Ola Svensson
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Ola Svensson commented, Hi, I have a similar problem of having customers, contractors/freelance as well as competitors to keep track of. I define all of them as Contacts, and use Tags to differentiate between what categor...
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Ola Svensson commented, Hi Lyla, All emails are sent immediately using the same email template and to the same recipient.
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Ola Svensson created a post, email integration with Office365
I connected my Insightly account to my Office365 email as soon as the ability to do so was shown in the User Setup. The connection was made OK, I also got a confirmation email. I have managed to se...
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Ola Svensson commented, Hi Jessica, I have the same issue with custom fields for Organizations and Contacts. If information is added in full edit mode, the information stays. Inline editing works if information is added t...
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Ola Svensson commented, Update e.g. Contact field "Background" for every new activity, filter on "Date Updated". It would be good if the "Date Updated" was tied to all objects connected to a Contact, not only to Contact f...
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Ola Svensson commented, - Community
- Troubleshooting & Tips: CRM
- How to make a contact list in insightly (to make sales calls from)?
I use multiple tags to handle this: .t (dot-mark to make it pop up first in the tag list) for contacts I should call today .r for calls I can do at an arbitrary time If I should follow up a specifi...
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