We link all customers to their specific opportunity and project. When a project is moved to certain stage in our pipeline, say "Completed", we would love for an email to be automatically generated ...
Yes! Thank you!
I am having the same issue. We would like to print the projects, but it only allows us to print half of the page using the print icon.
No worries Nora! Glad we figured it out.
Hi Nora - I don't believe this is the case. I just deleted a file that was sent and pulled from an email and attached to an organization and opportunity. It removed it from both of them instead of ...
Okay - so if I delete the file in Organizations, it won't remove it from opportunity and projects, correct?
If we attach an email that has an attachment to an Organization, Opportunity, and Project - will Insightly account for that file three times for our data usage?
There is currently no way to update pipelines for Opportunities via the mobile app. Can we fix that?
Would love to see the app sync/refresh after it's opened. It's currently manual by swiping down on the specific record you're viewing.
Disregard - I will submit a ticket.