bhenderson
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- Total activity 36
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bhenderson created a post, "Add New Link" When Entering New Note
When entering a new Note, there is no "Links" section in the Note to attach the Note to a Lead, Opportunity, Project, etc. It requires you to save and exit the Note, then go back in to Edit the Not...
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- 2 comments
- 2 votes
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bhenderson created a post, "Add New Note" in "Action" Dropdown Box
I'm still confused why there is no option for "Add New Note" in the "Action" dropdown box. You can do almost anything else, other than add a new note. So if you are in a Contact record, you have to...
- 2 followers
- 1 comment
- 1 vote
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bhenderson commented, http://support.insight.ly/hc/en-us/community/posts/205179638-Home-Page-Customization http://support.insight.ly/hc/en-us/community/posts/205137687-DASHBOARD http://support.insight.ly/hc/en-us/commun...
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- 1 vote
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bhenderson commented, Brenda, I can't believe this is not really part of your current roadmap. The nucleus of any good CRM is the Home screen. And Insightly's Home Screen isn't really that at all, it is just a digest of...
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- 2 votes
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bhenderson commented, As Silviu mentioned, adding a "Date to Remember" field simply won't work for the purpose most of us use it.Personally, I use it to send out birthday cards every year. In other CRM's, you simply run...
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- 2 votes
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bhenderson created a post, Modifying Home Screen
The current Home Screen is useless. Unless I want to review all recent activity, it serves no purpose. In most good CRM's, your HOME screen consists of Current Day's Activities such as Events and T...
- 4 followers
- 3 comments
- 12 votes
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bhenderson created a post, Adding Notes from Contact "Actions" Drop-Down Menu
While working within a Contact, why isn't there an "Add a New Note" option in the "Actions" drop-down menu? You have most other options available (actually, you also don't have "Add E-mail" or "Add...
- 3 followers
- 2 comments
- 4 votes
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bhenderson commented,