Bob Nathanson

Member since June 01, 2016 23:03
Total activity 115
Last activity September 14, 2018 01:46

Activity overview
Posts (4)
Comments (55)

Bob Nathanson commented, November 07, 2017 16:51
Absolutely!!! It used to be there and to have it moved when we used it was disruptive.
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- 1 vote
Bob Nathanson commented, June 23, 2017 00:13
Here's what it looks like after the edit: What happens is that the carriage returns are taken out of the file, so all the sentences are bunched together. Originally this was 3 lines. See below f...
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Bob Nathanson created a post, June 22, 2017 22:23
"Background" field for organization reformatting
1. Community
2. Troubleshooting & Tips: CRM
I just noticed when editing using web browser (firefox) when I edit the "Background" field of an organization after I close it all of the CR's are taken out and the text is compressed. It happens a...
- 2 followers
- 3 comments
- 0 votes
Bob Nathanson commented, June 12, 2017 16:17
But the number is variable - sometimes there is one email address, sometimes there are multiple! I'd have to waste screen space for the maximum when not needed! Didn't this used to exist in the pas...
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- 1 vote
Bob Nathanson created a post, June 11, 2017 22:03
Adding email address to organization?
1. Community
2. Troubleshooting & Tips: CRM
I would like to be able to add one or more email addresses to an organization. Not general email domain, but specific email addresses, like "info@mycompany.com" and "billing@mycompany.com" There...
- 4 followers
- 6 comments
- 1 vote
Bob Nathanson commented, February 22, 2017 17:47
Good to know I'd not used Smart Merge before - that's great!
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Bob Nathanson commented, February 17, 2017 19:43
Rudy, also you can link projects to projects - if you are using a project for each "contact - subcontractor" you can have a higher level project that has all of the linked sub-projects. It sounds...
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- 1 vote
Bob Nathanson commented, January 30, 2017 18:50
Hi Manny, I have the mobile app and I have 2 separate businesses (separate log in) Because the mobile app caches data, it takes a little while to switch between the businesses, it is not an easy ...
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Bob Nathanson commented, January 24, 2017 08:07
Insightly team - I'm DELIGHTED with the implementation of the filtering functionality! It's awesome and a complete game changer for me on the mobile app. Allows me to zoom quickly to what I need ...
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- 2 votes
Bob Nathanson commented, December 29, 2016 05:44
For me, I just go to the account on the top right, in line with the tabs, and select a different account. This moves me to a new Chrome window. Here I have those accounts pulled down...
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