Bobby Samborsky

Member since January 07, 2016 18:10
Total activity 67
Last activity May 04, 2017 17:43

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Comments (8)

Bobby Samborsky commented, May 04, 2017 17:43
I was hoping this would be done by now. I will have to start looking for a new CRM as well this summer.
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Bobby Samborsky commented, September 16, 2016 18:09
Hello, I agree with everything said above as well. I have an issue with every time a user sends an email with an attachment everyone who is cc'd in the email gets a copy and it's stored on their ...
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Bobby Samborsky commented, June 22, 2016 12:24
Bob, that's great that you found a work around but I think everyone can agree that it should just be an option. I'm curious what other options Insightly is working on ahead of this function? Lyla,...
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Bobby Samborsky commented, May 03, 2016 17:52
This should be a major priority. It's one huge flaw in a otherwise fantastic program.
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Bobby Samborsky commented, May 03, 2016 14:45
Setting up a project for over 3,000 clients every tax year is a huge task. If we could simply click a duplicate task for each client once the previous tax year is done would be a gigantic time saver.
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Bobby Samborsky commented, April 28, 2016 17:42
Nora, any idea when this will be completed? I just got done with another tax season. We have 2,500+ clients that will come to us next year for tax returns and I don't want to have to go in and make...
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Bobby Samborsky commented, January 08, 2016 17:39
This is critical. I also work for a tax firm and having tax return projects repeat every year is a HUGE time saver.
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Bobby Samborsky commented, January 07, 2016 18:10
Yes, a automatic email integration would be fantastic! As soon as a contact, lead or organization email is sent or received it is automatically linked without a click - like in BASE.
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