Lori Lee

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Activity overview

Latest activity by Lori Lee

  • Lori Lee commented,

    1. Technical Setup
    2. Cloud
    3. Create a Crystal Reports Database Connection in Enterprise

    I'm able to connect and get data if I create a new report, but unable to get data to return on any existing reports.

  • Lori Lee commented,

    1. Technical Setup
    2. Cloud
    3. Create a Crystal Reports Database Connection in Enterprise

    Mike...does this have to be changed for ALL existing reports? I'm opening an existing report and change the server to what you have listed above, but no data comes back in my report.

  • Lori Lee commented,

    1. User Guide
    2. Documents, Email & DocuSign
    3. Email Templates

    I find it difficult as well to determine which subject to use. For example, I want to to go Registration ORder Items, select the registrant and send an email to display the registrant name, functio...

  • Lori Lee commented,

    1. User Guide
    2. Functions
    3. Function Classes

    Can you describe what each of the classes mean?

  • Lori Lee commented,

    1. User Guide
    2. General Registration
    3. Registrant Custom Fields vs. Order Custom Fields

    I found the only way this works for me is if I add the Order Custom Field just above the Payments Group with no page break. Otherwise the Order Custom field will display each time I add a new regis...

  • Lori Lee commented,

    1. User Guide
    2. Functions
    3. Function Classes

    Can a function class also determine IF the function should or should not appear on the Online Registration site? We are trying to figure out how to not display one function from a list of functions...

  • Lori Lee commented,

    1. User Guide
    2. Events
    3. Event Calendar

    Is there a way to publish this calendar online to the web, allowing real time display? I don't want to have to export and upload to the web each time we make an event change.

  • Lori Lee commented,

    1. Public Applications
    2. Registration
    3. Registrant Types

    It appears the resource field is not a required field. If the standard price on the price list is zero for the price list item, I assume we can just leave the resource blank for that registrant typ...

  • Lori Lee commented,

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

    Apparently this is only available in 20.7 and higher? I don't see a PROJECTS option from the main menu in 20.6. All I see in 20.6 is Projects(v19). 

  • Lori Lee commented,

    1. Reporting
    2. General
    3. Export a Report

    How do we export a standard report that doesn't have the EXPORT TO option? For example, the Registrant Confirmation report has parameters to only send to the printer or email. I don't see an Export...