m.poland
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m.poland commented, To change the email address for the insightly log in: If you go into system setting you can change it under the User List. Click the 3 little dots on the right and choose Change User Email Address....
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m.poland created a post, Custom Apps
I just switched to enterprise and I was looking at the custom apps. I was wondering if I can add Objects to one app but not have it on the CRM. Example Products I only want on the Clothing App but ...
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m.poland commented, I agree this would help my company out a lot. We currently are using dropbox but if we could add our files/documents to insightly instead we could get rid of dropbox and have all of our documents i...
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m.poland commented, Thank you but I have watched these videos and they do not help. When I set up to email to "TO" field can only go to someone in the company. It doesn't come up with a choice to send to a email addre...
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m.poland created a post, Email
I was wondering if I can make an automatic email that once I set up a project an email gets sent out to the customer to inform them that we have rcvd their file and who their file has been assigned...
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