Melanie Alldis

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

Hi, Is there a way to delete headings & subheadings from the Email & Merge Templates.  I have created a few that I need to delete but am unable to find them via the account or event templates, and ...

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• Melanie Alldis
• October 24, 2018 02:15
• 0 votes

1. User Guide
2. Sales
3. Sales Opportunities

Hi, is there any reason why when saving changes to an existing opportunity that there is a difference between the OK & save button and the save Icon button.  I ask as when we save using the icon bu...

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• Melanie Alldis
• April 06, 2018 02:25
• 0 votes

1. User Guide
2. Events
3. Event Statistics

Is it possible to create an extra column to enter figures within the Statistics tab, i.e. Pick Up.?

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• Melanie Alldis
• January 19, 2017 06:11
• 0 votes

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

Is it possible to limit headings to a role in 20?

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• Melanie Alldis
• March 08, 2016 05:47
• 0 votes

1. User Guide
2. Events
3. Event Calendar

Hi, Is there a way in V20 we can add the type of event, PAX and Event manager to the Event Calendar. We have created this in 19 and would like to replicate if possible in V20. Thanks, Mel

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• Melanie Alldis
• December 10, 2015 05:07
• 0 votes