
Peter from featurepower.com
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Peter from featurepower.com commented, When you say "which were actual projects" I presume you mean contacts that are linked to projects, or maybe that are linked to currently active projects. If so, use the "Contact Linked Items Report...
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Peter from featurepower.com commented, Hi Ryan, custom field values cannot be automatically pulled into contacts from their linked organisations. Given you want to filter contacts by such a value, in order to email them, here's one wor...
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Peter from featurepower.com commented, Hi Ashton, you could use the "web to lead" or "web to contact" function in Insightly (or both). It allows you to create an HTML form and place it in your website (public or private page). Your ass...
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Peter from featurepower.com commented, -
Peter from featurepower.com commented, Hi Brian, we do free online consultations in support of Insightly (amongst other apps). Book in at our website. Or submit a request for a time that suits you better – our calendar slots are prime t...
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Peter from featurepower.com created a post, AnsweredCannot set the "Required" option when editing or creating a custom field
When browsing a custom field in System Settings, I can see the required tick box (unticked), but when I go into edit mode it does not appear. Likewise when I try to create a new custom field, it do...
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Peter from featurepower.com commented, - Community
- Advanced Reporting Series
- Sales Report for Activities including notes, phone calls, and site visits.
Okay Nick, I think you're talking about the User Activity Report template in the Other Reports folder. Yes, types of activity reported there do not include notes. I think the only way you can repor...
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Peter from featurepower.com commented, - Community
- Advanced Reporting Series
- Sales Report for Activities including notes, phone calls, and site visits.
Hi Nick, when you say "like the same options on the home page", I presume you are talking about dashboards. No, I don't believe what you're asking for exists as standard dashboard (cards). You can ...
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Peter from featurepower.com commented, Use the Organization Linked Item report to get a list of all the orgs that are linked to contacts which have the tag. Filter by Linked Contacts / Contact Tag List = <your tag>. Include Organization...
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Peter from featurepower.com commented, You should be able to find the email just underneath the image you attached. Under Past Activity. Like in this image.
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