Levin Shum

1. Configuration Guide
2. Registration & Onsite Services
3. Registration Capacity and Waitlist Fields

Is there a way to set a capacity e.g. 20 for early bird pricing for a registration type instead of the entire item itself?

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• Levin Shum
• January 25, 2024 19:38
• 0 votes

1. User Guide
2. Documents, Email & DocuSign
3. Send Documents for Electronic Signature

Can we link email templates and Docusign together? For example, when we send out the documents for e-signatures with Docusign , can we use an email template already created within USI that populate...

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• Levin Shum
• February 02, 2023 23:29
• 0 votes

1. Reporting
2. General
3. Processing Scheduled Tasks

It's all good now. Turned out when switching from On Premise to Cloud, I am now using my own account instead of USIADMIN. And my account has multiple roles that one of them denied the scheduled rep...

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• Levin Shum
• April 08, 2022 17:26
• 1 vote

1. Reporting
2. General
3. Processing Scheduled Tasks

Hi Zak, I tried that just now, with different reports too. But no luck... Which version of v30 are you on? And hotfix? Thank you, Levin

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• Levin Shum
• April 06, 2022 00:08
• 0 votes

1. Reporting
2. General
3. Processing Scheduled Tasks

Hi Ryan, It's version 30.98B. And yes, those are custom reports. Wondering if there are configurations somewhere to make it appear. Regards, Levin

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• Levin Shum
• March 31, 2022 16:50
• 0 votes

1. Reporting
2. General
3. Processing Scheduled Tasks

Hi there, We are moving to v30 Cloud. When testing the scheduled reports, I couldn't find the schedule option on the report parameter selection screen. Attached the difference between v20 and v30. ...

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• Levin Shum
• March 31, 2022 16:13
• 0 votes

1. Configuration Guide
2. Events & Functions
3. Event Function Statuses

Hi there,   We have a Event/Job/Booking Status that we tried to delete. But it stated that the delete was unsucessful because it is being used. However, on the event screen, I cleared all the filte...

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• Levin Shum
• September 16, 2020 15:56
• 0 votes

1. iEBMS
2. Logon (LOGON)
3. iEBMS Logon Configuration

Hi there, is there any way to set a verification when new users sign up for a new account? Like a verification email that send to the email address that they entered and require them to click on th...

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• Levin Shum
• June 25, 2020 00:25
• Edited
• 0 votes

1. User Guide
2. Accounts & Contacts
3. Save Outlook Meetings to Ungerboeck (Appointments)

Thank you Sean for the information. I will submit a ticket to ask for some info on the Outlook Room Booking module.   Hi Lee, I looked at the discuss there. It seems that it is creating an Appointm...

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• Levin Shum
• June 24, 2019 15:20
• 0 votes

1. User Guide
2. Accounts & Contacts
3. Save Outlook Meetings to Ungerboeck (Appointments)

Hi there,   Wondering if there's a way to push Outlook Meetings into Ungerboeck as a new Event? If not, is this feature on the road map? Just curious as my team asked me that.   Thank you, Levin

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• Levin Shum
• June 18, 2019 22:18
• 0 votes