Ryan Canny

1. Configuration Guide
2. Notes & Activities
3. Activity Notifications

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...

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• Ryan Canny
• March 13, 2020 18:27
• 2 votes

1. User Guide
2. Ungerboeck Add-Ins
3. Install the Microsoft Outlook, Office & Excel Reporting Add-In

Hi Karl, This is what it looks like on my machine.  

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• Ryan Canny
• January 05, 2023 15:02
• 1 vote

1. User Guide
2. Ungerboeck Add-Ins
3. Install the Microsoft Outlook, Office & Excel Reporting Add-In

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

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• Ryan Canny
• January 04, 2023 20:59
• Edited
• 1 vote

1. Configuration Guide
2. Notes & Activities
3. Note Sensitivities

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...

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• Ryan Canny
• September 15, 2022 13:36
• 1 vote

1. User Guide
2. Accounts & Contacts
3. Account and Contact Import Tips

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 ...

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• Ryan Canny
• July 05, 2022 15:01
• 1 vote

1. Configuration Guide
2. Notes & Activities
3. Activity Notifications

Hi JK, Moving to v30 will give you the capability to configure the layout on activity notifications. Thanks, Ryan

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• Ryan Canny
• February 24, 2022 19:52
• 1 vote

1. User Guide
2. Notes, Activities & Checklists
3. Checklists

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...

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• Ryan Canny
• November 30, 2020 20:45
• 1 vote

1. User Guide
2. Ungerboeck Add-Ins
3. Install the Microsoft Outlook, Office & Excel Reporting Add-In

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...

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• Ryan Canny
• November 11, 2020 18:58
• Edited
• 1 vote

1. Configuration Guide
2. Notes & Activities
3. Create Activities for a Note

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...

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• Ryan Canny
• November 15, 2023 22:00
• Edited
• 0 votes

1. Reporting
2. General
3. Save Different Report Settings on a Report Prompt Window

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...

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• Ryan Canny
• November 15, 2023 21:45
• Edited
• 0 votes