Lead Display

Hi, 

 

Earlier when we click on the leads it used to show only the fields that are filled, but it is also showing all the fields even when not filled.

 

and while printing the lead we are not able to print the whole lead, the print is cutting off before the description, we have tried all the printer settings, but not able to print the full lead page.

 

pl look into it as it is very important to print some leads. (URGENT)

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12 comments
  • Hello Ravindran:

    There have been some updates to the display and all Custom Fields are now shown for your record.

    With regard to the printed records being cut off, do you get different results when printing from the browser's menu than you do when you click the printer icon in Insightly?

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  • When i use the print command on browser or ehwn i use the print icon on the insightly page both have the same outcome.

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  • Can someone pls fix it or reply to this problem, it is urgent.

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  • Hi Ravindran,

    I apologize for the delayed response. This is being tested by our team. I'll make sure to follow up with any new updates.

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  • HI Ravindran,

    I apologize for the inconvenience. What you may want to try is taking a screenshot and printing that.

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  • Yes, we can do it, but it is a very time consuming process, and a CRM system cannot have such inconvenient solutions, we are not using CRM system to do screenshots for printing!!! Fix it ASAP. 

     

    I do not thing we are the only once facing this problem!!!

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  • Hi Ravindran:

    If we hear more, we'll be sure to circle back here to let you know. 

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  • I have the same problem - i.e., not being able to print the description and other pertinent information from the lead.  This is severely impacting our work flow.

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  • I have the same need and concern as the O.P. When I print a Lead, using the Insightly Lead icon, it does NOT print the entire lead. I need it to print all that I see on screen. Specifically it cuts off before the Description section where all the pertinent details are that we gather from the lead. (Please don't suggest these should be placed in the Notes section as that would then dissociated the "Description" from the other lead details which would not be very useful.) (Still love Insightly!)

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  • Hi Everyone,

    Thank you all for your patience!  Unfortunately you are only able to print the equivalent of one page from Insightly at this point in time.  We are going to be pushing through some updates which may remove this restriction in the near future, but I'm sorry to say that I can't provide any specific details on that right now.

    As a workaround, however, you can always create and export a report instead.  That would let you still be able to print the data from within your lead, and exporting that report a quick process.

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  • Is this correct that Insightly does not have the capability to print a lead with the click of a button?

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  • Hello Bill,

    Dan statement is correct in which Insightly does not offer the ability to print just one page at the click of a button. The workaround above that Dan provides is the best way to print the data from within your Leads.

    Thanks for your time and understanding! 

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