Kaitlyn Batliner
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Recent activity by Kaitlyn Batliner-
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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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...
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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...