Robert Peterson-Wakeman
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Activity overview
Latest activity by Robert Peterson-Wakeman-
Robert Peterson-Wakeman commented,
This article refers to a ‘purchase invoice’, I assume this means ‘SAP A/P Invoice’? Could this idea be used just as well if the document I want to generate in SAP is a ‘Purchase Order’ ?
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Robert Peterson-Wakeman created a post,
Print & Delivery Integration to online signature service
AnsweredHas anyone discussed an integration from Boyum Print & Delivery into a service like DocuSign or Adobe Sign? We get asked this one a bit here and there, I wonder if how much interest there might be ...
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Robert Peterson-Wakeman commented,
Let's hope that Microsoft doesn't leave you hanging too long.
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Robert Peterson-Wakeman commented,
This would be quite awesome. SSP Automation Bot, any updates?
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Robert Peterson-Wakeman commented,
Has this one been included? I was also interested in the idea of searching for an existing contact (in addition to a business partner listing), when adding a new contact. We find that we end up wit...
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Robert Peterson-Wakeman created a post,
CRM for Outlook on O365 Web
AnsweredWould you consider doing/converting CRM for Outlook into a web add-in? That is to say, for use with the O365 online Outlook? I don't know if this is possible, or if it is easy?
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Robert Peterson-Wakeman created a post,
CRM for Outlook Custom Help
AnsweredWhat about the ability to create custom help docs or weblinks to custom help documentation? For instance, let's say a company uses Youtube or Zendesk Knowledge Base to create internal process docum...
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Robert Peterson-Wakeman commented,
It says this was answered, but I'm not sure I see the answer publicly?
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Robert Peterson-Wakeman commented,
I like this suggestion. Apart from sales users, I think CRMfO is really well tuned for 'executive' users.
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Robert Peterson-Wakeman commented,
I was asked this question by a current customer as well.