Kaitlyn Batliner

1. Configuration Guide
2. Resources & Price Lists
3. Add a Resource Type

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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• Kaitlyn Batliner
• October 24, 2018 17:12
• 0 votes

1. Public Applications
2. Customer Opportunity Web Forms
3. Customer Opportunity Web Forms

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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• Kaitlyn Batliner
• October 09, 2018 15:44
• 0 votes

1. Public Applications
2. Customer Opportunity Web Forms
3. Customer Opportunity Web Forms

Hi Ashley and Kris, Please see the post above. Thank you, Kaitlyn Batliner Ungerboeck Consultant

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• Kaitlyn Batliner
• October 09, 2018 15:26
• 0 votes

1. Public Applications
2. Customer Opportunity Web Forms
3. Customer Opportunity Web Forms

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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• Kaitlyn Batliner
• October 09, 2018 15:24
• 0 votes

1. Configuration Guide
2. Users & Roles
3. User is Not Authorized for Usage Message

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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• Kaitlyn Batliner
• August 29, 2018 13:34
• 0 votes

1. Configuration Guide
2. Accounts & Contacts
3. Configure Relationship Types

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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• Kaitlyn Batliner
• August 28, 2018 19:25
• 0 votes

1. Configuration Guide
2. Users & Roles
3. User is Not Authorized for Usage Message

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...

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• Kaitlyn Batliner
• August 28, 2018 14:58
• 0 votes

1. Public Applications
2. Customer Opportunity Web Forms
3. Customer Opportunity Web Forms

Hi Jo, The restriction should be enforced on the public facing site. Please submit a ticket so development can further review. Thanks! Kaitlyn BatlinerUngerboeck Consultant

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• Kaitlyn Batliner
• August 03, 2018 17:13
• 0 votes

1. Configuration Guide
2. Documents, Document Management & Email
3. Document Headings and Subheadings

Hi R.C., If you are looking to view documents system wide based on specific heading/subheading, you can go to the Find Documents window off of the Main Menu. In the Advanced Search, there should be...

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• Kaitlyn Batliner
• July 09, 2018 14:19
• 0 votes

1. Configuration Guide
2. Resources & Price Lists
3. Add a Resource Type

Hi R.C., It is possible to add a new Resource Type without adding a new Resource. Adding a new Resource Type and adding a new Resource do both utilize the 'Add Resource' window (Main Menu >> Resour...

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• Kaitlyn Batliner
• May 10, 2018 21:19
• 0 votes