m.poland

Member since January 13, 2017 21:26
Total activity 53
Last activity October 31, 2019 18:55

Activity overview
Posts (6)
Comments (8)

m.poland created a post, September 09, 2019 13:42
Custom Apps
1. Community
2. Troubleshooting & Tips: CRM
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 ...
- 2 followers
- 1 comment
- 0 votes
m.poland commented, February 14, 2019 18:45
I agree with this!! I would love to be able to have permissions on files!
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- 0 votes
m.poland commented, October 03, 2018 17:23
I agree this new note screen is awful. I have also voted on another suggestion that is the same.
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m.poland commented, October 03, 2018 17:21
I agree 100%. This new note screen is awful for my office staff when we have to look at many different notes!
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- 0 votes
m.poland created a post, August 06, 2018 13:26
Category to Notes
1. Community
2. Ideas & Suggestions
I would like to be able to add my categories to my notes. This would really help with searching the Notes.
- 1 follower
- 0 comments
- 0 votes
m.poland commented, April 17, 2018 15:51
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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- Edited April 17, 2018 15:56
- 0 votes
m.poland commented, April 05, 2018 17:02
Ed, We currently are doing that with select customers but we have over 4000 customers and I can not pay for each of those license. We are currently looking into another CRM because of Insightly not...
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- 0 votes
m.poland created a post, March 15, 2018 17:12
Customer/Client Portal for free
1. Community
2. Ideas & Suggestions
I would like to see a customer portal be added to Insightly. I have been looking into other CRM that have this but I really like insightly's ability to customize everything. I have listed below wha...
- Edited April 16, 2018 16:45
- 2 followers
- 1 comment
- 17 votes
m.poland created a post, September 15, 2017 15:38
Printing Emails Report
1. Community
2. Ideas & Suggestions
I need to be able to print all of the emails that have been sent to insightly in a report for (Like I can with notes). Currently the report does not include all of the details from the email in the...
- 1 follower
- 0 comments
- 1 vote
m.poland commented, August 11, 2017 19:01
This is a wonderful idea and Insightly needs to add this because it would save us so much time when looking through the notes!
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- 0 votes