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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.

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petercwilson
Participant
April 13, 2021
Reply to Knowledge Base Article - Multiple Categories
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
petercwilson
Participant
April 07, 2021
Reply to Customize Quote template/appearance
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
petercwilson
Participant
March 25, 2021
Reply to Customize Quote template/appearance
I agree with @TuffaCharlie and @BNGUYEN . We have more than one product, so the ability to sort the drop-down list where the quote template is ...read more
petercwilson
Participant
March 18, 2021
Reply to import contacts from excel with communication subscription set?
My solution: post-import, select imported contacts en-bloc & then set the correct subscription accordingly. Worked a treat. Thanks.
petercwilson
Participant
March 16, 2021
Reply to import contacts from excel with communication subscription set?
Cheers, Josh! I'll check those ideas out. Peter
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
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