Raw Travel
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Raw Travel commented, Any movement on this please? Without it, I often have to create two reports, bring them into excel and try partial text matches to make a complete a report. This reeeally slows things down for what...
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Raw Travel commented, This should have been part of Advanced Reporting - that is the ability to run a report that joins Opportunity and linked contact data.
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Raw Travel commented, All data in custom fields (on the "From"/"Source" contact) is lost when merging contacts - even if the field on the "to"/"target" field is blank/empty - please fix asap
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Raw Travel commented, Urgently needs fixing please. And no its not a browser issue. Most fields on Insightly screen still do allow it. However, for example, on an Opportunity: Opportunity Links at the bottom... link to ...
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Raw Travel commented, - Community
- Product Updates from Insightly
- Insightly releases Microsoft Power BI - view charts and graphs from your Insightly data
How can we connect our Insightly data to Power BI DESKTOP (not web)?
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Raw Travel commented, @Alan - re "I have a Google Sheets + Add-In + use of the Insightly API that support this function now; I'll be glad to share this if there is interest." Yes please - specifically for updaitng conta...
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Raw Travel commented, yes - that would help (option to add "related to" details to subject of task notification email).
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Raw Travel created a post, TASKS: View to Group by related Opportunity / Contact / Project - Sort by earliest due date of task
Our tasks and often related to either a:ContactOpportunityProject When looking at the tasks tab the sort order is by due date - but it's accross many different related Contacts / Opps / Projects.....
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Raw Travel commented, Downgraded the XERO user that initially connected XERO to Insighlty to "Invoice Only" / "Sales Only" and all works fine... can still create invoices, edit, email - but the dashboard / access is res...
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