What CRM system has the best security?
I also would like to be able to sort by just the current, today, tasks, rather than having to spend time and energy looking for them.
Our company is also looking for greater security in our CRM system. Has insightly added this feature yet? Thanks.
Great suggestion - I am spending my Friday afternoon deleting files. Check box idea is great..
I just tested the email templates again and looks like you guys have fixed the tracking and attachment problems. Thanks - really like this feature and back to the races.
Hope you and your ...
I just used this new function. It did not attach any attachment, so potential clients did not receive information, and there is no tracking functionality anymore.
Is it possible to use o...