CJ

1. Community
2. Ideas & Suggestions
3. Why on earth would you have a catagory called meeting and not have the ability to set the time?

Sending a meeting request from insightly would be interesting. Here's what I do Timothy. I create my meeting in insightly, link it to my contacts and add the time, then I open that meeting up from ...

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• Created November 03, 2016 20:53
• 2 votes

1. Community
2. Ideas & Suggestions
3. Editing of Insightly Tasks from Outlook

I wrote this in July... it's November now.

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• Created November 03, 2016 20:50
• 1 vote

1. Community
2. Ideas & Suggestions
3. Allow splitting of organizations instead of just merging

It's been a few months... what do you say?

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• Created November 03, 2016 20:49
• 1 vote

1. Community
2. Ideas & Suggestions
3. Show role AND details when linking customer to an organization

-.-

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• Created November 03, 2016 20:48
• 2 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Finding emails with large attachments

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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• Created September 06, 2016 19:33
• 3 votes

1. Community
2. Troubleshooting & Tips: CRM
3. 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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• Created August 16, 2016 21:25
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Fix your custom category "Voicemail"

Awesome, thanks so much!

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• Created August 12, 2016 19:55
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Finding emails with large attachments

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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• Created August 04, 2016 22:12
• 2 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Finding emails with large attachments

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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• Created August 03, 2016 19:42
• 2 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Finding emails with large attachments

I'm starting to feel similarly. The #1 reason I went with Insightly was for the ability to store emails with customers. We really need a way to store more. We've been with Insightly for a month now...

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• Created August 02, 2016 19:31
• 2 votes