sales
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sales created a post, AnsweredOpportunities - fields for completion
Under Opportunities there are categories 'Marketing' and 'Proposal'. Currently there isn't a way to have some fields for completion only applicable to one of these categories. This is a feature we ...
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- 1 comment
- 0 votes
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sales commented, Hi, Thank you for your response. This has not worked, we have logged out, cleared the cache, logged back in again and also made sure we are running the latest version of Chrome. The record ID for ...
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sales created a post, CompletedUnable to link Contacts after creating new
I have created some new contacts but I am now trying to link them to Organisations and Opportunities and the contact can't be found. I have seen this issue has already been raised a few times befor...
- 2 followers
- 3 comments
- 0 votes
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sales created a post, Viewing Emails under Activity
Under Projects - Activity, it shows you the total of Emails but how do you view these Emails? Please see in the attached screenshot, we can see there is one Email but you can't click on the area in...
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sales created a post, Viewing Emails under Activity
Hi, Under a project, under activity how do you view the emails related to this project? Please see in the attached example, it says there is one email but how do we view this email? As you can't cl...
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- 1 comment
- 0 votes
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sales commented, Hi, Please see attached (i've hidden the columns that we don't want to be public). When I log out and log back in again, my opportunities (and projects) automatically lose their filter and show as ...
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sales created a post, AnsweredList view filters
Hi, I have created a list view filter under Opportunities and Projects which i'd like to be the default view, but everytime I log out and in again it automatically removes the filter, so I have to ...
- 2 followers
- 3 comments
- 0 votes
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sales created a post, AnsweredCompleting tasks
This is regarding tasks associated to an Activity set. Before we upgraded to the new version of Insightly (released earlier this month), it used to be obvious when a task was completed as you would...
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- 1 comment
- 0 votes
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sales created a post, AnsweredSetting fields as required
Part of the new release this month was being able to set fields as required, please can you explain where within the System Settings you can do this? Thanks, Charlotte
- 2 followers
- 1 comment
- 0 votes
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sales created a post, custom filter
We use the pipleine function fFor some reason this filtering is no longer working and is causing us operational issues as we cannot monitor and take action. Your assistance would be appreciated as ...
- 2 followers
- 2 comments
- 0 votes