Rod Olsen

Member since December 15, 2015 23:28
Total activity 34
Last activity September 06, 2016 15:52

Activity overview
Posts (9)
Comments (6)

Rod Olsen commented, August 14, 2016 07:20
Is there any way, that when you click on the link email address within a project that it could automatically be added to the CC field rather than the BCC field (as this does not work)
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Rod Olsen created a post, August 02, 2016 20:18
Missing opportunities.
1. Community
2. Troubleshooting & Tips: CRM
Ive had a staff member show me something. When he sorts by opportunity name, his latest opportunity does not appear in the list (although the stated number of opportunities does not change) He can ...
- 2 followers
- 1 comment
- 0 votes
Rod Olsen commented, May 21, 2016 00:28
Yes - can you add a tax field called GST (we do not use VAT here and i do believe it must be stated as GST)
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Rod Olsen created a post, May 11, 2016 18:49
Pandadoc
1. Community
2. Insightly Partner Integrations
Ive been testing the panda doc integration. I have posed questions to Pandadoc, however they say they are unable to help as this integration was created by insightly. My token [Oppurtunity.Submiss...
- 3 followers
- 11 comments
- 0 votes
Rod Olsen commented, May 09, 2016 19:21
Hi Eric Sounds great - just what we need! One question.....From my opportunities page I am trying to get the following fields to merge across but have had no luck with my testing so far. These bein...
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Rod Olsen commented, May 07, 2016 21:34
About this.....are there only a limited number or certain type of field that can be merged across (ie the ones mentioned in the token help page) "Creating PandaDoc documents from insightly" - are w...
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Rod Olsen created a post, May 07, 2016 02:19
Quote roller intergration
1. Community
2. Insightly Partner Integrations
Unsure whether to ask you or quote roller this - but if we added the quote roller application, does creating a quote in QR automatically create an opportunity in insightly(with all of the fields fi...
- 3 followers
- 4 comments
- 0 votes
Rod Olsen created a post, January 16, 2016 22:16
Answered

Dashboard
1. Community
2. Troubleshooting & Tips: CRM
Im a little confused. As shown here, a dashboard is specifically mentioned yet I see that other users are asking for insightly to create one? What is the situation - do you or do you not have a da...
- 11 followers
- 11 comments
- 6 votes
Rod Olsen commented, January 16, 2016 22:10
Your web page specifically mentions your dashboard? is this false advertising?
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Rod Olsen commented, January 16, 2016 21:21
Yes, I too would like to see this added. As a Contracts Manager the value does not disappear once the opportunity becomes a project. This is when we start receiving that value (over months). I woul...
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- 5 votes