
Ann Wong
- Member since
- Total activity 4
- Last activity
-
Ann Wong created a post, Side bar visibility
Hello, as an account admin for my company, how can I hide the Insightly side bar icons (e.g. tasks, opportunities, projects and emails) on the left hand side? I want to disable these such that my s...
- 2 followers
- 1 comment
- 0 votes
-
Ann Wong commented, Hi Jessica, thanks for the prompt response. But my question is: when I create an opportunity or organization profile, the default visibility goes to "record creator", how do I change it to a specif...
- View comment
- 1 vote
-
Ann Wong created a post, CompletedDefault visibility permission
How do I change default visibility permission to a specific team instead of "only the record creator"? Thank you.
- 6 followers
- 12 comments
- 0 votes