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Sending Emails

Comments

42 comments

  • Sean Tame

    It is a shame that great functionality from v19 is being lost and going back into the Enhancement queue.

  • Hope Saldaña (TEST)

    Hi Sherri,

    The "To:" field also pulls from the distribution lists. All you need to do is start typing in the distribution list name and it should pull up that list for you.

  • Theresa Gorman

    Perfect Maggie - thankyou

  • Sherri Hines

    How do you add an established email distribution list as the "To:"?

  • Michelle Herson

    Thanks Dustin!  I'll submit a request now.

  • Elisabeth Bollmann

    Hi All,

    I have some pdf documents saved in an event and want to attach these when sending an email to a registrant. But when I click right on the order registrant, select "send email" and then select "add attachment - from ungerboeck - from event", I can't find the documents that are saved in any of the events I am working with. In the search window there are no filters set. When I filter for the event I am currently working on, no documents are shown.

    The only documents I can see are documents uploaded by other users (Subject: event document, Sensitivity: Internal, Event: [0])

    Is this a bug or can I change any settings?

    Thanks, Elisabeth 

  • Ryan Canny

    Thanks for letting me know Elisabeth. Glad to hear you will be upgrading to .97B soon. Yes, I tested in .97B as well and did not have any issues.

  • Gavin Gilmartin

    Can you specify a CC email address to be automatically populated when emailing a particular account?

  • Levin Shum

    Thank you Kaitlyn for your suggestions.

    I guess there's no way to set the  To:  field on the main email screen (without going into the Advanced Search) such that when users type in 3 characters. then it will automatically display only the emails related to the Company of the event right? If this is not do-able, I will explore ways to define a view with a layout that would automatically filter down using your suggestions above.

    Thank you,

    Levin

  • Ryan Canny

    Hi Michelle,

    Do you have the task engine running?  The email will stay in waiting mode unless you have this on.

  • Alicia Montgomery Dunlap

    is there a way the schedule the sending of emails? For example: scheduling emails for registration reminders to automatically send 1 week & 1day prior to an event.

  • Carrie Spalding

    Sarah,

    Please submit a ticket to client care so they may look at it more closely.

    Thank you!

    --Carrie

  • Sarah Gore-Clough

    When you have the spell check on for sending emails if you start the spell check but then want to cancel and make amendment to the email = if you press cancel it still closed the window and sends the email. How can the cancel button be used without sending the email.

  • Kris Corrigan

    We cant seem to find all our staff when sending an email although the 'Personnel' tab is 'Active', is their any reason why this might be the case.

  • Maggie U.

    Hi Michelle,

    We are putting together some information about this. Once we have it ready, we'll reply with the details.

    Thanks!

    Maggie

  • Kris Corrigan
    OK thanks Maggie I have found another thread on which I will comment now which I have seen you involved in. Emailing Purchase Orders for Approval
  • Kaitlyn Batliner

    Hi Levin,

    In v20, you are able to utilize the Advanced Search in the 'To' drop down on the Email window.

    On the Advanced Search Accounts window that arises, there is various filters that you are able to utilize to narrow down the specific account/contact you are looking to email. Of them, the 'Company field or the 'Name - Primary Account' may be beneficial ones. Also, if you type the organization's name in the 'Search For' field and click Search, both organizations and individuals (contacts) will arise in your results.

    For example, if I entered "Genome British Columbia" in the 'Search For' field, Genome British Columbia should arise as well as any contacts of Genome British Columbia.

    Once you see the contact you wish to add to the email, highlight them and click Select at the bottom of the window. Once the Advanced Search Accounts window closes, the contact's email will be in the 'To' field of the Email window.

    Best,

    Kaitlyn Batliner

    Ungerboeck Consultant

  • Maggie U.

    Hi Theresa,

    You can type in free form email addresses.  The drop-down will show to attempt to match existing email addresses in the database but once you enter the email address and use tab to move from the To address field, the email address you typed in will remain.

    Thanks,
    Maggie

  • Kayla Boyter

    Yes, we found it under our folders tab in V19.8. Thanks!

  • Hope Saldaña (TEST)

    Hi Kris,

    Check to see if their personnel accounts have email addresses. The email dropdown will pull from the personnel account information. If there is no email on the personnel account, that person will not display in the email dropdown. If you are having further trouble with this, please submit a case to helpdesk@ungerboeck.com.

    Thanks!

  • Bec Hassan

    Is there a way to insert an image into the email body? I can see the option but it doesn't seem to let me upload one from my files, and only wants a link.

  • Michelle Herson

    Hello,

    When sending an email, one of the new options under tools in v30.96 is Schedule.  Can anyone point me to a guide on how to use that feature?

    Thank you,

    Michelle

  • Kayla Boyter

    We recently upgraded to V19.8 temporarily and will be moving all users to V20 in the next couple of months. One user sent emails through Ungerboeck and the emails did not copy to the diary notes. Apparently this did happen in the older version of 19. Will this be fixed in V20?

  • Kim Boettcher

    Hi Alicia!

    Unfortunately, it's not possible at this time to schedule the sending of emails.

     

  • Lea Tenore

    Hello R.C.

    If you would like to restrict the email ability in a role, you can use Access Exceptions for that role.  Start by accessing the Roles screen and edit the role you wish to restrict emailing.  On the Access Exceptions tab, in the Actions section select the Deny button.  On the Deny Role Action Access screen search for email in the description field and click the search button to see the results.  Select all the actions to be restricted for the role and click the Select button.  Those actions will not visible to users assigned to that role. 

    Thank you!

     

  • Kaitlyn Batliner

    Hi Levin,

    Unfortunately, there is not such functionality in v20 at this time, but we greatly appreciate you bringing this to our attention. Please enter an enhancement ticket for our Product Management team to further review.

    Thank you,

    Kaitlyn Batliner

    Ungerboeck Consultant

     

  • Ryan Canny

    Hi Elisabeth,

    This is the correct message you should receive for any of the From Ungerboeck workflows on Send Email window as the system looks up documents from Account/Event/Order/etc. For your workflow you can only select a single registrant at a time to be able to proceed to Select Documents window. When you are sending multiple documents you would receive documents tied to other Events/Accounts/Orders/etc.

    I hope this helps.

    Ryan

  • Ryan Canny

    Hi Elisabeth,

    Can I ask which Ungerboeck version and patch you are currently on? I followed your recreation steps in our Quality testing environments and for the order registrant when selecting From Ungerboeck > From Event on the send email window all event documents show correctly. 

    Thanks,

    Ryan 

  • Ryan Canny

    Hi Gavin,

    At this time Ungerboeck does not have the functionality to auto populate a CC email address when sending an email to a particular account.  

  • Elisabeth Bollmann

    Hi Ryan,

    we are currently on 30.96D but will hopefully soon be able to upgrade to .97B in the coming weeks. I just also checked in our test environment (on .97B) and there it works.

    Thanks!

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