Nora Foutz
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- Total activity 30
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Nora Foutz commented, So far I am using the snip tool to cut and paste the pie chart/bar chart images to a powerpoint slide. The images are not great quality, but manageable. I then click on the grid view once in the ...
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Nora Foutz created a post, Add Ability to Link Files to a Custom Object
I need to be able to link files to my custom objects. There is a custom object field for linking photos which is fantastic, but I need to be able to link invoices and associated documents to a cus...
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- 3 votes
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Nora Foutz commented, Hi Helen, You can import your data which is what I did when I added all of our existing service locations (a custom object I created), Then I linked opportunities, projects, contacts and other cu...
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Nora Foutz commented, I would love to see these reports formatted in excel format vs. CSV which is useless to me.
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Nora Foutz created a post, Add Option to Clone Custom Objects?
I'd love to see you guys add the option to clone custom objects like the clone feature for Opportunities or Projects.
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Nora Foutz commented, I would love to be able to convert leads to custom objects and map custom fields in Leads (or Opportunities & Projects) to custom objects.
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- 2 votes
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Nora Foutz created a post, Decimal Places for Quote Line Items
Would it be possible to make this field editable so that we could update the decimal place for the Quantity field on Quote Line Items or just change it to a whole number? I'm not sure who is selli...
- 2 followers
- 1 comment
- 2 votes
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Nora Foutz commented, Woot! I just noticed that this has been corrected. Thank you so much for fixing this so that we can use decimals and get an accurate Opportunity Value. You guys are awesome!!
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Nora Foutz commented, - Community
- Inside Your Insightly (See real-life examples from Insightly users)
- How to Create a Cashflow Dashboard
Thank you for sharing this.
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Nora Foutz commented,