Ryan Canny
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Recent activity by Ryan Canny-
Hi Dan, Just so you are aware the Send Link By Email functionality sends to users and not accounts. As far as your service partners not being able to search accounts I would suggest setting up som...
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Hi Sean, I was not aware of this so thanks for bringing to my attention. I just tested all versions and found the same inconsistencies with the first query step showing 2 instead of 1 (will enter ...
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Hi Michaela - Bridging to v19 is the only way you can add query steps at this time. We will be sure to update this thread when Development has plans to implement this feature in v20. Thanks, Ryan
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Hi Ashley, This appears to be a bug so I have entered a case for our Development team to review. Once this is resolved I will let you know which version the fix went into. Thanks, Ryan Ungerboeck ...
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Hi Theresa, Thank you for clarifying. My apologies for not understanding your question before. If you have both 'Email' and 'Ungerboeck' checked and the user is logged into the system then it wi...
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Hi Theresa, If a user has an activity and the 'Email Recipient Now' box is checked, they will receive an email and an activity notification in the system. If the 'Email Recipient Now' box is not c...
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Hi Tony, My apologies you are correct. The only workaround would be to go to the Add Activity window from Activities and unselect the Email Recipient Now checkbox. Ryan
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Hi Tony, I confirmed with our Development team that the 'Active' checkbox on Add/Email Subject Template only filters based on the event. It does not stop all email notifications of activities. If...
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Hi Kris, I spoke with our Development team and the only way to make this work is through Advanced Rich Text Editor. The non-preferred method is using which is not breaking space character (...
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Hi Abi, Only one activity email notification template can be used across all organizations at one time. Thanks, Ryan Ungerboeck Quality Assurance