Stan Shaw

Member since December 06, 2015 01:12
Total activity 36
Last activity February 13, 2020 18:04

Activity overview
Posts (3)
Comments (19)

Stan Shaw commented, February 13, 2020 17:52
Hi everyone, I am also a heavy user of Insightly, but to be honest, at least for me, I solved the problem to this several years ago by doing a few simple steps: 1) Go to User Settings. Under Email ...
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- Edited February 13, 2020 18:04
- 2 votes
Stan Shaw commented, May 08, 2019 15:39
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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- Edited May 08, 2019 15:47
- 1 vote
Stan Shaw commented, February 28, 2019 18:13
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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- 1 vote
Stan Shaw created a post, September 24, 2018 16:07
Better file management in Insightly
1. Community
2. Ideas & Suggestions
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...
- Edited September 24, 2018 16:11
- 1 follower
- 0 comments
- 1 vote
Stan Shaw commented, September 22, 2018 00:57
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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- 3 votes
Stan Shaw commented, September 20, 2018 19:43
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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- 0 votes
Stan Shaw commented, July 05, 2018 21:28
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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- Edited July 05, 2018 21:29
- 1 vote
Stan Shaw commented, April 25, 2018 17:24
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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- Edited April 25, 2018 21:18
- 1 vote
Stan Shaw commented, April 20, 2018 21:01
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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- Edited April 20, 2018 21:28
- 0 votes
Stan Shaw commented, February 06, 2018 16:57
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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- 0 votes