I was hoping this would be done by now. I will have to start looking for a new CRM as well this summer.
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 ...
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?
This should be a major priority. It's one huge flaw in a otherwise fantastic program.
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.
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...
This is critical. I also work for a tax firm and having tax return projects repeat every year is a HUGE time saver.
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.