Emails... Why I can have only one email per new contact now???
Emails... Why I can have only one email per new contact now??? How to fix it? This is very very bad glitch... making system unusable.
Emails... Why I can have only one email per new contact now??? How to fix it? This is very very bad glitch... making system unusable.
Comments
Hi Nick,
We updated the system in Insightly back on 3/25/17, which made changes to some fields on contact and organization records. For more information, please take a look at our article: FAQS for Insightly Field Changes
These changes were made to help enhance and improve the Insightly product and overall system performance in the long term. We'll be able to add powerful new features in the coming months to streamline many of your workflows and processes now that this update is in place.
You guys are doing a horrible job at selling this changes to the users, we are not seriously considering at changing CRM because of this. And yet again I'm just sent to read 100-page manual and I absolutely have no time and idea on how to make this work for our business...
The problem is that our clients have more than one email address, just the nature of things... How to deal with it?
So does that mean that all our data for email addresses is going to be deleted?
We have found this to be a problem too. Any solution to this "upgrade"?
Hi Nick and Adam,
When we made this change, we added in a new custom field type for both Email and Phone. Custom fields created in those field types function nearly identically to the previous system. We also added a tool that lets you convert information that was moved to notes during the update back into your records as custom fields. Fields added in this way do not count against your custom field limits.
Greate, so now i need to allocate resource to clean your mess up. You have destroyed my database. Who is going to pay for this?
Hi there:
You can easily bring the data back using the tool Dan mentioned. Each field can be restored for all associated records with one click (per field). If you need help doing this please let us know, we'll be happy to help you with this.
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