Ryan Canny
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Recent activity by Ryan Canny-
Hi Heather, This can be found under the following article: https://supportcenter.ungerboeck.com/hc/en-us/articles/204848098-Accounts-and-Contacts Thanks, Ryan
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Hi Elisabeth, This is the correct message you should receive for any of the From Ungerboeck workflows on Send Email window as the system looks up documents from Account/Event/Order/etc. For your wo...
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Hi Andreas, What exactly do you mean by the image being responsive?
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Hi Mirko, I just tested this in .98 D and when changing the account status of an account/contact the activity designation status is set to new which is the expected behavior. I am not sure why the ...
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Hi Linda, I just tested this and Rename Report is working on my end. However, since it is not working for you please work with our Client Care team so they can look into this further and create a t...
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Hi Tiina, The Activity Email Notification Template links should not have been removed when inserting additional fields like this. Please reach out to our Client Care team and they can assist furthe...
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Michelle, This would be System Administration feature.
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Hi Michelle, I checked with our Product Management team and Merge Accounts off the main menu is tied to admin features. You will want to check if she has admin features. I hope this helps. Thanks, ...
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Hi Christine, You cannot see pictures in notes on crystal reports but they can be displayed in public portals. I hope this helps. Please let us know if you have any further questions. Thanks, Ryan
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Hi Elisabeth, The 'Send email as' field option to select Single, shared email to all recipients is not available for Scheduled Tasks yet. I would encourage you to post this in our General Product I...