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Colorscene
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Member since ‎Jun 28, 2019
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Tim Cuthbertson

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tscott on November 14, 2017
Customize the Tasks Columns
In our company, we use the tasks feature to assign RFQ's/(Deals) to employees. But we do not have the option to customize/edit the columns. We would like to edit the titles and the number of steps in the tasks feature so, we can more accurately show read more
Reply Idea Tasks
203 upvotes
93 Replies
Colorscene
Participant
November 17, 2019
This simple feature request has just passed it's 2 year anniversary. I added a variation request 5 months ago. What does it take to get product manag...read more
Solved
ULending on February 22, 2017
relating contacts to each other
Hi, am looking to document relationship between a loan borrower (Contact) and the referring person/real estate agent, etc (Ideally, a contact). I've seen the suggestion to use companies, or deals? Thanks for the insight. I want to have a hyperlink a read more
Reply Discussion Companies Contacts Deals
67 upvotes
25 Replies
Colorscene
Participant
November 17, 2019
This is a simple yet fundamental request that should be implemented. I still use insightly for another business and Associations between contacts, As...read more
tscott on November 14, 2017
Customize the Tasks Columns
In our company, we use the tasks feature to assign RFQ's/(Deals) to employees. But we do not have the option to customize/edit the columns. We would like to edit the titles and the number of steps in the tasks feature so, we can more accurately show read more
Reply Idea Tasks
203 upvotes
93 Replies
Colorscene
Participant
November 17, 2019
This simple feature request has just passed it's 2 year anniversary. I added a variation request 5 months ago. What does it take to get product manag...read more
WhoOrderedRice on May 01, 2018
Only log emails to EXISTING CRM contacts!!
We have the outlook sidekick plugin on our email accounts, which logs emails and gives you a nice sidebar for more contact details. - Which is great for our actual customer contacts. However, this plugin is currently adding absolutely everyone read more
Reply Idea Connected Email Contacts & Companies Sales Email Extensions & Add-Ins
143 upvotes
198 Replies
Colorscene
Participant
June 28, 2019
This post should be categorised in Companies and Contacts. Can't change that as a replier!!!
WhoOrderedRice on May 01, 2018
Only log emails to EXISTING CRM contacts!!
We have the outlook sidekick plugin on our email accounts, which logs emails and gives you a nice sidebar for more contact details. - Which is great for our actual customer contacts. However, this plugin is currently adding absolutely everyone read more
Reply Idea Connected Email Contacts & Companies Sales Email Extensions & Add-Ins
143 upvotes
198 Replies
Colorscene
Participant
June 28, 2019
This post should be categorised in Companies and Contacts. Can't change that as a replier!!!
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