New Contact Emails

I have several clients including myself with multiple email accounts that I send and receive from. With this new change, I now will have duplicate customers all over the place. Why can't I have a customer with more than one email address?

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Comments

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  • That's pretty much pointless. The email will not be saved unless the person is emailing from the main email account. Extra steps = extra time = looking for a new CRM that will allow multiple email accounts for customers. I put a ton of work into this CRM and in one move 100s of hours were just lost. Good thing I backed it all up before Saturday.

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  •  I know and 3/25 "update" also ruined many hours of our work.  I am trying to mobilise community to support the voice Insightly should reconsider their decisions. If not, we will probably look for new alternative of Insightly. Nevertheless it fit our needs great before this update.

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  • Hi All,

    Thanks for expressing your concerns. We're going to add a new type of custom field for emails, when an email is saved to Insightly we're going to search that field and save the email to the correct contact without creating a duplicate. We'll make sure to keep you updated.

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  • Insightly will recommend you to use "Custom Field" :) Even despite the fact they do have only "plain text" text field for it that did not guarantee any functionality. Flaging e-mails as primary would work better.

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  • And the customer will be duplicated every time that customer sends emails from their secondary email accounts. 1 step forward 50 steps back.

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  • Hi there,

    Insightly team have released the tool to move e-mails and phones back to contacts and organisations. It works well. You can find a video Insightly made on how to use the tool, and also written instructions on how to use the tool below.
    https://www.youtube.com/watch?v=K410thR16tU
    https://support.insight.ly/hc/en-us/articles/115004461788-FAQs-for-Insightly-Field-Changes-March-25-2017-#how

    I have noticed and reported only one minor bug. In the case you have contact duplicates after the one-email period, it is not possible to transfer e-mails of both of them. Only one e-mail, originally of master contact, is transferred. Moreover, master e-mail is duplicated after SmartMerge.
     
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  • In one fell swoop you have wrecked 100's of hours of work and created 100's more. Keeping ONE email address and moving the rest to Notes?? Moving "Phone (Mobile)" to Notes??? Who is the bozo at Insightly responsible for this?????  This was incredibly short-sighted. It blows my mind. I doubt this will get published but could somebody there please contact me and see how I can fix this??

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  • Hi Petr,

    I'm glad you're having success with the new tool!  Thank you for notifying us of the issue you've encountered as well.  

    I'm going to have our team look into this, and I'll update this thread once we have more information.

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  • Thanks for sharing the news, Petr.

    You're correct the tool has been released which will allow you to restore your extra data into Custom Fields with one click of a button. This option is available under System Settings > Contact Information File Export. The new custom fields will be placed in the Details section at the top of contact or organization records.

    The custom field limits on your account will be increased by one for every new field you create, so these changes will not impact your current plan subscription.

    We have Release Notes available which addresses all changes here.

    Thank you for your patience.
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  • The "bozos" hitherto referred to have made a quick and acceptable fix to this short-sighted mistake. I applaud your efforts and thank you!!! :-)

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