Kaitlyn Batliner
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Recent activity by Kaitlyn Batliner-
Hello Alex, Great question! When creating an account or contact, Active, Prospective, and Inactive Accounts will be suggested as Duplicates. Purged accounts will not be suggested. Thank you and hav...
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Hi Allyson, To answer your first question, when you add an Event Activity Checklist to an Event, the prompts for each activity on the checklist appear in the order in which the activities were add...
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Hi Kris, There could be a couple of situations at hand. First, you may have the field renamed to a different phrase. Second, if you go to Edit Layout on the Edit Contract window and search for Deci...
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Hi Kris, Please submit an Enhancement Request for adding Decision Date as an available option for the Due Date field when adding an Activity to an Event Activity Checklist. Could you please further...
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Hi Anna, Can you provide your work flow and specifically which window you are trying to use the affiliation filter? If you have assigned Affiliations to Contacts, then you will need to go to the Co...
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Hi Kris, A couple things to double check. First, after installing the new Outlook Addin, I would recommend closing Outlook and reopening. Second, make sure the Addin is not disabled (I have had thi...
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Hi Nancy, I apologize for the difficulty here. I would recommend reaching out to Client Care and have them take a look. Thank you, Kaitlyn Batliner Ungerboeck Quality Analyst
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Hello Ayal, Currently, there is no way to turn off the automatically generated activities from the Customer Opportunity Web Form submissions. However, there is an enhancement request in for the abi...
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Hi Kris, Sean is correct. The 'Select Email Template' is hidden when going to the Send Email window from the global navigation bar because there is no context for a template to be able to merge dat...
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Hello Ayal, Unfortunately, neither are possible within COWF currently. Please enter an enhancement request for the workflow mentioned above. Thank you and have a great day! Kaitlyn Skubic Ungerboec...