Answered

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.

0

Comments

3 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.

    0
    Comment actions Permalink
  • Will this a feature be coming anytime soon? 

    0
    Comment actions Permalink
  • 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.

    0
    Comment actions Permalink

Post is closed for comments.