Dale Rossetti

1. User Guide
2. Navigation
3. Views

With v30.98E, it looks like users need a Professional License to be able to edit Views. Express Licenses cannot do it at all.

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• Dale Rossetti
• January 06, 2023 23:52
• 1 vote

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

What is the difference between "Activities (92)" and "My Activities (147)"? Does "My Activities" always show "Current User" as a search criteria, and you can't change it unless you have the access ...

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• Dale Rossetti
• May 31, 2023 18:17
• 0 votes

1. Configuration Guide
2. Documents, Document Management & Email
3. Document Headings and Subheadings

We've switched fully to v.20; Accounting had been using 19 for quite some time. Their Financial Document Headings appear when listing the documents in the "Financial Documents" window (ex. to group...

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• Dale Rossetti
• September 29, 2020 22:03
• 0 votes

1. User Guide
2. Notes, Activities & Checklists
3. Send an Activity to a Group of Users

Why is it that if we go to just Activities (i.e. not activities for an event, account, service order, etc.) that the Recipient Lists are unavailable? Why do we have to go into Accounts, Service Ord...

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• Dale Rossetti
• May 07, 2019 16:00
• 0 votes

1. Technical Setup
2. On-Premise
3. Enabling SMTP Authentication

Ahhh... found the problem! In the UngerboeckWebConfigurationUtility, I had to add an SMTP user and password. They were blank before. I also had to set our SMTP server as being our Exchange server.

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• Dale Rossetti
• April 30, 2018 21:22
• 0 votes