Richie Odonoghue
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Richie Odonoghue commented, - Community
- Ideas & Suggestions
- Feature: ability to rearrange sidebar and ability to hide unused standard objects from sidebar
Unfortunately this "workaround" isn't an option for me due to being on a professional plan. Thank you for the information though.
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Richie Odonoghue created a post, Feature: ability to rearrange sidebar and ability to hide unused standard objects from sidebar
It would be great to be able to rearrange the sidebar and hide standard objects from the sidebar. Having more control over this view will allow businesses to have more control over what they can se...
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- 5 comments
- 2 votes
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Richie Odonoghue commented, I don't understand why this isn't possible with lead statuses... to me they look and function for the most part like pipelines. Would be really good to have this added to the lead statuses configur...
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Richie Odonoghue commented, -
Richie Odonoghue commented, Agreed. Its a shame Insightly doesn't treat custom objects like standard objects in this sense.
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Richie Odonoghue commented, Use workflow automation to determine the pipeline. In my instance I have a field called sales type within the lead object which is transferred to the opportunity. The pipeline is automatically set ...
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Richie Odonoghue commented, I would totally like to see this also. That way you can rename them to match terminology used within your business.
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Richie Odonoghue created a post, Add Notes to the side bar
It would be nice to be able to view all notes in one location. Is there any reason why there isn't a list view for all notes like there are for other records. You can add custom objects to the side...
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Richie Odonoghue created a post, Google maps integration for address fields
It would be great to see some google maps integration in address fields as a way of auto populating them and also as a way of address verification. Being a agricultural tech business, it can be ver...
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- 3 comments
- 0 votes
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Richie Odonoghue created a post, Lookup relationship field - Make it possible to select multiple records
It would be fantastic if the lookup relationship field could function somewhat like the multi-select drop-down field type in the sense that you could select multiple records of the same type in tha...
- 2 followers
- 1 comment
- 5 votes