Evan G
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Articles
Recent activity by Evan G-
Add the CloudRadial CSAT to ConnectWise
Adding the CloudRadial CSAT embed code to a ConnectWise email template is easy. Once you get the CSAT embed code, you can paste it into the event that you send it to your client after a ticket is c...
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Add the CloudRadial CSAT to Kaseya BMS
Adding the CloudRadial CSAT embed code to a Kaseya email template is easy. Once you get the CSAT embed code, you can paste it into the event that you send it to your client after a ticket is comple...
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Predefined Tokens with Automations and Service Requests
Utilizing Automations with Service Requests will allow you to take advantage of some predefined tokens that are defined when the form submission happens. You can learn more about Automations here. ...
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Add the CloudRadial CSAT to Autotask
Adding the CloudRadial CSAT embed code to a ConnectWise email template is easy. Once you get the CSAT embed code, you can paste it into the event that you send it to your client after a ticket is c...
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Add the CloudRadial CSAT to Syncro
Adding the CloudRadial CSAT embed code to a ConnectWise email template is easy. Once you get the CSAT embed code, you can paste it into the event that you send it to your client after a ticket is c...
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Integrating Projects in CloudRadial with ConnectWise
Integrating your ConnectWise PSA with CloudRadial enables Projects inside your portal. If you haven't already done this, go to Setting Up the ConnectWise API Integration with CloudRadial; ensure th...
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Understanding Projects in CloudRadial UCP
Integrating projects into CloudRadial provides the ability to collaborate and communicate with clients on their projects from directly inside the portal. With this integration, you can show project...
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Show Courses on Recommended Page for the University Tab
You can decide what courses you would like up front and center in the initial courses page when users go to the University tab in their client portal. You can do this by: Clicking Edit on the de...
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Pinning the Portal Application in Teams
To pin the CloudRadial Portal app, you'll need to tweak the app policies in your Teams Admin Center for your client. You can access the Teams admin center through https://admin.microsoft.com. ...