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CJ

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Latest activity by CJ
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    CJ commented,

    That's good to know Chris, thanks for the info!

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    CJ created a post,

    Why we're about to leave insightly for Salesforce

    We've been with Insightly for almost a year now and we've given it the old college try, but we're coming to realize that it's little more than a digital rolodex. Here are some of the reasons we're ...

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    CJ commented,

    @Anthony Smith. Will you please unmark this thread as "completed"?

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    CJ commented,

    I didn't notice this was marked as "completed", can you please remove that tag from this post? We'd really like a true solution here.

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    CJ commented,

    Thanks for the reply Anthony. So in order for us to do this we have to create a custom field called "Value" in both our projects & opportunities, right? This seems like it won't work ...

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    CJ commented,

    Agreed! I don't think anyone does business with a customer, but not that customer's employer. Everyone does business through a legal business entity (i.e. organization). If we're doing business wit...

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    CJ commented,

    Can we please have an update on this? Can't you just port the estimated value feature from opportunities through into projects?

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    CJ created a post,

    IDEA: Automatically Turn QB Quotes into Opportunities

    When you create a quote in QuickBooks, insightly gives you the option to pull it straight into an opportunity. That way you can follow up on every quote.

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    CJ commented,

    Any news here? This is filling up storage space pretty quickly >.< and it sure makes it hard to find what you want.

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    CJ commented,

    This would be a game changer. I'd love to see it implemented soon!