
m.poland
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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, -
m.poland commented, 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, 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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m.poland created a post, Category to Notes
I would like to be able to add my categories to my notes. This would really help with searching the Notes.
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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, 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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m.poland created a post, Customer/Client Portal for free
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...
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- 17 votes
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m.poland created a post, Printing Emails Report
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...
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m.poland commented, 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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