I am looking to filter my contacts by custom fields that I have created. Is there any way that I can do that without exporting all the contacts first?
My systems settings page does not have an option for object management or page layouts.
Is there any way to change the order of the fields under each contact? For example, can I change the order so that an individual's organization shows up first under their name?
Also, is there any...
Is there any way I can export all my contacts from Insightly onto a CSV file? Also, is it possible to run queries to see which contacts don't have an email or location associated with them?