David Zeidman (ZDConsult.com)
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I would agree with Micah's comments. I would just add that with generic solutions where a user can create their own custom fields you either have to ask them where to put the data ie offer them the...
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We tend to have ongoing tasks with contacts. Any conversations that we have are associated with the task as comments. I agree that it would be easier to see conversations if they were directly asso...
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Hi Maria, I would question why you would want to send an email to organizations that are not contacts. If you are sending an email to them, would not want to make the contacts? The easiest way of d...
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One thing that should be added to the instructions which I realised just now was that you have to drag the fields from the available fields list on the left onto the empty space on the highlights bar.
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I would add that the email domain is good to connect incoming emails to organisations. That way if you send an email to a person with that same domain they will be automatically connected to the or...
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I would add to that and say because Insightly is completely web based it really does not matter what operating system you are using as long as you have access to the web! The same goes for integrat...
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I think that this is more of a general question than simply a Netherlands question. There are many people who do not use Quickbooks or Xero. How do they integrate. I am not sure. We use Xero. I gu...
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Hi Bob, I am not familiar with the banking system in the Netherlands (I am based in the UK) but what are your specific concerns or questions?
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I realise that this is a somewhat old post but hopefully it will be of some help. We work with non-profits a lot so have a good understanding of their requirements. As a traditional donor managemen...
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In Advanced Reports select organization report as shown below: Then once you go get to the report, filter by last activity date. You should show either the activity that is blank or activity tha...
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