Oksana Botha

Member since December 20, 2017 13:53
Total activity 36
Last activity December 22, 2017 09:47

Activity overview
Posts (2)
Comments (4)

Oksana Botha commented, December 22, 2017 09:46
I had the same issue and created a custom view to check all Contacts where the Organisation "is Empty" using a filer. I further have the problem that when Contacts are added from mobile, the Organi...
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Oksana Botha commented, December 22, 2017 09:35
Thank you that solved it.
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Oksana Botha commented, December 22, 2017 09:12
I am having the same problem, when creating a new contact it does not allow the organization to be created directly. Neither Enter nor tab seems to work. Its quite cumbersome to have to abort the p...
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Oksana Botha commented, December 22, 2017 09:05
Please add VCard functionality. We have many Apple Mac users, and the process of having to somehow export Vcards and re-format into a readable Csv file is very cumbersome, and most average users ar...
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Oksana Botha created a post, December 21, 2017 09:41
Answered

Reporting: Linked Organisation vs Contact's Primary Organisation
1. Community
2. Troubleshooting & Tips: CRM
I am loving the flexibility of Reporting that Insightly offers. Just one inconsistency, maybe there is a fix or work-around? I'd like to filter contacts by a linked Company (which is not necessari...
- Edited December 21, 2017 09:48
- 3 followers
- 4 comments
- 1 vote
Oksana Botha created a post, December 21, 2017 07:25
Answered

Date Format - Reports
1. Community
2. Troubleshooting & Tips: CRM
Following the previous post which appears to have been closed for comment: https://support.insight.ly/hc/en-us/community/posts/210145068-Date-Format?input_string=Date%20Format The settings are set ...
- 6 followers
- 5 comments
- 0 votes