Visit Freshworks.com Visit Freshworks

Replies posted by krish

1 Reply

V
Apprentice
vinoth.shankaran_oldApprentice
posted in Archives - Freshdesk

Insightly CRM

This is a great help to our Support Agents.  They like being able to click the link to the Customer or Company in the ticket and open Insightly right to them.  Before we implemented this FreshPlug our agents would go to Insightly and search for the Organization or Contact to see additional information.  Now they click the link and they are there, a huge tie saver for us.I have one request.  Is there a way to list the Tasks that are associated with the Company as well as the Contact when you select tasks?  Most, if not all, of our tasks in Insightly are linked to the Company rather that the Contact.  

42
K
Community Debut
6 years ago

Badge winners

Show all badges
Terms of UseCookie settings