Ryan Canny
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Recent activity by Ryan Canny-
Hi Jaime, The DocuSign integration is designed that you are not able to resend an envelope from Ungerboeck. However, you should be able to go to your envelope in DocuSign under Manage > Envelopes a...
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Thanks for letting me know Elisabeth. Glad to hear you will be upgrading to .97B soon. Yes, I tested in .97B as well and did not have any issues.
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Hi Elisabeth, Can I ask which Ungerboeck version and patch you are currently on? I followed your recreation steps in our Quality testing environments and for the order registrant when selecting Fro...
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Hi Kieron, We recently made some changes to Activity Email Notification Templates and patched them to .97 B and .96 F a few weeks ago so once you are on the latest hotfix branch this should resolve...
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Hi Mag, Currently, it is not possible to add a lead to an existing account in Ungerboeck. Leads are for if you are unsure whether to convert to an account yet or not. If you already have an account...
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Hi Stacey, This is currently on our roadmap as a future enhancement but no timetable on when it will be completed by from Development. We will update this thread once it is available. Thanks, Ryan
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Hi Joey, Can you let me know what current version of Ungerboeck you are on? I have looked at all versions and the Merge Accounts action is there and functioning as intended. Thanks, Ryan
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Hi Michelle, On the Edit Email Signature window you will want to click the Image button not the Insert Ungerboeck Link button to open up Image Properties. Please let me know if you have any furthe...
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Hi Joey, Yes, you will still be able to view the account if inactivated as it will be in archived/orphaned accounts. I hope this helps. Thanks, Ryan
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Hi Bonnie, Are you able to provide more information so we can determine what the issue might be? Thanks, Ryan