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"