Insightful Helpful in small scale election campaign.
Having trouble logging into on ap I have an account but can't log into the ap on my phone... help!! It keeps telling me that I don't have an account and then I try to create an account and it tells me I have an account... worst app I have had... can't find customer service contact information for help...
Still Learning.. Not ready to rate fully yet until I find out if I can send emails from the app, mostly to attach my email templates. Is this possible, if so, then I'm missing how to do it
Getting there.. We've been using insightly on desktop for over a year and it's been great. However there are some basic things on the app that are really frustrating. For example, it would be good to choose a start screen when the app loads - Can I set it to go to organisations rather than tasks? Most frustratingly, when you tap the phone number in order to make a phone call to an organisation, it loads up Skype! Which is just silly. So I have to copy and paste the phone number each time in order to use my phone. Not good.
Task Times I think its great that we can add tasks and all but if your app could give an option to set the time of the task on a chosen date and possibly ring an alarm on the mobile device when the task is due or on the due date as well as send an email reminder that would be awesome. Then last but not list when a task has been sheduled for a phone call and we call from the app or native dialer, insightly should pick it up and update the task at hand as well as the organisation and its contact the a call has been made
No new account creation possible? Haven't been able to sign in.. there is only login option.. no option for creating new account?
- Keep your tasks on track with push notifications for task reminders! Swipe a notification to mark a task complete or snooze for a day when today is just too busy
- Get an email when records are updated by reaching for the stars. Tap the star icon at the top of a contact, opportunity, or any other record to receive email notifications when changes are made. (Manage your Follow preferences under User Settings in our web app)
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Microsoft Dynamics CRM is the essential business tool to help you stay conne...