Stephen
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Activity overview
Latest activity by Stephen-
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?
AnsweredWhat 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
AnsweredAfter 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...
AnsweredThis 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
AnsweredHave 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
CompletedReally 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...