Ryan Canny

1. Configuration Guide
2. Documents, Document Management & Email
3. Email Signatures

Hi Kris, On the image URL you can right click and select Image Properties. On the Image Properties prompt window the URL is displayed under Image Info section. I hope this helps. Thanks, Ryan

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• Ryan Canny
• March 08, 2022 15:59
• 0 votes

1. User Guide
2. Notes, Activities & Checklists
3. Add and Manage Activities

Hi Heather, I spoke with Product Management about this and currently there is not a way to keep the activities open when an event is cancelled. You can still see the activities for an event from th...

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• Ryan Canny
• February 23, 2022 17:38
• Edited
• 0 votes

1. User Guide
2. Accounts & Contacts
3. Account and Contact Designations and Statuses

Hi Elisabeth,  I confirmed with Product Management that there should not be a specific designation in the system where the Event Sales status needs to be set to active. Some drop-downs like selecti...

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• Ryan Canny
• November 22, 2021 16:29
• 0 votes

1. User Guide
2. Accounts & Contacts
3. Account and Contact Designations and Statuses

Hi Elisabeth, I checked with our Product Management team on this and if your contacts are active in Registration (but not Event Sales) you should still be able to send emails and select them from d...

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• Ryan Canny
• November 22, 2021 14:42
• Edited
• 0 votes

1. User Guide
2. Accounts & Contacts
3. Account and Contact Designations and Statuses

Hi Elisabeth, Can you elaborate on what you mean by functionalities?  As long as you have the Event Sales status set to active for the contact under Account Status section that should be all you ne...

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• Ryan Canny
• November 19, 2021 17:34
• 0 votes

1. Configuration Guide
2. System Administration
3. Configure User Defined Fields (UDFs)/Custom Field Sets

Hi Helen, Development reviewed the case I mentioned in my previous post but it was not related to the issue you found. Can you please work with Client Care so they can get a case entered for you. T...

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• Ryan Canny
• October 13, 2021 16:23
• 0 votes

1. User Guide
2. Documents, Email & DocuSign
3. Electronic Signature Envelopes

Hi Jaime, I have entered a case for Product Management to review our current Electronic Signature Envelope process further but I do not have a timeframe for when this will get looked at.  As soon a...

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• Ryan Canny
• October 12, 2021 23:47
• Edited
• 0 votes

1. Configuration Guide
2. System Administration
3. Configure User Defined Fields (UDFs)/Custom Field Sets

Hi Helen, Our Development team is currently in the process of reviewing a case entered for the issue you are reporting.  There should be a correction made for this soon.  If we have any further upd...

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• Ryan Canny
• October 12, 2021 18:37
• 0 votes

1. User Guide
2. Documents, Email & DocuSign
3. Electronic Signature Envelopes

Hi Jaime, I am having our Product Management team review our resend envelope process further.  As soon as I have an update I will be sure to let you know.  Best, Ryan

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• Ryan Canny
• September 29, 2021 15:37
• 0 votes

1. User Guide
2. Documents, Email & DocuSign
3. Electronic Signature Envelopes

Hi Jaime, My apologies as there is actually an option on the Electronic Signature Envelopes window in Ungerboeck to re-send.  All you need to do is select the envelope and Re-Send Envelope for Elec...

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• Ryan Canny
• September 28, 2021 19:40
• 0 votes