Hi Dan, understood.
The pictures helped a lot, sorry it took me so long ...
Thanks for your patience
this is the point!
"Moving forward, emails sent to Insightly by Bernie Fliss using the b.fliss@XXXXX.com email will show up properly in that report"
I am not worried about past em...
Sorry. I cound't attach the report because I don't get it. Here's a screenshot instead where you can see ALL users EXCEPT Bernie Fliss ?!?!
I removed email address from old "contact" Bernard Fliss,
I credated new contact named "B. F." with fake email address to avoid conflicts.
I merged old Bernard Fliss con...
thanks for reply.
Maybe I didn't express myself properly. Let me reformulate my question.
All of our other users activities (i.e. create a task or add a note etc.) appear in the User Activi...
I created a user account (Bernie Fliss b.fliss@XXXX.com).
I can see his activities in the home screen, but if I run Activity Report I can see activities for other users but not him.
Is there ...
Yes, unbelievable that a meaningful print option is not there
another great time saver ...
it would be great time saver
Hi all, this is also pending since more than 2 years, I hope it's going to be planned!