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  1. CloudRadial
  2. CloudRadial Unified Client Portal
  3. Using CloudRadial UCP

Using CloudRadial UCP

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This section covers the usage of the Unified Client Portal.

  • Using the CloudRadial API
  • Using Ticket Links
  • Using Tokens in Articles and Messages
  • Using the Calendar Feature
  • Using the Messaging Feature
  • Using the Client Scoring Feature
  • Using the Meetings Feature
  • Using the Desktop Tray Application
  • Using the "Edit All" Function
  • Using The Planner
  • Understanding Infrastructure Icons and Colors
  • Menu Item Tokens
  • Scoring Clients
  • Copying, Exporting, and Importing Content
  • Using CloudRadial Icons
  • Using the Media Library
  • Defining Policy Parameters
  • Running Local Programs From Menu Items
  • Benchmarking CPU Performance
  • Using Office 365 Colors
  • Using Marketing Lists + Mailchimp Integration
  • Predefined Routing Tokens
  • Syncing on User Principal Name (UPN)
  • Impersonating Users
  • Customizing CloudRadial's Menu Text and Language
  • Handling Autotask Child Companies
  • Understanding the Infrastructure tab in CloudRadial
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