Kaitlyn Batliner
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Recent activity by Kaitlyn Batliner-
Hi Tash, It is possible to have multiple opportunities tied to the same account. Would these multiple opportunities be the same opportunity type? If so, you will want to edit the opportunity type ...
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Hi Kayla, It is best practice to manage Roles on and off privileges, but you can do a combination of users and roles. Therefore, you can break out this single role into the users on the privilege a...
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Hi Kayla, According to your screen shot, you have your roles on the privilege. Therefore, you will be able to adjust the sensitivity level of the users on the Role. Once the Role has been assigned ...
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Hi Gavin, If you have the capabilities, you should be able to write a SQL statement to correct the Headings. If you or an internal resource do not have the capabilities, please reach out to our Ser...
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Hi Pat, You are correct in that the system does not currently check for duplicate email addresses when editing accounts/contacts in back office. In back office, duplicate checking occurs when addin...
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Hello Lee, Currently, we are unable to restrict guest registrant types. If you could, please submit your query on our Registration & Conferences Product Ideas forum, for further review. I have info...
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Hi Kayla, Activity Checklists need to be added to an account, contact, event, etc. in order for the recipient to receive the activities configured on the checklist. In this instance, the Financial ...
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Hi Kayla, To answer your first question, this desired functionality would require custom work. Please feel free to add this workflow as a suggestion on one of our Product Ideas forums. The Product ...
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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 Manage...
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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 ab...