CM

1. Community
2. Discussions and Best Practices
3. Can I run a report based on a view?

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 ...

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• Created September 05, 2019 18:21
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1. Community
2. Discussions and Best Practices
3. Can I run a report based on a view?

Hi Micah. Yes, they do.

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• Created September 05, 2019 17:55
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Sidebar tasks

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?

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• Created December 02, 2018 19:37
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1. Community
2. Ideas & Suggestions
3. Automatically adding a pipeline to an opportunity?

I would like to bump this too. It is time consuming and inefficient to have to go into each opportunity to assign it a pipeline. A default pipeline would be great.

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• Created December 01, 2018 00:30
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1. Community
2. Ideas & Suggestions
3. Feature Request: IFTTT Service/Integration

So does this mean that IFTTT cannot be used to do anything with Insightly. And is there any possibility of this integration in the near future?

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• Created November 29, 2018 16:51
• 1 vote