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Stephen

  • Total activity 44
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Activity overview

Latest activity by Stephen
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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 & remo...

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    Stephen created a post,

    How To Create Lists Using Multiple Tags?

    Answered

    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 contac...

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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 sho...

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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,

    Great New Improvement! Thanks For Your Great Work

    Answered

    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, Aleja...

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    Stephen created a post,

    Help!! I Just Changed to the New View & I can't Even Find Notes For Contacts...

    Answered

    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 ...

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    Stephen commented,

    When I came into the office this morning; site opened immediately. Thank you for your wonderful work!!

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    Stephen created a post,

    Sight Will Not Open

    Answered

    Have been using Insightly on this computer for years. While I was using today, Insightly started timing out when i attempted to open something. So, I cleared the cache & history on my browser a...

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    Stephen created a post,

    "An Error Occurred" While Posting Gmails to Insightly

    Completed

    Really like the Sidebar. But after posting several emails from Gmail to Insightly, I occasionally get "an error occurred" message. Am I doing something to cause this? Thanks & best, S...