Magdalena Spychalska
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Magdalena Spychalska commented, - Community
- Troubleshooting & Tips: CRM
- Organization Branches - How to setup different branches under one head office
Are there any updates on this issue? We are facing the same problem, as I imagine many B2B businesses are, where we need to be able to categorise the branches of global offices. Having custom field...
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Magdalena Spychalska created a post, Add emails to leads via BCC email
Insightly doesn't check leads when using the BCC on an email so instead creates a duplicate record as a contact. The logic I was told is this: "This would be due to the way a Sales process is vi...
- 1 follower
- 0 comments
- 1 vote
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Magdalena Spychalska created a post, Detect records based on email address
This is a fundamental thing that I believe a CRM should do - use the email address as a unique identifier - and Insightly doesn't do it. As a result, duplicates are made constantly and there is no ...
- 2 followers
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- 2 votes
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Magdalena Spychalska created a post, Update your support docs
Each time I try to find an answer about how something works in your support articles they are overwhelming vague and ultimately useless for troubleshooting. For example, I am now trying to configu...
- 3 followers
- 3 comments
- 1 vote
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Magdalena Spychalska created a post, Outlook side bar should allow you to add more details when creating a contact or lead
When you add a contact or lead through the sidebar, why can't we enter in details for the contact? Instead the contact or lead is created with only an email address often and this is put in as thei...
- 1 follower
- 0 comments
- 0 votes
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Magdalena Spychalska created a post, Outlook add in shouldn't make you sign in each time you perform an action
Each time you try to perform an action using the Outlook add-in you are required to log in again. It opens a pop-up window and there is no option to save your credentials, meaning you need to retyp...
- 1 follower
- 0 comments
- 0 votes
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Magdalena Spychalska created a post, Improve the function of the BCC email when a contact doesn't already exist
When a lead or contact doesn't already exist the BCC email function does not work in a way that is useful. It creates a contact, not a lead - we should have the option at least as most of the time ...
- 1 follower
- 0 comments
- 0 votes
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Magdalena Spychalska created a post, Ability to edit dashboards
You offer dashboards out of the box but we don't have the ability to edit them, add to them or even delete them. This means that I basically need to manually duplicate everything in them to add a c...
- 3 followers
- 1 comment
- 2 votes
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Magdalena Spychalska created a post, Have this link more visible
It would be good to have a link on the homepage, or somewhere, to the feedback page. I had a really difficult time finding it and it's hard to know it exists until someone tells you about it.
- 1 follower
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- 0 votes
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Magdalena Spychalska created a post, Add notes to custom objects
Custom objects really need notes to be useful. There isn't a good workaround for this as text fields just aren't the same. It would be really useful to have the notes function on custom objects jus...
- 5 followers
- 4 comments
- 6 votes