Tara Witty
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Tara Witty commented, Let me know if this request is elsewhere in the support group. Along the same lines as Becky's request, It would be very useful to be able to develop a report around more than one module. I'm tryi...
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Tara Witty commented, Is this another tool that requires Office 365 for use with Power BI? I am having difficulty with the site accepting my API Key and I keep seeing Office 365 mentioned in the Help section.
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Tara Witty commented, When I click on the link in the help guide to connect to Power BI, there is not an Insightly icon to click on on the Power BI website. Is the BETA testing no longer available?
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Tara Witty commented, I am getting an error when I attempt to do inline editting in organizations for custom fields. It says "could not edit this item". I can do inline edits in a Project.
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Tara Witty commented, We are also having this issue. It happens in any custom field in any part of the site. I have tested this in Firefox, IE and Chrome (Chrome is our default browser) and I get the error in all brows...
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Tara Witty commented, Justin, any idea how you fixed your error? We are having the same issue, using Chrome browser and custom fields. You can enter characters in the field, but when you click the save (checkmark) bu...
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Tara Witty commented, Nora, I'm not sure I understand your response. I was able to sync to my gmail calendar and that email address is different than my Insightly account email address. I think I'm trying to do the sa...
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Tara Witty commented, -
Tara Witty commented, This is huge issue. If my sales reps and managers cannot stay up to date on the road via mobile, the app is useless in that sense. My visibility is set to see everyone, so that should apply to t...
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Tara Witty created a post, Linking from SharePoint
Hi, I'm new to insightly and just getting my contacts and organizations set up. All our document storing is in SharePoint. Is there any way I can link those documents to insightly? Thanks!
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