
David Randolph
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David Randolph commented, Alejandro, Thank you but I already knew that. What doesn't make sense is if I can select to make all notes, and other items visible to my team or everyone, why not tasks? One at a time is a giant...
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David Randolph commented, Thanks for sending, and no it doesn't help. It doesn't answer the question specifically related to task visibility. How do I set a global permission to allow a team member to see all my tasks?
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David Randolph created a post, AnsweredTask visibility permissions
I added a new user to Insightly, and set up a team containing she and I as team members. But under default visibility settings there is no setting for tasks. She can't see any of my tasks. How can ...
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David Randolph created a post, iphone app - custom fields cut off
In Opportunities (haven't checked projects) custom fields with on long character string seems to center the overall string of characters. Cutting off the field title and first characters in the fie...
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David Randolph commented, So, jumping on an old conversation. I have to say "Me too" to changing the field type. And frankly my head hurts with the idea of moving data the way you indicate from the "old" field to the "new" ...
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David Randolph commented, Sidenote: Found notes when went back to opportunities and clicked to include all opportunities in the visible list. Now just have to copy and paste everything to the new project. Still vote that th...
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David Randolph commented, Anthony, As a new Insightly user, why is this a checkbox, that I MISSED when converting my first opportunity to project, and have now lost all my notes, tasks, etc? Why would this not be automati...
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