Ed Warren
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Ed Warren created a post, Completed"Save Failed"
Employee is getting "Save Failed" message when using his ipad. Does not get problem when on his PC. Is there a trouble shoot we could try?
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- 1 comment
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Ed Warren created a post, CompletedPassword not working
Password is not working. Reset is not working. Need other ideas to fix
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- 1 comment
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Ed Warren created a post, AnsweredAttaching Files From Opportunities to Insightly emails
How can we attach a file saved in an opportunity to an insightly email?
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Ed Warren created a post, Attaching a project or opportunity file to an insightly email
Our estimating department saves pdf documents into the opportunity file as a part of our automated sales workflow. Our sales people then email the estimates to the customer. We would like to atta...
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Ed Warren commented, Thanks. Unfortunately neither of these will work for our current internal business process. We have to print the opportunity page and give that hard copy to our estimating team. They cannot open...
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Ed Warren commented, -
Ed Warren created a post, AnsweredAdding Address fields to the Opportunity page
I would like to add the organization's address fields to the opportunity automatically when you select "Add a new Opportunity..." from the organization's record. How can I add these fields so they ...
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Ed Warren commented, Yes. The user is Petro Vamvakaris and the Organization is Southern Cottage. It is strange, when he searches for the contact names or the opportunity the record comes up. But when he searches for...
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Ed Warren created a post, AnsweredSearch Problem
My employee is typing the name of an organization in the "Search" field, but the organization is not displaying. But they have been in the system for several weeks. Why won't an organization come...
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- 5 comments
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Ed Warren commented, Gary Dickens is the employee having trouble. He is not in this morning, so I am unable to grab the screen shot at this time. The error message is simply telling him that he has the wrong user nam...
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