be incredibly powerful. Below, ...