After over 2 years I gave up waiting for this and other project improvements. I'm using Centre CRM (for accountants) instead, at a cost but it saves me so much time making tasks repeat or setting u...
That's not a solution. That's a clumsy work around that relies on a human so inevitably something will be missed eventually.
I can't believe it has now been 18 months since this was requested, and it doesn't seem that Insightly are interested in improving projects. I think it's time to start looking at the other CRMs.
I can't believe it has now been 2 years since this was requested, and it doesn't seem that Insightly are interested in improving tasks. I think it's time to start looking at the other CRMs.
Any update on when, or even whether, this might be coming in?
I want to be able to see which of my repeating tasks (jobs) have arrived so can now be started. Changing the status would be a way to i...
Glad it's not just me, thanks! Hopefully Insightly will fix it soon.
Is anyone else not receiving email reminders for tasks? I haven't received any Insightly notifications since 9th Sept.
I'm disappointed not to see a real improvement in activity sets by being able to set them up with repeating tasks. This, as well as repeating projects, is a feature I requested probably a couple of...
Great improvement. Can we include variables for custom fields in the email templates?
My projects repeat every year. Please could you add the feature to set up a repeating project.