Jeannette Putnam
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Jeannette Putnam commented, The links in Kourtney's post of August 1 show how using the add-on you can save an email to multiple records in Insightly: Kourtney Stuthard August 01, 2018 17:49 Hi everyone! We have released a...
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Jeannette Putnam commented, -
Jeannette Putnam commented, I also miss the orange button! My workaround (besides forwarding the email to my general Insightly email address): I have been using the sidebar to search for the record to which I will be connecti...
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Jeannette Putnam commented, This would enable the Project list view to show the total value of each stage like the Opportunity view does. Custom fields don't have a "currency" option. We did create a custom "numeric" field on...
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Jeannette Putnam created a post, Jobber Integration
Insightly is a powerful lead/sales tracking and reporting tool, and is improving daily. We use Jobber https://getjobber.com/ for Quotes, project management, invoicing, and time tracking. Currently ...
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