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lee mcdermott

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lee mcdermott last won the day on February 20 2018

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  1. Hi, is there any way to get a template to be added by default to an email when composing an email in hornbill? I can see that you can create and manage templates, but it appears you have to select your template every time you want to send one? Can it be defaulted to add one as soon as you select compose?
  2. Hi is it possible to set the All sites as the default when logging a call. See image below it always defaults to customer site which we dont have setup so always have to select All sites before we can select a site. thanks lee
  3. yes me too. sorry just seen thispost and have just raised a new post for the same thing.
  4. i know this is the wrong area to raise this but wasn't sure where else it would fit. But is anyone aware of any issues accessing the success\support website https://success.hornbill.com/hornbill/. I was wanting to log a service request but the site is not accessible. thanks lee
  5. Do custom fields still have a character limit of 255? (asking for a friend) thanks lee
  6. @Steven Boardman ah great thanks. Got that now, will give it a test now thanks lee
  7. @Steven Boardman Hi steve, im just setting this up I have the decision node setup, but as it is looking at the last node outcome which is as below, do I need to specifiy the outcome on this node to look at the specific custom field (h_custom_a in my case) that will have the name in i want to check against? how does the decion (custom expression) know which outcome to check against or does it look at all fields completed on the form for any match? (hope that makes sense)?
  8. @Steven Boardman brilliants thanks steve I will give this a go. There wont be a need to match them from the pro cap form as the field will be a plain txt field where the person completing the form will just manually enter a person name. I just want to then capture that name as it could be anything and generate the email if it is a list list of people. Obviously the key will be the user completing the form and spelling correctly to match I guess. But I could possibly use and email address as the name to match so should hopefully always be spelt correctly. I will give it a go and let you know if I get stuck with the expressions. thanks lee
  9. @Steven Boardman thanks steve, so basically an answer on a form is to provide a users name, then I want the BP to generate an email if any name given on the form matches a pre populated list of names. the list will probably be about 10 - 15 names. if the name doesnt match it continues as normal through the BP. it sounds like from your explanation that this would work i think lee
  10. Hi, Is it possible during the BP for it to check against the text in a custom field from the Pro Cap form against a pre populated list? if it finds a match to then perform another action i.e. send an email? thanks lee
  11. @Victor ok thanks victor im off now so wil lcatch up next week have a good weekend.
  12. @Victor ah ive just done it..its a bit confusing becasue when creating the mailbox it has the option for a role (which was laready created so i selected it. which didnt work i tried again without adding the role then saved ok. However now when i go back to roles I get the same issue on the role it wont let me add the new shared mailbox as it says i don not have acces to the mailbox? its all very confusing
  13. Hi I am trying to create a new shared mailbox but keep getting the below error I have created a new role first and assigned myself to it. then gone to create new shared mailbox and when trying to select save get this error. I dont understand why it would say you do not have access to something i haven't created yet? any ideas? lee
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