Pharm
- Member since
- Total activity 50
- Last activity
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Pharm created a post, Partial Credit?
Hello, I paid for 5 seats this month, but due to delays in hiring for our startup, have only used 2. I am wondering if you can credit the account for next month? We will add more seats in the comin...
- 2 followers
- 1 comment
- 0 votes
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Pharm created a post, How do we view the calendar?
We can see the Calendar on the mobile app, but not on the desktop / web version. How do we view the Calendar? Also, how do I add a meeting to the Calendar? The lack of an event calendar within Insi...
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- 1 comment
- 0 votes
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Pharm commented, I'm confused by this. I tried to add a link, but not sure how this relates to someone's job or role. For example, If I simply want to add the role of "Web Designer" to a contact, how would I do tha...
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Pharm commented, David - that's a great tip! Jessica - underscores did not work for me to create 2 word tags.
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Pharm commented, This is becoming a common feature and users that have come from teamwork PM, Asana, and others are requesting the ability to update personal Status. Do you gather these suggestions?
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Pharm commented, This is a great question. For Clarity, there is no way in insightly to select which (3-4) people we want to follow a task? This would be essential for communication and ensuring comments are receiv...
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Pharm created a post, How do we add contact information from forwarded emails?
I often receive forwarded emails from potential clients or customers. When I go to add them, it thinks I want to add the forwarder contact...again and again. What's the best process for adding cont...
- 2 followers
- 3 comments
- 0 votes
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Pharm created a post, How do we set default user view / filters?
How do we set default user view / filters for home, tasks, etc. AND, how do we set the default color for all users? We'd like to develop a consistent experience across the organization before addin...
- 2 followers
- 1 comment
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Pharm commented, Hi Brenda, Just wanted to let you know that we're not able to use Chrome due to other company policy so the Gadget in gmail is important to us. Thanks!
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Pharm created a post, Users can update their Status with Insightly!?
We're wondering if users updating user status is a feature you plan on adding to insightly? We use Asana and Teamwork previously and found it very useful for collaboration & basic updates.
- 2 followers
- 3 comments
- 0 votes