Quick Linking of emails

Is there any way to see the links to emails in the email lists so that one doesn't have to open a message every time to see if an email has been linked to an opportunity or project?

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  • Great question! We would love to have an easier way to see all the contacts for a project/opp displayed without clicking. Sometimes i need a phone number, or an email. Being able to hover of the project, or even click something in the project list to see all this info would be very useful and would save a few clicks.

    Also, I wanted to mention that "Jay" posted a similar suggestion today as well... http://support.insight.ly/hc/communities/public/posts/202812970-Easier-access-to-project-opportunity-email-addresses

    If you would like to see this added, please Up Vote his post, and I will ask that he does the same with yours here :)

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  • I'd love this too - I know ~I have sent some emails to my general email inbox rather thatn the specific project  and it would be good to be able to see which ones were still to be linked to their relevant projects ( I have only got a few set up in my gmail contacts list)

    I will check out Jay's request

     

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  • Jay's request is slightly different to that being asked by Mark which is a feature I would find incredibly useful

     

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  • Hi elaine,

    Please always "Up Vote" any requests that you like here. That shows Insightly what us (the customers) need and want. It is done by clicking the Up arrow to the left of the main post of this topic.

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  • Thanks Jeff - now done thansk for highlighting for me

     

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