Steven Rinn

Steven Rinn created a post, April 02, 2020 14:32
Insightly and Microsoft Teams
1. Community
2. Insightly Partner Integrations
Microsoft Teams use is expanding. How and when will Insightly integrate with Teams?
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Steven Rinn commented, February 04, 2020 22:43
It's (as Barbara Walters would say) 2020. Where's the beef ... OneNote integration ..
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Steven Rinn created a post, February 04, 2020 14:53
Edit Columns in the Activities Tab of an Opportunity
1. Community
2. Ideas & Suggestions
Allow users to edit so when i view the list of past emails i see "From" (who sent the email) rather then "Assigned To" Past Activity34 Add Activity Type Activity Name Assigned To Date D...
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Steven Rinn commented, May 09, 2019 15:39
Easy fix. Original post was escalated back in June 2016. Let's go Insightly.
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Steven Rinn commented, June 04, 2018 22:17
It's working now. Not a 15-30 minute wait; took a few days.
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Steven Rinn created a post, June 01, 2018 16:11
Answered

Search not finding an opportunity I recently created.
1. Community
2. Troubleshooting & Tips: CRM
Search not finding the opportunity nor can I link an email to the opportunity (does not populate as a choice). However, a contact linked to the opportunity is found while searching. Suggestions???
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