Brian Hussey
- Member since
- Total activity 30
- Last activity
-
Brian Hussey commented, -
Brian Hussey commented, Is there a demo available for this? We are currently using Insightly Enterprise and may be interested in adding Marketing. Thanks
- View comment
- 0 votes
-
Brian Hussey created a post, AnsweredEmail template list keeps popping up
I went into the email tab from the sidebar and then email templates. Sent my email and now whatever object or report I am in, the email template list keeps appearing in the top left of my screen. I...
- 2 followers
- 1 comment
- 0 votes
-
Brian Hussey created a post, Rendering Merge Documents for multiple records
Does anybody have a way of generating merge documents for a selection of records? For example, we have merge documents for our students when they arrive. There are 4 documents - one for each depart...
- 1 follower
- 0 comments
- 1 vote
-
Brian Hussey commented, Update to my May 14th post - you cannot enter the 200% discount when adding the line item to the quote. It triggers a validation rule that fails. Just add the line item and then when you edit it, ...
- View comment
- 0 votes
-
Brian Hussey commented, This would be helpful for us as well - we create a student in Contacts and then each academic year is an opportunity. It would be helpful to have certain fields from the contact populate in the li...
- View comment
- 0 votes
-
Brian Hussey created a post, Lookup fields in Merge Documents
I have created a merge document for an opportunity. In the opportunity object, there is a linked contact called Student_Name__c. Because of this link, I am able to draw contact fields for the Oppor...
- 1 follower
- 0 comments
- 1 vote
-
Brian Hussey commented, For anyone trying to achieve negative values, if you have Products, Price Books and Quotations, you can enter your discount or opportunity value as the absolute value of the discount and then use t...
- View comment
- 0 votes
-
Brian Hussey commented, -
Brian Hussey commented, - Community
- Ideas & Suggestions
- allow negative opportunity values for at-risk contracts and competitive threats
Hi Jenny: We are relatively new to Insightly and use the Products, Price Books and Quotes feature. For the first 3 weeks of our journey, we were able to edit sales line items in quotes and change t...
- View comment
- 1 vote