Kaitlyn Batliner
- Total activity 144
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 3
- Subscriptions 76
Comments
Recent activity by Kaitlyn Batliner-
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...
-
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
-
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...
-
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...
-
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...
-
Hi R.C., My apologies! Step 5 should say click on "Insert Ungerboeck Image", which will open the Insert Image window. On the Insert Image window, you will be able to see the "..." as the image belo...
-
Himanshu, glad to help! Sean, thank you for the suggestion! I have passed the feedback on to Product Management. Have a great day to you both! Kaitlyn Skubic Ungerboeck Quality Analyst
-
-
Hi Kris, Once an opportunity is created for a particular account, you cannot swap it out for another account. What you can do though is Edit Opportunity. On the Edit Opportunity window, click Tools...
-
Hello Eileen, When adding new organization accounts, email + name and class are being checked. When adding new individual accounts, first name + last name + postal code + company name and class + e...