Stephen
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Stephen created a post, AnsweredHow To Delete Default Columns in Opportunities
In order to use "Opportunities" satisfactorily, I need to delete some of the default columns. How do I do this?
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- 1 comment
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Stephen created a post, List View Organization
Really like the List View feature. I have accumulated quite a few of them. They seem to appear on the dropdown list in the order of the date they were added, last added is listed last. It would be ...
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Stephen created a post, AnsweredWhen Importing From Google Contacts, Some Contacts Don't Show Up
Say I import 20 contacts from Vcards into Google Contacts. Then, I endeavor to import all of them into Insightly Contacts. Approximately half of them do not show on the Insightly list from G Contac...
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- 1 comment
- 1 vote
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Stephen commented, Thanks so much, Eric. Very helpful. What if I just want to filter by one Tag "And" one other Tag? In other words, filter for contacts having both Tags. I see a lot about adding & removing "Columns"...
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Stephen created a post, AnsweredHow To Create Lists Using Multiple Tags?
What has replaced "the Create New List" from the drop-down menu in Contacts? Let's say I want to filter using a certain tag variable "And" another tag variable (e.g. all contacts with "DC" and "Pa...
- 3 followers
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Stephen commented, I see that the same sort of filters can be made, but with a different procedure as per the website. My dropdown list of filters has gotten quite long and seems to be ordered based on creation date ...
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Stephen commented, I had been creating contact filters by using the "tags" filtering method with "and", "or", Etc. Has this way of creating filters gone away? Is there a video that shows how to create a contact fil...
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Stephen commented, I have roughly a dozen contacts with the first name Aaron. When I search for the first name Aaron, all but one shows up in the drop-down list. I have tried retyping the name on the contact page wit...
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Stephen created a post, AnsweredGreat New Improvement! Thanks For Your Great Work
After switching to the new interface the other day. I immediately panicked when the home screen and others were different. &, I requested to switch back. Mercifully & possibly wisely, Alejandro rej...
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- 1 comment
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Stephen created a post, AnsweredHelp!! I Just Changed to the New View & I can't Even Find Notes For Contacts...
This is a deadly change to my business!! How could you? I am not able to use multiple windows and still see data. I can't access my notes while on a contact page. This is totally wrong for me. How ...
- 3 followers
- 1 comment
- 0 votes