James
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James commented, Shannon, those are some great ideas. I've got a few I'd like to run by you - if you're interested, shoot me an email at james@passportscholars.com.
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James commented, @Christian - Out of curiosity, what's your industry/what do you use the tasks feature for? I haven't been utilizing it as much as I should in our business.
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James commented, -
James commented, Katie, you're so right! I love Insightly's features and the feature set is the main thing that has kept me from switching to another CRM. That being said, I have also looked at many other CRMs and ...
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James commented, True. Please vote on this one as well, another common-sense feature: http://support.insight.ly/hc/en-us/community/posts/202902450-Social-media-links
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James commented, I agree - two-way email sync is a must-have and would help me save a lot of time! I waste too much time having to save emails to Insightly and I don't like having to remember to BCC the Insightly a...
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- 3 votes
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James commented, -
James commented, - Community
- Ideas & Suggestions
- Create a "Do not create a Contact for this email address" list? Likewise for Organizations?"
Same here! It seems like Gmail addresses are already doing that, but older/more obscure email addresses (e.g. ending in @sbcglobal.net) should be added to the list.It would also be great if we coul...
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James commented, Brenda, I'm excited to hear that there's talk of revamping the UI. I spent several hours today looking at my other CRM options because of this very issue. A better designed/more modern and customiz...
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James commented, Lyla, I think Rasmus is really onto something here. Your developers should look into Ryver - essentially a free clone of Slack - and it is extremely useful! This would be a great addition to the pr...
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