Apply Advanced Reporting functionality to Advanced Filtering

I like Advanced Reporting very much - kudos to Insightly team!

Advanced reporting has sophisticated querying capabilities. For example, I was able to create a report for contacts who have active tasks that contain specific keyword in a task name. I received a list of contacts, however I can't do anything with it other than export to Excel. In my case, I want to be able to send bulk email to all reported contacts.

I want to be able to apply similar advance querying techniques to contact filters. Advanced querying functionality should be applied not just to contacts, but to other field types, like organizations, tasks, events, opportunities and projects and combination thereof.

Insightly - you're on the right track. Just keep digging.

3

Comments

2 comments

Please sign in to leave a comment.