Thanks for the help, but it didn't solve my problem...
When I do what you suggest I see only two files.
Maybe I should explain it a bit more.
Whenever I send an email and Bcc my Insig...
Is there a way to see an overview of ALL files attached to all contacts and organizations?
A simple straight forward list. That's all.
I think I saw it once, but can't seem to reproduce it an...
Is there a way to change the default currency from US dollars to another currency?
I got what the HA was ;-)
I actually have the word "Dead" as an option to label a client...
Why would you use tags and not custom fields? How are they more manageable than custom fields?
I suppose HA, AK & MH have meaning in your language? Care to share what they are?
Having used Insightly for some time now, I'm still looking for a way to classify my clients/contacts.
I currently use: Lead, Prospect, Client, Dead.
Would anyone have some smart ideas how they ...