Insightly APP (Opportunity Links)

Hi, I have been informed by a client that you do not have the possibility to add links to and opportunity via the APP.

I.E. Organisation Links and Contact Links.

Is this likely to be an upcoming feature, and any sort of time frame if there is one, as the client is in need of this functionality.

 

Thanks in advance!

Rob

 

 

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Comments

3 comments
  • Hi Robert, 

    Linking records through the mobile app is an option, you'll just need to click the links tab, followed by the plus icon:

    Then you can select the record type you would like to link to:

    Search for the record, select and Save. Hope this helps!

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  • Hi Lyla! I have Robert's reply :)

    Hi. Thanks for that. Will forward this to the client.

    Much appreciated
    Robert donnelly

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  • Happy to help!

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