Because you can only see 2 lines of a task and there is no way to expand it. Makes it pretty much useless really. Update: Running 3.8 If I hit one of the original task emails sent from Insightly, on the details page I see html code in the description section. If I edit that I see 1 long line description of the html. Double tap does nothing. If I open one of my tasks I see 2 lines in the description and when editing it goes to one long line also.
Just started using it... Looks usable, but why aren't TAGS included in how you can search among organizations and individuals dual contacts? They are a major. Part of how the system is used, but they seem to be missing from the App in regards to searchability... Maybe make them clickable within organization or contact data?
Needs more fine tuning Like the website, but the mobile app is not the greatest. My task don't link with my calendar most if the time, same with my contacts. Difficult to click on a lead or contact and make a quick call. Needs more work to compete with mobile CRMs like Base CRM. Also would be nice to be able to send and receive notes on task and projects with team members. Insightly makes it very difficult for that to happen.
If you are not using this, you are losing revenues daily.
Sorting leads I have problem not being able to sort leads. Otherwise good program I just don't understand how you can have a leads list and not be able to sort in alpha order or any other order
Great CRM App Insightly is a great CRM program it fits the needs of my company perfectly and the mobile app let's me do real time updates maximizing my time.
New features in v3.9.1 (53)
* New Feedback and Support Options
* Localization updates
* Bug fixes
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Microsoft Dynamics CRM is the essential business tool to help you stay conne...
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