This would be very valuable for me as well!
Would be great to have a desktop folder in Googledrive fashion that automatically syncs files from Insightly to computer. Saving in either location would sync to both locations.
Our team would value having more options for custom branding other than the logo replacement. Being able to change the color of the banner surrounding the logo for example would be awesome.
We would like to set up our dashboard to allow opening opportunities by clicking on them from charts. I.e., in the picture below we would like to be able to click on one of the bars showing ...
Vertically stacked custom fields take up a lot of space - we would value being able to place them beside each other.
Seth Rodden - KraussMaffei
Our team would like the ability to preview a document that's been uploaded to Insightly before downloading.
Our team appreciates the ability to upload standardized documentation to auto-generated emails. However, most of our sales/engineering interaction involves sending emails with documents that vary f...