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Upcoming Activity in the Contacts Listing

How do I change the layout of the above to include the Opportunity Name?

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  • Hello Mike,

    Are you looking to include the "linked" Opportunity name for the Contact in the "Activity" tab? If you are that is currently not available within Insightly. You can find the linked Opportunity in the "Related" tab instead.

    If you like to see this feature implemented within Insightly in a future update 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.

     

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