Richard Duddy

1. Community
2. Troubleshooting & Tips: CRM
3. Advanced Reporting - Questions on filters

This is needed. We have to filter most things across multiple excel documents and it's beginning to feel like too much effort.

• View comment
• 0 votes

1. Community
2. Product Updates from Insightly
3. Dashboards! Cards! Charts! OH MY!!! 😱

This is really useful. Watched the webinar, but didn't catch if you have more options coming for contacts / orgs (& custom fields). On the road map? Thanks

• View comment
• 0 votes

1. Community
2. Ideas & Suggestions
3. Exporting Organizations with Linked Contacts

This. 

• View comment
• 0 votes

1. Community
2. Insightly API
3. Link contacts with organizations via API

You're not alone Erik. We're having a massive headache with this too.

• View comment
• 0 votes