Grant Davison
- Member since
- Total activity 25
- Last activity
-
Grant Davison commented, Retract last statement as discovered you can assign to a Project and add tracking information.
- View comment
- 0 votes
-
Grant Davison commented, I've just spent a few hours piloting the Integration with xero for our needs and have been initially impressed by the east of integration and visibility of connected record but the desperately disa...
- View comment
- 0 votes
-
Grant Davison created a post, Changing email address for Insightly invoicing
Hi, We want to keep the account owner the same but we would like the change the invoicing email address to our accounts email, could you please explain how to do this?
- 1 follower
- 1 comment
- 0 votes
-
Grant Davison commented, -
Grant Davison commented, Hi Lyla, I've just received confirmation from my Accountants that i have full permissions, and that it cannot be a permissions issue which is stopping xero integration with insightly. What else c...
- View comment
- 0 votes
-
Grant Davison commented, Yes i am able to log on to Xero directly to access the data within using the same credentials. I am just checking with our accountants to find if this is a permissions issue. Do you know what speci...
- View comment
- 0 votes
-
Grant Davison commented, -
Grant Davison commented, Hi Nora, the following page displays When i click through in Xero it displays authorised, then the above page auto-loads, however in insightly Xero is listed as not installed.
- View comment
- 0 votes
-
Grant Davison created a post, Automatically adding a pipeline to an opportunity?
Is there a way to when we create a new opportunity that, insightly automatically assigns a pipeline? I cannot find this option, so i am assuming it is not present? We only have one pipeline for all...
- 10 followers
- 10 comments
- 10 votes
-
Grant Davison commented,