CM
- Member since
- Total activity 27
- Last activity
-
CM created a post, AnsweredIs the Pipeline and Stages page section supposed to be visible in the Related Pages?
For example, if I'm viewing a contact and then click over to Related and then click on the Opportunity. I think I know the answer to this is no, because you cannot edit the Pipeline or the Stage fr...
- 2 followers
- 1 comment
- 0 votes
-
CM commented, OK Erin (Business Made Simple) - thank you for confirming that. Would be great if there was some kind of way to create a report from a view, rather than having to mimic it by hand, because often I ...
- View comment
- 0 votes
-
CM created a post, AnsweredCapturing bid values in numbers - allowing a default
I've set up custom fields to capture our bids as a number. And a checkbox to indicate whether it's hourly. The problem is, many of our bids are repeat values (e.g., a certain dollar amount per hour...
- 2 followers
- 1 comment
- 0 votes
-
CM commented, -
CM created a post, AnsweredCan I run a report based on a view?
I created a view that I would like to see as an Insightly report so that I can email it or share it with my team members. (I know I can share the view - but that's not the same thing. I also know I...
- 3 followers
- 4 comments
- 0 votes
-
CM commented, David - is the Sidebar showing you the names of the contact or project when the task is generated from an automatic activity set? If not, have you found any helpful workarounds?
- View comment
- 0 votes