Joe Kent
- Member since
- Total activity 152
- Last activity
-
@Alejandro, Regarding having to add a Lookup Field to the Custom Object before standard objects show up under the Related tab. Seems a little redundant doesn't it? Can't we have the ability to add ...
- View comment
- Created
- 0 votes
-
Any update on whether we'll be able to add files and notes to custom objects anytime soon?
- View comment
- Created
- 2 votes
-
I infer that this view is not accessible for projects that are put into a pipeline?
- View comment
- Created
- 0 votes
-
Adding notes to a Custom Object seems like a basic necessity. Custom fields don't quite do it - we want to be able to see who left the comment and when without having to type that out every time. W...
- View comment
- Created
- 1 vote
-
Nice! This is exciting. My related objects are not showing up under the "Related" tab on my Customer Objects. The Customs Objects appear under the linked other objects, but the linked other objects...
- View comment
- Created
- 2 votes
-
It would be really great if Insightly made it possible to filter contacts which have not been added to MailChimp so we don't have to do this bulk upload and delete duplicates. We have thousands of ...
- View comment
- Created
- 0 votes
-
Yes, we do tons of clicking and its very annoying. Seems like any time we add a task or a comment or a note to anything in a project or contact record, we have to click 4 times to get back to where...
- View comment
- Created
- 2 votes
-
- Community
- Troubleshooting & Tips: CRM
- Create an address field with a map location function as a custom field
I need this functionality too! We need address fields for opportunities and contracts, and be able to map them!
- View comment
- Created
- 0 votes