Sam Wilson

Registration Associate
Venue Sales Associate
Venue Operations Associate
  • Total activity 320
  • Last activity
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Activity overview

Latest activity by Sam Wilson

  • Sam Wilson commented,

    1. User Guide
    2. Campaigns
    3. Manually Add Accounts/Contacts to a Campaign

    Hi Kris, Account Leads allow for the use of Activities, Documents, and Notes prior to conversion to an account or contact. They cannot be included in Campaigns.  Regards, Sam

  • Sam Wilson commented,

    1. Reporting
    2. General
    3. Organization & System Parameters Used with Reports

    Hello Daniel, Users interact with most parameters through the various subject configuration windows within the software (e.g., Event Sales Configuration, Booking Configuration, Contract Configurati...

  • Sam Wilson commented,

    1. User Guide
    2. Personnel Management
    3. Add a Personnel Account

    Hello Daniel, The database does not currently include standard fields for date of hire, termination, or expiration. This information could be stored and added to views or reports using notes or use...

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  • Sam Wilson commented,

    1. Configuration Guide
    2. Users & Roles
    3. Change or Forgot a User Password

    Hi Daniel, The Forgot your password? link is enabled by a system parameter. If the link has never been visible then it may not be enabled. Refer to the following article on how to set up the link. ...

  • Sam Wilson commented,

    1. Configuration Guide
    2. Service Orders & Work Orders
    3. Discount Categories

    Good Day. How the software handles applying a discount depends upon whether the item being discounted has a specific discount resource configured.  Items with a discount resource have a new line ...

  • Sam Wilson commented,

    1. Configuration Guide
    2. Themes & Layouts
    3. Custom Fields

    Hello Nina, The Coordinator fields cannot be configured directly to change the display order. However, there are separate fields available for the first name, last name, and second last name values...

  • Sam Wilson commented,

    1. Public Applications
    2. Exhibitor Service Center
    3. Exhibitor Service Center Image Recommendations

    Hello Boris, I believe you are referring to the image that is included in the "Top" section of the web skin. The recommended dimensions for the top image are 1920x200 pixels. Regards, Sam

  • Sam Wilson commented,

    1. User Guide
    2. Events
    3. Event Profiles

    Hello Bronwyn, Event Profiles do not currently support these additional items. Please consider submitting an enhancement request describing the details of your use-case so that it can be evaluated ...

  • Sam Wilson commented,

    1. Configuration Guide
    2. Resources & Price Lists
    3. Replace Resource Codes

    Hello Puneet, When replacing the resource code on a resource item associated with an inventory item, the software displays a notification window with an opportunity to continue or cancel the proces...

  • Sam Wilson commented,

    1. Configuration Guide
    2. Resources & Price Lists
    3. Resource Spaces

    Hi Crystal, This sounds like something that our Support team should dig into. Please enter a support ticket (click Submit a Request at the top of this page) so they can take a look. Regards, Sam