Ryan Canny

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

Hi Eddie, As an administrator of DocuSign you can go to your sent envelopes within DocuSign and select correct from sign/resend dropdown. Here is a user guide from DocuSign on how to correct the de...

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• Ryan Canny
• March 04, 2020 21:07
• 0 votes

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

Hi Dan, Please contact our Client Care team so they can look into the issue you are having further. I am not aware of a specific access privilege stopping a user from being able to use the To filed...

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• Ryan Canny
• August 01, 2019 14:03
• 0 votes

1. Configuration Guide
2. Accounts & Contacts
3. Configure Account Types

Hi Shelby, At this time there is not a way to assign an account type to any account ordering service online through SOP or ESC. However, we would to know more about your business case for needing t...

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• Ryan Canny
• July 31, 2019 16:13
• 0 votes

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

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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• Ryan Canny
• July 31, 2019 15:49
• 0 votes

1. User Guide
2. Campaigns
3. Add a Campaign

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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• Ryan Canny
• April 02, 2019 15:05
• Edited
• 0 votes

1. User Guide
2. Campaigns
3. Add a Campaign

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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• Ryan Canny
• April 01, 2019 18:12
• 0 votes

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

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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• Ryan Canny
• October 10, 2018 14:23
• 0 votes

1. User Guide
2. Navigation
3. User Settings

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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• Ryan Canny
• September 21, 2018 15:17
• Edited
• 0 votes

1. User Guide
2. Navigation
3. User Settings

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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• Ryan Canny
• September 20, 2018 18:48
• 0 votes

1. Configuration Guide
2. Notes & Activities
3. Activity Email Notification Template

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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• Ryan Canny
• March 26, 2018 20:38
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