Bob Nathanson
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Bob Nathanson commented, 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, "Background" field for organization reformatting
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...
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Bob Nathanson commented, 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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Bob Nathanson created a post, Adding email address to organization?
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...
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Bob Nathanson commented, - Community
- Troubleshooting & Tips: CRM
- This contact is an Insightly user so permissions and actions are limited.
Good to know I'd not used Smart Merge before - that's great!
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Bob Nathanson commented, 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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Bob Nathanson commented, 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, 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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Bob Nathanson commented, 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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Bob Nathanson commented, I agree with david. Insightly's filtering abilities make it pretty straightforward to separate things out, the main thing is data will generally be viewable on both sides of the house, if there are...
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