R.C. Chancy
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Recent activity by R.C. Chancy-
If a person is a contact on multiple accounts, and we want to remove them from all of the accounts, do we have to remove them from each individual account, or is there a way to remove them from all...
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When I ran the synchronization, it said nobody can be signed in when synchronizing. Does that mean nobody but me? Because I have to be signed in to perform this action. The process seemed to comp...
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I don't have Event CRM on my Main Menu. Is there another article for this subject? I believe I have to do it in v19.
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Should the User be removed from their existing role, or is it OK to leave them in their role (e.g., "Events") and the EBMS Administrators role? I was under the impression that it is bad to have so...
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I don't have the "..." either.
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One of our users inadvertently moved an event that had already been closed. Is there a way to prevent that?
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When we copy an event forward, the default status for the new event is "Tentative." Is there a way for us to make the default status "Holding Space?"
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Is there a way to hide one of the items in the list? We have one that will not be used going forward, but still needs to appear in past events for which it was selected.
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If an event is archived, will the orders still be included in reports such as the "Event Revenue Statistics Report" and "Food and Beverage"?
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Can an email signature be removed for a single email without it being completely deleted for all emails?