Ryan Canny
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Recent activity by Ryan Canny-
Hi Kris, You first want to make sure your task engine is set up. If you need assistance with setting this up please contact your Customer Success Manager and they can enter an IT ticket on your beh...
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Hi Kris, This is currently the only article we have about scheduled tasks. Are you looking for more information about how to set up a report as a task? Or is there other information you are looking...
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Hi Amy, Can you confirm what the Import Record As field on your step 1 Define Import Default Values window is set to? If it is set to Individual Account and Organization Name (A) the column mappin...
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Thanks for confirming, Levin. Please reach out to our Client Care team and they will be able to troubleshoot this from here.
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Hi Levin, This looks like a custom report you designed using the generic report prompt. Can you let me know what version you are currently on? Thanks, Ryan
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Hi Gavin, At this time Ungerboeck does not have the functionality to auto populate a CC email address when sending an email to a particular account.
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Hi Elisabeth, I confirmed with our Development team that the Custom subject is not equivalent to crystal reports. The email template field is only greyed out if you do not schedule it from a report...
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Hi Elisabeth, Can I ask why you are using Custom Subjects for your email template. What happens when you click Send Test Email? I would recommend using a different subject than Custom for what you ...
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Hi Michelle, Currently it is not possible to set up the Activity Email Notification Template to link to an event activity with Event ID. I would recommend you re-post your question in our CRM Produ...
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Kris, To add an image you will want to go to click on the image icon on your Edit Email Signature window below. On Image Properties you can paste your URL in the URL field under Image Info tab. Li...