Evan G
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Articles
Recent activity by Evan G-
Installing the Mac Agent
The Mac data agent inventories hardware and software information and sends it to CloudRadial's infrastructure reporting. A CloudRadial Mac install script is available under Partner > Clients > Age...
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Creating Unique Tokens with Automations and Service Requests
You can create place holders using the Script / JSON ID field in for questions in your form that will fill in designated tokens in your Email and Webhook activities. Assigning a Unique ID to a Que...
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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...