Kaitlyn Batliner
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Recent activity by Kaitlyn Batliner-
Hi Joey Lynn, Base/Composite is an computed field. When you add Components to the Space in the Components tab and Save, the field will automatically update to Composite. If no Component spaces are ...
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Hi Michelle, Below are the optimal image sizes for the Resources that will be made available on Order Processing component of OSB: Main/Title Image: 200x150 (4:3 ratio)Details Image: 275x206 (4:3 r...
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Hi Mudit, When you add an activity and select multiple Recipients, an activity gets added for each Recipient selected. Therefore, each activity entry has only 1 Recipient. Each recipient will recei...
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Hi R.C. Please see the following article that speaks to replacing resource codes. Through this process, not only can you change the resource code, but can also change the resource type that the res...
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Kris is correct. The 'Automatically add an Opportunity with each submission' is removed with 20.93 and is no longer necessary. If one or more opportunity types are selected on the Opportunity Types...
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Hi Ashley and Kris, Please see the post above. Thank you, Kaitlyn Batliner Ungerboeck Consultant
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Hi Ashley, With the 20.93 release, Opportunity Types now has its own section. You may need to Edit Layout of the Edit Customer Opportunity Web Form Configuration window and go to Manage Sections to...
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Hi Thomas, Thank you for the additional information. That helps narrow down the issue. Please check and see if the user is checked for remote access. Kaitlyn Batliner Ungerboeck Consultant
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Hi Thomas, Only the Bill-To relationship type and the Bulletin Coordinator relationship type have functionality written behind them. Bulletin Coordinator is for our DMO clients utilizing Ungerboeck...
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Hi Thomas, v19 uses 'Menus' to control what a user has access to. v20 uses Roles to control what a user has access to. When you make the move from v19 to v20, these 'Menus' are moved into the Roles...