Difference between revisions of "FAQ"
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| + | === How to upload a file to a specific Contact === | ||
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| + | On the Contact Detail Screen, use the --actions-- pulldown menu option "Upload a file or Document" | ||
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== Formatted Text == | == Formatted Text == | ||
Revision as of 14:47, 9 February 2022
How to upload a file to a specific Contact
On the Contact Detail Screen, use the --actions-- pulldown menu option "Upload a file or Document"
Formatted Text
How to insert a hyperlink in a formatted text field
see https://houghtonsolutions.net/wiki/index.php?title=User_Guide#Formatted_Text_Fields
How to insert an image in a formatted text field
see https://houghtonsolutions.net/wiki/index.php?title=User_Guide#Formatted_Text_Fields
Email issues
How to detect HS email auto-responders that failed to send
Go to Reports->Contact Reports->Contact Activity Report
Then choose the following filters: Activity type "Email", and Result "Error - failed to send"
