Ryan Canny
- Total activity 281
- Last activity
- Member since
- Following 0 users
- Followed by 1 user
- Votes 1
- Subscriptions 175
Comments
Recent activity by Ryan Canny-
Hi Shelby, At this time there is not a way to attach a document to an activity notification. If there is enough support for this on the Support Center we may look at making an enhancement for a fu...
-
Hi Karl, This is what it looks like on my machine.
-
Hi Karl, As a follow-up to Q2 from Dustin's comment here is a screenshot of the default add-ins. I hope this helps. Thanks, Ryan
-
Hi John, Yes it is possible. On Note Classes in Ungerboeck back-office you can go into the specific note class and change the sensitivity field there. When a note is then added after your change it...
-
Hi Bunyemin, Yes, you should be able to import affiliations to an existing individual account (contact). Please reach out to our Client Care team so they can review your import file and recreation ...
-
Hi JK, Moving to v30 will give you the capability to configure the layout on activity notifications. Thanks, Ryan
-
Hi Jason, I tested this in our Quality environments and like you did not receive an email notification when an activity checklist was created. I have entered a case for our development team to revi...
-
Hi Asli, I received the following information from our developer who works on the Outlook / Office add-ins. These are the corrections and enhancements made for 1.7 and above releases. I would recom...
-
Hi Pam, It looks like you are wanting to be able to customize the activity text for when an event is created which is not possible at this time. I would encourage you to re-post this in the CRM Pro...
-
Hi Theresa, I checked with our Product Management team and this is still on the roadmap but no timeline on when it will be worked on by Development. Once we have more information we will be sure to...