Drew

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3. Top Q&A from "NEW Insightly Reports, Dashboards & Much More" webinar

Almost two years later.  Do we have an ETA on the mobile dashboards?  I cannot seem to find any updates when I searched. -D

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• Edited January 24, 2020 20:25
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1. Community
2. Ideas & Suggestions
3. Offline use of mobile app

So there hasn't been an update since July.  Are we any closer to getting this implemented?     -D

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• 2 votes

1. Community
2. Insightly Mobile Apps
3. Linking new tasks to projects on mobile app

HI Maria, We are having an issue now on the ipad.  When you try to link a contact/organization/etc if I click on the item, nothing shows up except a blank screen.  When I use it on my iphone, ther...

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• Edited August 16, 2016 19:56
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1. Community
2. Ideas & Suggestions
3. Assigning Events

Yep.  Just came up today.  You would think they could take the same thing from tasks and apply it to events....

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1. Community
2. Ideas & Suggestions
3. How to export tasks with linked contacts or leads

Jessica, this does show it but I don't see any details of what took place so unfortunately that option doesn't work for myself or I assume others that are looking for the same info.

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2. Advanced Reporting Series
3. Advanced Reporting with tasks to include the organization

Thanks Nora.  But this still doesn't solve the original problem.  My employees link the contact to the organization and I cannot see both in one report.  It seems like this is an easy thing to add ...

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1. Community
2. Advanced Reporting Series
3. Advanced Reporting with tasks to include the organization

Chris, Thanks for the help but unfortunately I cannot see the contact that we spoke with unless they manually type it in the task title which defeats the whole purpose of linking people IMO. I'm ho...

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1. Community
2. Troubleshooting & Tips: CRM
3. Issue with Tasks default as Private

So I hate to resurrect an old topic.  But we are having the exact opposite problem.  All of our tasks in the app are going as public.  If they do remember to change them then the entire team doesn'...

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