Evan G
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Articles
Recent activity by Evan G-
Troubleshooting Login Loop When Accessing the CloudRadial Portal
OverviewIf a user is experiencing an authentication loop when trying to access the CloudRadial portal - where the login page keeps redirecting back to itself without completing sign-in - the issue ...
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"Duplicate Contact" Error When Syncing Support PINs to ConnectWise
If you're seeing an "InvalidObject" or "contact object is invalid" error when CloudRadial attempts to sync a Support PIN to a ConnectWise contact, this article explains what causes it and how to re...
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Syncing Contact Details from Microsoft 365 Users to HaloPSA
CloudRadial can sync Microsoft 365 user data directly to HaloPSA contacts, keeping both systems up to date automatically. When enabled, changes made in M365 - such as a new hire, title change, or p...
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How to Set Up User Types for Type Mappings in HaloPSA
Type mapping allows Partners to automatically control which HaloPSA contacts sync to CloudRadial, who gets portal access, and how users are categorized - all based on a custom field value in Halo. ...
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CloudRadial UCP API: Catalog Question Type Reference (CatalogQuestionType Enum Values)
When working with the CloudRadial Catalog API, the question type field uses an enum called CatalogQuestionType. The REST endpoint (/v2/catalog) returns numeric integer values, while the OData endpo...
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Company Level PSA Overrides
In CloudRadial UCP not only can you setup PSA Boards at the global level (Connecting Your PSA to CloudRadial UCP – CloudRadial), you can also set an override at the company level to provide a uniqu...
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Troubleshooting Storefront with ConnectWise Opportunities and Contact Syncing
When using the CloudRadial Storefront integration with the Unified Client Portal, Opportunities require properly synced contacts between your PSA and CloudRadial. This article covers common issues ...
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Triggering Webhooks to Microsoft Teams from Feedback and Forms
Webhooks in CloudRadial can be triggered when users submit tickets or feedback. You can use the webhook to directly send notifications to a channel in Teams.*Note: Company tokens are accepted here ...
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Header and Body Script CloudRadialUserInit Function
The CloudRadialUserInit function is an external JavaScript function that is declared but not implemented within the CloudRadial Angular application. This enables header scripts and body scripts to ...
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Troubleshooting: ConnectWise Status Workflows
This article will assist in specific issues regarding CloudRadial CSA Status workflows and ConnectWiseClicking the button to change the status on the ticket results notes that the status update but...