
Jerry Messick
- Member since
- Total activity 46
- Last activity
-
Jerry Messick created a post, CompletedShared Custom Fields between Contacts, Organizations, Opportunities and Projects
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, -
Jerry Messick commented, 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, 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, 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, -
Jerry Messick commented, @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, @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, @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, @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