Kaitlyn Batliner
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Recent activity by Kaitlyn Batliner-
Hi Tony, Another thing to check would be the User settings for your users in the Test environment and adjusting their Activity Notifications accordingly. Off of the Main Menu, go to the Users windo...
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Hi Brandy, When you log into Ungerboeck, go to the Main Menu and search for Email and Merge Templates. Edit the template you are wanting to add the wildcard to the Email Subject. Is the Template su...
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Hi Brandy, What is the email and merge template subject? Kaitlyn Batliner Ungerboeck Consultant
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Hi Brandy, To enter wildcards in the subject line of an email and merge template, click in the Email Subject field and click Shift +F2. The wildcard window will display and you can choose the vario...
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Hi Tash, Then, yes, I agree. The first suggestion of ensuring the opportunity type allows for duplicates would be the best route to take here. A lot of times, our customers will have an opportunity...
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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...