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Carolyn Chassaigne

  • Total activity 368
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Activity overview

Latest activity by Carolyn Chassaigne
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    Carolyn Chassaigne created an article,

    How can I find out what version of Outlook I am using?

    In order to use Yesware for Outlook, we require that you send your emails using either: Outlook 2010, 2013 or 2016 on Windows 7 or later with Yesware installed  Office 365 on the web via our add-i...

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    Carolyn Chassaigne created an article,

    What features are available on Yesware's Outlook tool?

      In order to use Yesware for Outlook, we require that you send your emails using either: Outlook 2010, 2013 or 2016 on Windows 7 or later with Yesware installed  Office 365 on the web via our add...

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    Carolyn Chassaigne created an article,

    Using Yesware's BCC to CRM feature

    Our Enterprise and Enterprise + Phone plans integrate directly with Salesforce.com, the world’s leading CRM provider. We also offer a variety of CRM solutions for our Pro and Team users using our B...

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    Carolyn Chassaigne created an article,

    Can I sync recurring events?

    Yesware supports syncing recurring events. When syncing repeated events from Google Calendar to Salesforce, you should be aware that Salesforce (as of the Spring '15 release) imposes limits on the ...

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    Carolyn Chassaigne created an article,

    What are Shared Activities?

    Shared Activities is a Salesforce setting which allows users to relate up to 50 contacts (but only 1 lead) to an event or a task. If you have Shared Activities enabled in Salesforce and are using C...

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    Carolyn Chassaigne created an article,

    How do I sync meetings from Salesforce into Google Calendar?

    To synchronize events from Salesforce to Google calendar, your Salesforce administrator must install the latest version of the Yesware Salesforce package. If you would like to sync events from Sale...

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    Carolyn Chassaigne created an article,

    Is there a limit to how many recipients can be added into a Touchpoints Campaign?

    Yesware's Touchpoints feature has a recipient limit of 1000 per each upload (using "Add to Campaign" in Salesforce or a CSV upload) and a limit of 5000 recipients per campaign.

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    Carolyn Chassaigne created an article,

    How can I purchase only 1 seat when I have multiple people on my trial or account?

    You can remove the other user by visiting your Yesware Account. From there, choose Admin > Manage Users > Account Users. Check the box next to the other user's email address and select "...

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    Carolyn Chassaigne created an article,

    Can I send a Mail Merge from an alias address?

    Unfortunately we can only send mail merges as the email address that you use to log into Gmail or Outlook due to the complicated permissions required for the "send as" address. If you abs...

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    Carolyn Chassaigne created an article,

    Yesware for Outlook Jumpstart Guide

    Welcome to Yesware for Outlook! To help you get the most out of all our features, we’ve pooled together links to some of our most handy tips and how-to guides. Not a Yesware user yet? Get 28 days o...