Ryan Canny

1. User Guide
2. Accounts & Contacts
3. Accounts and Contacts

Hi Mirko, Yes, I just tested this on my end and am receiving the same behavior as you are for Account Rep field not syncing correctly from the account to a contact tied to it. This appears to be a ...

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• Ryan Canny
• May 03, 2023 16:07
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• 0 votes

1. User Guide
2. Accounts & Contacts
3. Accounts and Contacts

Hi Mirko, Can you explain what you mean by the Account Rep field not being in sync for accounts and contacts? Thanks, Ryan

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• Ryan Canny
• May 02, 2023 16:34
• 0 votes

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

Hi Ian, To my knowledge there is not a way to inactivate a COWF configuration in the system without actually deleting it. I would recommend posting on the CRM Product Ideas Forum (see link below) s...

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• Ryan Canny
• May 01, 2023 16:05
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• 0 votes

1. Reporting
2. General
3. Report Scheduler

Hi Missy, On the Add Scheduled Task(s) window the Email Template field is only enabled on Send To Email option when coming from a report list. If you really need this run the report from the report...

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• Ryan Canny
• April 25, 2023 17:47
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• 0 votes

1. User Guide
2. Accounts & Contacts
3. Accounts and Contacts

Hi Gavin, I would recommend going to (https://supportcenter.ungerboeck.com/hc/en-us/articles/211175218-Auto-Generated-Account-Codes-for-Accounts) for more information. Once an account or contact ha...

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• Ryan Canny
• April 24, 2023 14:47
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• 0 votes

1. User Guide
2. Ungerboeck Spreadsheet
3. Ungerboeck Spreadsheet Troubleshooting

Hi Gavin, I would recommend you reach out to our performance team to see if there is an issue with your database.  They would also need to know the version of the excel reporting add-in you current...

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• Ryan Canny
• December 09, 2022 14:58
• 0 votes

1. User Guide
2. Documents, Email & DocuSign
3. Create Word Merge Documents Using the Office Add-In

Hi Gavin, I would encourage you to reach out to your Customer Success Manager so they can help walk you through this process. Thanks, Ryan

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• Ryan Canny
• October 31, 2022 13:48
• 0 votes

1. Reporting
2. General
3. Data Model

Hi Rebecca, Can you provide a screenshot of the error you are seeing? Thanks, Ryan

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• Ryan Canny
• October 07, 2022 13:47
• 0 votes

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

Hi Michelle, Currently there is not a way to configure the text size in COWF. Ryan

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• Ryan Canny
• September 19, 2022 21:46
• 0 votes

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

Hi Michelle, This is a preset email confirmation that is sent by Ungerboeck so it is not editable. If you want to override the system's email you can use your own email template. Thanks, Ryan

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• Ryan Canny
• September 15, 2022 19:19
• 0 votes