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OLD USERS NOW CAN NOT FIND WHERE TO MANAGE MY USERS AND UPGRADE

I SPENT HOURS TRYING TO FIND A EMAIL ADDRESS TO SEND  YOU AN HELP EMAIL.... MY GOD... SO DIFFICULT... WHY YOU TRY TO HIDE YOURSELVES? 

 

I AM AN OLD USE, JUST CHANGE TO THE NEW INTERFACE.

I NEED TO UPGRADE, BUT I NEED TO UPGRADE AS 1 USER INSTEAD OF 4 USERS IN MY SYSTEM... BUT I JUST CAN NOT FIND WHERE TO MANAGE USERS ??????

 

PLS TELL ME HOW CAN I CHANGE USERS TO 1 ?

AND CAN I TRY THE PAID UPGRADE TO 'PROFESSIONAL PLAN' ?

 

HOPE CAN SEE YOU REPLY ME.

 

REGARDS

SEAN LU

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Comments

4 comments
  • Hello Sean,

    If you currently have 4 users you'll need to delete 3 users to bring you down to 1 user. You can do this by going to System Settings > Users List > Click on the three-dot next to the user's name you wish to delete. 

    Once you have adjusted your user count to 1 user. You can go to your Billing & Account > Billing Details > Adjust Plan. 

    Let me know if you have further questions. 

  • Thank you alejandro, 

    I did not see the 'user list' there, sorry for my carelessness.

    I have another question want to ask you : 

    - I am very interested in the 'custom objects' feature, it looks same as a database system, isn't it ?  my question is do you provide 'formula' field type? I might need to do some date calculation , and with logical formula also.

    - And, is there an limit of numbers of record for new custom objects ? 

    Thank you very much.

    Regards

    Sean lu

  • dear alejandro, is it possible to trial the 'professional plan' for 30 days ?

    best regards

    sean lu 

  • Hello Sean,

    If you don't mind I'll proceed to answer your questions below to better help communicate:

    • I am very interested in the 'custom objects' feature, it looks the same as a database system, isn't it? 
      Custom Objects are about the same as standard objects. With Insightly's custom objects you can create your own objects to store data that's unique to your business. This article helps explain more: What are custom objects?

    • my question is do you provide 'formula' field type?
      We do have Custom Calculated Field. Custom calculated fields allow you to create mathematical formulas using C# (C sharp). The formulas you can create and their resulting values are based on the data entered in your records.

    • And, is there a limit of numbers of record for new custom objects? Yes, you can check our pricing page to see what's available for your account.

    • dear alejandro, is it possible to trial the 'professional plan' for 30 days ? Are you currently on a Free Trial Insightly Account?

     

    Hope that helps. 

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