Rico Dente

Member since November 04, 2015 15:03
Total activity 11
Last activity November 26, 2015 15:18

Activity overview
Posts (2)
Comments (6)

Rico Dente commented, November 26, 2015 15:18
Katy, That is extremely sloppy, does insightly see this as an area to improve on? Every single B2B company would find this cumbersome.
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Rico Dente commented, November 25, 2015 18:43
Hi Katy, It doesn't help...if that is the only way that means i would have to in advance created 30 dummy empty fields in case someone had to use them? And each group would require 4 or 5 fields f...
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Rico Dente commented, November 25, 2015 13:54
Custom fields seemed to be the solution, but how do i do this for multiple branches? If i create a branch custom group field set, its great, assuming there is only 1 branch. How do i set this up so...
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Rico Dente created a post, November 23, 2015 16:03
Organization Branches - How to setup different branches under one head office
1. Community
2. Troubleshooting & Tips: CRM
So I have organizations, and I have users. Either I setup individual branches, that are not linked together in any way, or I have all branches under one head office address. The problem with the la...
- 3 followers
- 8 comments
- 0 votes
Rico Dente commented, November 05, 2015 19:58
Thank you Lyla, and if they could add a field option to include "Linked Organization" it would be most helpful.
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Rico Dente commented, November 05, 2015 17:43
Lyla, I am not exporting the report, I'm viewing it online within insightly.
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Rico Dente commented, November 05, 2015 00:08
Lyla, the note text is littered with "<p class="x_x_MsoPlainText">" and "</p>, my senior management would note see this format as acceptable. It looks like i'm reading source code, not a report. ...
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Rico Dente created a post, November 04, 2015 15:03
Note Report
1. Community
2. Ideas & Suggestions
Why does the report for notes have to include embedded HTML tags? This makes the report almost un-usuable as a review report for less savy readers. Any report should always allow for linked people...
- 2 followers
- 7 comments
- 0 votes