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Jeannette Putnam

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Latest activity by 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,

    I noticed it was back yesterday. YAY! So far so good.

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    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 "nu...

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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 ...