Linking

I am trying to link orgs, contacts, etc to tasks in the mobile version for iPad and cannot. Is this a product limitation or my account limitation. I need more the ". Read" ability when I am on the go.

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  • Hi Roger, using Insightly iOS native app (which is compatible with iPad) you can:

     - From a Task screen > tap on Links > hit a plus sign. This will allow you to link to orgs, contacts, and more.

     - From a Contact or Organization, you can select tab 'Related' and add a new Task.

    Hope this helps!

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