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petercwilson
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Member since ‎May 18, 2020
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Peter Wilson

Customer focussed Software Engineer. Product development specialist and evangelist.

Activity

Brycelbrewer on March 20, 2020
Knowledge Base Article - Multiple Categories
It would be very useful to have the same article appear in different categories. I'm sure several use cases exist and many (if not most) users would find benefit from this. I have two simple use cases that we would benefit from but I'm sure that t read more
Reply Idea Knowledge Base
185 upvotes
61 Replies
petercwilson
Participant
April 13, 2021
I've upvoted this idea as my company has a use case for this approach. We have really just started filling out our knowledgebase. Our company sup...read more
CCIlumia on June 12, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Reply Idea Products & Quotes
883 upvotes
434 Replies
petercwilson
Participant
April 07, 2021
Having the ability to limit the visibility of quote templates by pipeline and/or by sales-rep and/or by business type (e.g. Domestic / Intl / Regiona...read more
CCIlumia on June 12, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Reply Idea Products & Quotes
883 upvotes
434 Replies
petercwilson
Participant
April 07, 2021
Having the ability to limit the visibility of quote templates by pipeline and/or by sales-rep and/or by business type (e.g. Domestic / Intl / Regiona...read more
Solved
petercwilson on March 16, 2021
import contacts from excel with communication subscription set?
Hi there, I've got a list of around 50 contacts to whom, we want to send an initial marketing email, following an event. To get the email to actually send, the contact record needs to have the relevant subscription set. I have built the sub read more
Reply Discussion Contacts
0 upvote
4 Replies
petercwilson
Participant
March 18, 2021
My solution: post-import, select imported contacts en-bloc & then set the correct subscription accordingly. Worked a treat. Thanks.
Solved
petercwilson on March 16, 2021
import contacts from excel with communication subscription set?
Hi there, I've got a list of around 50 contacts to whom, we want to send an initial marketing email, following an event. To get the email to actually send, the contact record needs to have the relevant subscription set. I have built the sub read more
Reply Discussion Contacts
0 upvote
4 Replies
petercwilson
Participant
March 18, 2021
My solution: post-import, select imported contacts en-bloc & then set the correct subscription accordingly. Worked a treat. Thanks.
Solved
petercwilson on March 16, 2021
import contacts from excel with communication subscription set?
Hi there, I've got a list of around 50 contacts to whom, we want to send an initial marketing email, following an event. To get the email to actually send, the contact record needs to have the relevant subscription set. I have built the sub read more
Reply Discussion Contacts
0 upvote
4 Replies
petercwilson
Participant
March 18, 2021
My solution: post-import, select imported contacts en-bloc & then set the correct subscription accordingly. Worked a treat. Thanks.
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