TaskClone 51 Posted August 30, 2013 Share Posted August 30, 2013 Somehow, I was lucky enough to find it on the day it went live. Insightly is a great online CRM and project management tool that integrates wonderfully with Google Apps. It now has a useful integration with Evernote that allows you to link an Evernote note to any project (and I presume any opportunity as well). Check it out. http://support.insight.ly/entries/21981209-Can-I-link-my-Evernote-notes-to-Insightly- Not on Insightly's payroll, but I should be. Link to comment
Level 5* GrumpyMonkey 4,319 Posted August 30, 2013 Level 5* Share Posted August 30, 2013 Somehow, I was lucky enough to find it on the day it went live. Insightly is a great online CRM and project management tool that integrates wonderfully with Google Apps. It now has a useful integration with Evernote that allows you to link an Evernote note to any project (and I presume any opportunity as well). Check it out. http://support.insight.ly/entries/21981209-Can-I-link-my-Evernote-notes-to-Insightly- Not on Insightly's payroll, but I should be. Thanks for letting us know about it. I have moved the thread to the third-party application forum. Link to comment
AriNa 0 Posted June 25, 2014 Share Posted June 25, 2014 do you know how I can search through events of contacts? I want to list in certain contacts when they had a meeting with me and then let's say I want to see who I met with in May I want to be able to run a search, a filter on the events. I can't find that option - the filters in the contact search are only for fields in the About of the contacts...help or suggestions would be appreciated! Link to comment
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