Jerry Messick

Member since July 27, 2015 17:00
Total activity 46
Last activity September 14, 2015 02:35

Activity overview
Posts (1)
Comments (29)

Jerry Messick created a post, September 12, 2015 19:29
Completed

Shared Custom Fields between Contacts, Organizations, Opportunities and Projects
1. Community
2. Ideas & Suggestions
I've reviewed the multiple topics on my issue, but can't find a specific one that addresses it. I created a dropdown custom field called, "Referral Source", that I've created in Contacts. It cont...
- 11 followers
- 10 comments
- 8 votes
Jerry Messick commented, September 12, 2015 15:54
Very useful
- View comment
- 3 votes
Jerry Messick commented, September 04, 2015 04:14
Anthony, I never planned to mass convert Contacts to Leads...we sell to one at a time. And correct me if I'm wrong, but do Leads now sync to Google Apps? Now, I just sent an email to a Contact (in...
- View comment
- 4 votes
Jerry Messick commented, September 04, 2015 04:04
Hi, Michael. First, thank you for a thoughtful response. I should clarify...I actually didn't survive with Insightly prior to them creating the Lead platform. You see, I'm two months in on beta te...
- View comment
- 1 vote
Jerry Messick commented, September 04, 2015 02:32
Anthony, I'm stunned at this. So, this decision will force multiple people in my company to take over 8,000 combined contacts in multiple Google Apps accounts, siphon through them to download, the...
- View comment
- 7 votes
Jerry Messick commented, August 21, 2015 14:17
Yelena, I'll help. Shoot me a note with calendar availability.
- View comment
- 0 votes
Jerry Messick commented, August 05, 2015 15:45
@Jellealthuizen, simply go to a Contact record, look to the right of "Events", and you'll see a greyed out Xero button. Press it, connect, and you're done.
- View comment
- 0 votes
Jerry Messick commented, August 05, 2015 13:55
@Farrukh, good luck! If you're a Google Apps user, make sure you try out the Insightly Sidebar. It takes some practice to determine the work flow, but it just came out also and is working well fo...
- View comment
- 1 vote
Jerry Messick commented, August 05, 2015 13:41
@Farrukh, you may not know this, but the Xero integration is live. I've been using the integration since it came out (not long ago at all) and like it. It seems to disconnect sometimes, but I att...
- View comment
- 1 vote
Jerry Messick commented, August 03, 2015 23:05
@Paola, I don't believe they can, which is a challenge for us (right now, we will have to apply the template and modify each one). One step at a time, I guess. It would be a nice improvement.
- View comment
- 3 votes