In a dec 2017 post, a user asked about creating a task from a note and the post answer was that this was not an available function.. Here is the The exchange:
when I try to add a task from a...
I would like to have the ability to re-order notes...Latest note 1st . My notes start with the earliest note 1st
Often I need to clone a task for a future that has been completed for a specific day. I would like the option of not only saving the task description (which always seems to be saved) but also the ...
I just updated my Ipad and Iphone with the latest insightly version and my contacts and opportunities don't show up any more. everything else is ok
I have the same issue when I try to make a task from an email (particularly if the email has lots of responses). Now way around (now or in future)?
when I try to add a task from an email, the email content appears in the "description information" field which allows me to quickly review the info for the task.
When I try to do the same thing bu...
great idea. Bulk edit for leads is a must.