Ann Wong
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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...
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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...
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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.
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