Pharm
- Member since
- Total activity 52
- 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...
- 2 followers
- 1 comment
- 0 votes
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Pharm created a post, Feature Request - Update User Status.
Our users would like to update their personal status. We previously used Asana and Teamwork previously and found it very useful for collaboration & quick updates for team members.
- 2 followers
- 1 comment
- 2 votes
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Pharm created a post, Feature Request - Capability to add multiple followers to a task.
Please add the Capability to add multiple followers to a task. We recently adopted Insightly and immediately noticed this missing. This feature is standard in all project management and CRM systems...
- Edited
- 3 followers
- 2 comments
- 2 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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- 0 votes
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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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- 0 votes
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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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- 0 votes
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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
- 0 votes