Rod Olsen
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- Total activity 30
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Rod Olsen commented, 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, Missing opportunities.
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
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Rod Olsen commented, 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, Pandadoc
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
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Rod Olsen commented, 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 created a post, Quote roller intergration
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
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Rod Olsen created a post, AnsweredDashboard
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
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Rod Olsen created a post, export to excel and date format
i know others are having this problem. When exporting the date turns into US format - well some of it does and some of it does not as shown by the left and right justified text.
- 2 followers
- 1 comment
- 0 votes
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Rod Olsen created a post, saving straight from word or excel
is there any way to save a spreadsheet or word document straight into insightly rather than having to save it to my hard drive first?
- 2 followers
- 1 comment
- 0 votes
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Rod Olsen created a post, Exporting to excel and formating
I want to regularly export opportunities to an excel spreadsheet. When I do this the date created field displays in mm/dd/yyyy instead of dd/mm/yyyy. the XL sheet is formatted the correct way i.e. ...
- 3 followers
- 1 comment
- 0 votes