Agreed, it would be nice to be able to sending files directly from within Insightly, rather than having to download and re-upload. Is this a feature that is on the product roadmap?
Is anyone still currently experiencing this issue? I am unable to establish a link between recently created records.
If I change a pipeline stage back to the previous stage will it also re-trigger all of the associated pipeline stage tasks?
I'm working with workflow processes to trigger the creation of a new task based on the criteria that a) a task is marked as complete and b) the task name is equal to the name I specify. When I run ...