Managing Multiple Client Accounts
Hi, we are a PR agency with multiple client accounts. Is there a way to have a drop down menu where we can toggle between client accounts? The contacts for the accounts are unrelated and we don't want to separate by tags. Thank you.
Comments
Hi Christine,
Not at this time, but you could always create a contact custom field that lets you do the same. Then you'd only need to create two list views - one for each account.
Will this a feature be coming anytime soon?
Hello Adam,
This is currently not on Insightly's roadmap. I suggest posting your request to our Ideas & Suggestions page. Your fellow Insightly users can vote and comment on the idea, too. In general, the more activity a request receives, the more likely it is to be considered for implementation.
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