Stan Shaw
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Stan Shaw commented, - Community
- Ideas & Suggestions
- Strip out email footer graphics when saving from Gadget or manually forwarding emails to Insightly
Thanks Alejandro. I actually prefer NOT having attachments saved inside the CRM, so your advice is very helpful. These attachments are already there in the Gmail repository, and if it is of value...
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Stan Shaw commented, - Community
- Ideas & Suggestions
- Strip out email footer graphics when saving from Gadget or manually forwarding emails to Insightly
I agree that it would be nice to have a more elegant interface to selectively save what you want to save. And I understand the need, and convenience of keeping attachments associated with email mes...
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Stan Shaw created a post, Better file management in Insightly
The new UI is great, in many ways. However, Insightly simply must do something about managing files. The two biggest issues that appears in the UI now appear to be as follows: 1) Only six files ca...
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Stan Shaw commented, - Community
- Ideas & Suggestions
- Strip out email footer graphics when saving from Gadget or manually forwarding emails to Insightly
I hoped that with so much discussion on this from users, that the new Insightly UI (overall, a big improvement BTW), would have built in some sort of solution to manage unwanted files. A checkbox ...
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Stan Shaw commented, Any updates to this bug? In the meantime, I was able to save default permissions in my User Settings so that incoming email messages do not default to saving with "everyone" being able to read it....
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Stan Shaw commented, FYI, you can change permissions by looking up the email message by clicking on the Email icon to open up the "My Received Emails" icon, selecting the message or message(s), then change permissions ...
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Stan Shaw commented, Micah, thanks for your comments, they are quite helpful. An API approach using Data2CRM or possibly Import2 could be very useful and is perhaps the only means we have at this time to be able to ba...
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Stan Shaw commented, I've just read Lyla T.'s response to Brett, made just over two years ago, indicating "The XML export file is an archival format we offer as an option to users who want to back up their data". It'...
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Stan Shaw commented, Simon, Thanks for clarifying this. Understood and agreed. Inbox integration should be a priority. Given that the first query about this was made back in September 2015, I suspect many folks on this...
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Stan Shaw commented, HI Simon and Jules, I'm sorry, but your conversation is off topic. If you want to extol the virtues of a competing product, please do it elsewhere.
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