Nelson Garcia
- Member since
- Total activity 16
- Last activity
-
Nelson Garcia created a post, Mass emailing OR exporting email from Organization Contacts
We created a custom "Lookup Relationship" field for Organizations named "Point of Contact". I . An organization may have multiple contacts, but we wanted to have only one main point of contact at e...
- Edited
- 1 follower
- 0 comments
- 1 vote
-
Nelson Garcia commented, This would be game changing for Insightly IMO. It's an existing feature under an existing module (Tasks) so doesn't seem like it would be that difficult to apply to Projects and Opportunities. Any ...
- View comment
- 0 votes
-
Nelson Garcia commented, - Community
- Troubleshooting & Tips: CRM
- How to "Also Show TASKS" for other team members in the insightly calendar?
Is this option ever going to be added? Would be helpful to see an entire team's tasks on the calendar.
- View comment
- 1 vote
-
Nelson Garcia commented, Yes, this is a much needed function. Comments with timestamps should be available fields across all modules (Projects, Opportunities, Leads, etc.) , not just Tasks.
- View comment
- 0 votes
-
Nelson Garcia created a post, "Add Comment" Field for Projects and Opportunities (not just Tasks)
The Add Comment field available for tasks is a great tool to track status updates (with user and time stamp). This feature should be added to Projects and Opportunists as well, as there is no easy ...
- 3 followers
- 3 comments
- 3 votes
-
Nelson Garcia commented, Still no feedback on multi-select dropdown? If it truly is an economically driven decision, I can't see a multi-select dropdown replacing the need for additional custom fields...
- View comment
- 0 votes
-
Nelson Garcia commented, Still no ability to bulk change lead status? How is this not a standard functionality?!
- View comment
- 2 votes