CJ
- Member since
- Total activity 218
- Last activity
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Enable sorting of contacts within the organization page
I've seen plenty of posts about sorting contacts, but how about ways to filter / sort contacts *within* the organization page, so we don't just have a big list like this (see photo). Also, I'd lo...
- Created
- 3 followers
- 3 comments
- 10 votes
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Show role AND details when linking customer to an organization
When you link a contact to an organization it allows you to enter their role, but only when you save and edit the 'link' can you then add details as well. Can we get the full dialogue all the time,...
- Created
- 1 follower
- 1 comment
- 6 votes
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Allow splitting of organizations instead of just merging
It'd be nice if I could split an organization and divide the contacts from it up into two separate companies.
- Edited
- 1 follower
- 1 comment
- 5 votes
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Consolidate Duplicate Emails
Hi Support staff! I'm getting a whole bunch of duplicate emails in insightly. Do you think you can do something about this to help us users out? Request: Please update to catch and consolidate IDEN...
- Edited
- 1 follower
- 1 comment
- 3 votes
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Fix your custom category "Voicemail"
Look what happens when you create a custom category called "Voicemail"
- Created
- 2 followers
- 3 comments
- 2 votes
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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...
- Created
- 3 followers
- 4 comments
- 2 votes
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Editing of Insightly Tasks from Outlook
As this Insightly help article states, "Tasks and milestones cannot be added or edited from your Google or Exchange calendar; you may only edit these items from Insightly." It's super nice to be ...
- Created
- 2 followers
- 2 comments
- 2 votes
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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 ...
- Created
- 5 followers
- 5 comments
- 1 vote
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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.
- Created
- 1 follower
- 0 comments
- 1 vote
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I started insightly without Google apps, now I have it. How can I migrate?
I just migrated our Domain to Google Apps. I want to ensure that I'm getting full functionality between insightly & google apps. Do I need "Log in with google apps" in order to do that? Can you hel...
- Created
- 2 followers
- 3 comments
- 1 vote