Tim Brennan
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Tim Brennan commented, You're kidding. Isn't this a really basic feature of CRMs? Is there any workaround so I don't have to keep going into gmail hitting the Save Email button, and then switching back to insightly?
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- 1 vote
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Tim Brennan commented, I am just having another look at this issue again this morning. Please can you tell me, is it possible to turn on auto-save in Insightly somewhere? For example in google docs, you never have to h...
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- 3 votes
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Tim Brennan commented, Actually, the button only goes below the fold when you start typing. The more you type the further the button goes down. Ideally, I'd really like to see a warning when you try and navigate away fr...
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- 1 vote
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Tim Brennan created a post, AnsweredTask Comments easily get lost
When I make a phone call I like to add any notes in the task comments. There seems to be a design flaw because if you don't click the button then it doesn't warn you your data is going to be lost. ...
- 6 followers
- 14 comments
- 3 votes
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Tim Brennan created a post, One click Skype calls from Insightly
i know that some browsers allow you to click numbers on webpages and have skype dial that number. Is this possible with insightly?
- 5 followers
- 3 comments
- 4 votes
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Tim Brennan created a post, Email replies not showing up under Received
When I send an email from insightly, it would be nice if the reply would automatically show up in insightly. However, I need to manually save the reply using the Gmail gadget. Have I set up insigh...
- 9 followers
- 14 comments
- 6 votes
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Tim Brennan created a post, Custom Filter - no notes in 14 days
I can see that I can filter organisations by "no notes for the last 7 days" but how do i create a " no notes for 14 days"?
- 2 followers
- 1 comment
- 0 votes
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Tim Brennan commented, Thanks Brenda, I mentioned this issue to a friend yesterday. What I really need is to be able to see all the organisations that are ready for following up. I.e. those that meet the following crit...
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Tim Brennan created a post, CompletedNot losing track of progress for multiple companies list
I am transitioning from an excel spread sheet to Insightly. I make a list of companies, and then ring around, follow up with an email, then follow up again on the phone after 2 weeks. and then keep...
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- 2 followers
- 4 comments
- 1 vote