susan
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susan created a post, Organizing e-mails by project?
Hello: I'd like to have a way for emails to be linked automatically by project. I ask this because I often work on multiple projects for the same contact. If, for example, I want to hand off a pr...
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susan created a post, Answeredsending emails from within projects
Hello: I know that Insightly can be used to link e-mails to contacts. However, I work with the same contacts on multiple projects, sometimes months or years apart. It would be far better for me to ...
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- 3 votes