Eric Greenspan - Chief Clever Officer at 74systems.com

1. Community
2. Ideas & Suggestions

In Workflow Automation, you can add tasks and choose the user assigned to the task or you can choose Linked Owner. Adding "Linked User Responsible" would solve many of the problems others are repor...

• Created June 12, 2020 19:26
• 1 follower
• 0 comments
• 1 vote

1. Community
2. Insightly API

Hey all, 3.1 does not work at all with the PipelineStages endpoint to update the stage, activity set, activities, etc.  I've tried with Zapier Webhooks and Postman. It just passes the data and does...

• Created June 10, 2020 20:57
• 2 followers
• 1 comment
• 0 votes

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2. Ideas & Suggestions

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...

• Created September 19, 2018 20:37
• 4 followers
• 2 comments
• 6 votes

1. Community
2. Ideas & Suggestions

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...

• Created September 19, 2018 20:32
• 1 follower
• 0 comments
• 0 votes

1. Community
2. Ideas & Suggestions

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

• Created September 19, 2018 20:27
• 1 follower
• 0 comments
• 0 votes

1. Community
2. Ideas & Suggestions

If I am away from my insightly for a day or two, when I return I have to individually click every overdue task. It would be awesome to have a bulk select by group or a shift-select feature so I can...

• Created June 09, 2017 17:30
• 2 followers
• 1 comment
• 1 vote

1. Community
2. Ideas & Suggestions

It would be wonderful to have a search and replace feature built in so we can update content as needs change.

• Created June 09, 2017 17:24
• 1 follower
• 0 comments
• 4 votes

1. Community
2. Ideas & Suggestions

It would be so nice to be able to login to the Help Center with the same credentials as my insightly account. I am able to do this with my company's Zendesk implementation. Any chance?

• Created June 09, 2017 17:22
• 1 follower
• 0 comments
• 0 votes

1. Community
2. Ideas & Suggestions

I think we could all benefit from a little embedded editor that would allow us to add css to control elements in terms of visibility, color, size, etc. We may not need to go as deep as Zendesk HC d...

• Created September 30, 2016 18:41
• 1 follower
• 0 comments
• 1 vote

1. Community
2. Ideas & Suggestions

It would be wonderful to be able to select a group of tasks with a single click or highly them by selecting the top one and then the bottom one and this would allow all the rows to be selected in b...

• Created July 13, 2016 20:09
• 2 followers
• 1 comment
• 0 votes