Creating Personalized Camps on "Events"

Hello,

I would like to know if it's possible to create personalized camps under "events" on Inslightly.I have done it under organizations and people, but were not able to do so under "events".

Thank you.

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3 comments

Date Votes

Alejandro A
June 11, 2018 20:01

Hello Yasmin,

Can you provide more clarification for me when you say create "personalized camps under events"?

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Yasmin Morais
June 11, 2018 20:21

Hi Alejandro,

My organization uses Insightly to keep record of consulting appointments with different clients.

After each meeting, we register it as an "event". We link the organization and contacts present at the meeting and describe it under "details". We would like to create personalized camps under "events" so we can better keep track of what was discussed in the meetings.

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Melissa (Allemby Management Group Inc.)
June 12, 2018 19:19

Hi Yasmin,

As Alejandro asked, i too am a bit confused what you mean by 'personalized camp'? Do you want to add further details after the 'event'? What about using the 'Notes' section to add further information about an event?

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