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Wendy Marsden Cpa

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Activity overview

Latest activity by Wendy Marsden Cpa
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    Wendy Marsden Cpa commented,

    Hi Alejandro, I have 5000 notes related to projects changing from one status to the next over the years. The method you suggested does not allow me to filter by name or by year, and each time I del...

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    Wendy Marsden Cpa commented,

    Hi, I am trying to evaluate whether I can keep Insightly as my business grows. I either need to move up a paid tier or jump to Salesforce. One of the ways Insightly doesn't work for me is that task...

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    Wendy Marsden Cpa commented,

    Hi, I am trying to evaluate whether I can keep Insightly as my business grows. I either need to move up a paid tier or jump to Salesforce. One of the ways Insightly doesn't work for me is that task...

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    Wendy Marsden Cpa commented,

    Hi, in a recent upgrade we got the ability to create task reports, but I'm finding it's really glitchy: tasks that I can SEE in the related tasks for a client do not show up in the report I'm tryin...

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    Wendy Marsden Cpa commented,

    I'll type in 522-1212 and it'll bring me up a handful of choices, some that start with 522, some that have 1212 in them, and buried in the middle will be the one whose phone number is 522-1212. It'...

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    Wendy Marsden Cpa commented,

    Insightly will become unusable to me today if I don't get this fixed. Any one? Help?

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    Wendy Marsden Cpa commented,

    I'm up against the same issue. I just discovered a "Notes" report that is jammed full of thousands of data records related to stage changes - basically, a note was created when I moved a ...

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    Wendy Marsden Cpa commented,

    Any news on this? I have 100 items left, and am busy operating my pipelines today. Find my account under xxxxxxxxxxx

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    Wendy Marsden Cpa commented,

    I just discovered a "Notes" report that shows timestamps of when my projects changed pipelines. I think it used to be under "history" in the past, now they're still noting it (a...

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    Wendy Marsden Cpa created a post,

    Help! Phantom notes are making me hit my max!

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    I've just had an "ah ha" moment when I ran across a report for "notes" and realized it was absolutely STUFFED FULL of notes I could not see from anywhere else. Everytime a pipel...