Avatar

Eric Greenspan - Chief Clever Officer at 74systems.com

74 Systems is a marketing, technology and automation company. We make things work in ways you may never have imagined. Whether it’s finding new clients, building the systems to manage leads and customers, an extraordinary and useful website, creating a brand, finding a niche, or pricing models, we’ve got tremendous ideas, solutions and experience. We help our clients ignite their practice, business and life! Visit https://74systems.com/start to begin.

  • Total activity 478
  • Last activity
  • Member since
  • Following 2 users
  • Followed by 0 users
  • Votes 44
  • Subscriptions 181

Activity overview

Latest activity by Eric Greenspan - Chief Clever Officer at 74systems.com
  • Avatar

    Eric Greenspan - Chief Clever Officer at 74systems.com commented,

    Here’s the link on how to create a new view... https://support.insight.ly/hc/en-us/articles/115014243828-How-to-create-a-List-View

  • Avatar

    Eric Greenspan - Chief Clever Officer at 74systems.com commented,

    You cannot edit the pre built filters. Add a new view and you can customize it as you wish. It’s quite powerful and very easy to do.

  • Avatar

    Eric Greenspan - Chief Clever Officer at 74systems.com commented,

    Hi Steve Not directly. We've all wanted this and hopefully it will come. But the concept is really that the opp is connected to a lead or contact. Those links are available through the API and/or Z...

  • Avatar

    Eric Greenspan - Chief Clever Officer at 74systems.com commented,

    Hi Alex I'm sure it can be done, but not sure WFA can manage it alone. Ideally you'd want two custom fields: Cert Date and Expiration Date. Now WFA, to my knowledge, only acts when something is upd...

  • Avatar

    Eric Greenspan - Chief Clever Officer at 74systems.com commented,

    Our firm (we are consultants) is able to do this now programmatically. Also working on making projects end, unlinking, and new ones begin, new links, daily/weekly/monthly/annually.

  • Avatar

    Eric Greenspan - Chief Clever Officer at 74systems.com created a post,

    Hide Unneeded List Views

    You provide an array of prebuilt list views that I suspect most of us merely learn from and then build our own as they are not customizable as built nor can we remove them. It would be great to del...

  • Avatar

    Eric Greenspan - Chief Clever Officer at 74systems.com created a post,

    Export, import and duplicate all objects including pipelines, activity sets and Workflow Automation

    We reuse many of the objects and workflows from client to client. If we have a single pipeline and wish to make a new instance of that pipeline but with a few changes, we have to manually create it...

  • Avatar

    Eric Greenspan - Chief Clever Officer at 74systems.com created a post,

    Support Patch for Updates via the API

    I would love to be able to use Patch requests with the API. Sure would make things easier. Thanks!

  • Avatar

    Eric Greenspan - Chief Clever Officer at 74systems.com commented,

    Hi Scott, If you email from within insightly or use the insightly add on or cc/bcc to an email associated with an object type, it will sync. But it does NOT go into your G Suite/Gmail/Office365/Exc...

  • Avatar

    Eric Greenspan - Chief Clever Officer at 74systems.com commented,

    How about adding pipeline importing/exporting and duplicating so we can reuse extensive pipelines for other purposes, instances or clients? Also add pipeline stages to the API and patch.