Joe Kent
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Joe Kent created a post, Lock shared custom list views
We have a problem with some of our employees unknowingly changing the filters on a list views that we want to be available to everyone in the company. It would be nice if the administrator or indiv...
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Joe Kent commented, -
Joe Kent commented, - Community
- Ideas & Suggestions
- Feature request: Bulk Edit - Tasks also please (in contacts section, and in tasks section)
Specifically from within the "Activity" section of a record. Not just in the main "Tasks" section.
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Joe Kent commented, - Community
- Ideas & Suggestions
- Feature request: Bulk Edit - Tasks also please (in contacts section, and in tasks section)
Agreed - bulk reassigning, completing, and deleting tasks is needed.
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Joe Kent commented, We'd like the ability to bulk download files related to a record. Ability to "select all" and download and select multiple files and download. Currently there isn't even a download option for photo...
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Joe Kent commented, Agreed! We want to be able to download all files, and be able to select multiple files and download them together. Currently there isn't even a download option for photos uploaded to Insightly. You...
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- 1 vote
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Joe Kent created a post, Workflow Automation Email Contact Lookup Field
We'd like to be able to set up a workflow automation email addressed to a contact based on the Contact Lookup Field for a Project. Most of our Projects are associated with a customer/contact, and w...
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- 3 votes
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Joe Kent commented, -
Joe Kent commented, -
Joe Kent commented, Yes please! We'd like to be able to link multiple contacts, projects, notes, tasks and other records to a Custom Object without having to have a custom lookup field.
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