CJ
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CJ commented, -
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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- 5 comments
- 1 vote
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CJ commented, Even better, make is so we can upload these photos to OneDrive, DropBox, Google Drive, etc... that way these photos don't take up our meager 1GB of cloud storage with insightly.
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- 3 votes
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CJ commented, Thanks for the info Julian! And you can't prohibit users from checking that box, each user has to de-select it manually from their individual accounts. It gives you the impression that Insightly is...
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- 3 votes
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CJ commented, - Community
- Troubleshooting & Tips: CRM
- Insightly is pulling all files from my emails and saving them. Uh oh.
Thanks Peter, great info! Insightly Staff: Is there no way to disable this feature from the admin level? I don't want my users enabling this feature and using up all of our storage space.
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CJ commented, -
CJ commented, Thanks Lyla. It's not a perfect solution to the small storage issue, but it'll work for now! I appreciate the support :)
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- 2 votes
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CJ created a post, Fix your custom category "Voicemail"
Look what happens when you create a custom category called "Voicemail"
- 2 followers
- 3 comments
- 2 votes
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CJ created a post, Insightly is pulling all files from my emails and saving them. Uh oh.
Insightly just started pulling all files (images, sounds, documents) from emails and saving them. This is going to make quick work of my 1GB of storage. Can you please help me fix this so I can sti...
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- 2 votes
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CJ commented, Hi Lyla, Does Insightly have intuitive ways to bulk archive / delete emails that are unnecessary? When you clean out your closet you go through one item at a time, I don't want to have to do that...
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- 2 votes