Craig Mather
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Activity overview
Latest activity by Craig Mather-
Craig Mather commented,
Hi Kris Thank you for your question. I have done some further investigation into this and can confirm that it is not currently possible to do this in v20. It is currently recommended that you go ...
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Craig Mather created an article,
Document Classes
Document classes organize documents for easier filtering and searching and classifies them with labels such as Email, Word document, HTML, etc. Document classes are USI defined. You cannot add new ...
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Craig Mather created an article,
Back Up a Database without EBMSDocs
This article contains information for On-Premise accounts. If your account is hosted in the cloud, this article is not applicable. If you use Document Management, you can reduce your databas...
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Craig Mather created an article,
Question Marks Appearing in Emails
If question marks appear inside of emails, you may need to update the Email Encoding organization parameter to UTF-8. To do this, follow these steps: From the Main Menu, search for and select O...
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Craig Mather created an article,
Searching on Screens Does Not Return Results
This article contains information for On-Premise accounts. If your account is hosted in the cloud, this article is not applicable. If results are not displaying when searching on screens,: ...
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Craig Mather created an article,
Enable or Disable Automatic (System Created) Notes
There are various notes generated by the software such as when an event changes status or if a service order item is deleted. To enable or disable these automatic notes: Click the Note Classes lin...
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Craig Mather created an article,
Add a Report to the Main Menu
You can add reports to the Main Menu so users do not have to navigate to a particular screen to run a report. From the Main Menu, the only report parameter that is automatically passed is @Organiza...
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Craig Mather created an article,
Create Exhibitors From Other Events
When working with a new event, you may want to bring over a list of exhibitors from other previous events. This is often used when you want to bring in exhibitors from several events at one time. T...
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Craig Mather created an article,
Configure for A4 Printing
To print reports on A4 paper, follow the below steps: Click the Organization Parameters link from the Main Menu. The Organization Parameters page opens. Locate organization parameter AA (applicati...
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Craig Mather created an article,
Undo Check Out of Other Users' Documents
The system can be configured to allow for an Undo Check Out to be performed on other users' documents if necessary. This is often used if a user has left the organization or if a user has gone on ...