Not planned

Strip out email footer graphics when saving from Gadget or manually forwarding emails to Insightly

Need the ability to

a) tell Insighlty to strip out embedded (not attached files) graphics when receiving emails

or

b) have the Gmail gadget have this option ("Save Email without embedded graphics")

or

c) have the new Insightly sidebar include a "Save Email without embedded graphics"

Its pretty normal for companies to send out emails with a graphic footer, the customer replies and we want to save that into Insighlty... but without taking up extra storage space. Or for the Insightly users to to send emails from their Gmail that include a standard header to Insighlty.

Having to remember and to manually delete the graphics/footer every time is not ideal.

Once the email is sent to the Insighlty (users inbox) there is no way to strip out the image?

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Comments

79 comments
  • Hi Feargal,

    You need to use Webhooks to delete the file attachment NOT Zapier's "out-of-the-box" Insightly connection

    Here is the API endpoint you need to use to delete the file attachments:

    https://api.insightly.com/v3.0/Help#!/FileAttachments/DeleteFileAttachment

    Let me know if you need more help. 

    Thank you,

    Micah Feldkamp

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  • I feel your Pain Chris Newman, this is driving me mad. Records with numerous email interactions now have hundreds of tiny files associated with them from all the email signatures. All I want is the option to tick a box against the files I don't want to select them and click once to delete all selected, rather than the ridiculous rigmarole you describe so accurately in your comment.

    It's hard to believe that Insightly has anything other than a financial motive for NOT addressing this issue which has now been causing customers to lose faith in the platform for over 4 years!!!

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  • I recently had to set up a CRM for a client (as opposed to my CRM) and this was a factor in not being able to recommend Insightly. It's not just the issue but the lack of progress or a real solution. .

    I need a system that is simple and easy to use (I am not a techie!). Hence suggestions that we export to this and that to there and then perform cleaning using widget AB etc are not helpful. These are offered in lieu of a system that is not meeting our needs. 

    Please add to your Agile backlog and get it done!

     

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  • Hi Shauna:

    If many of your emails will have logos, you also have the option to turn this function off in your User Settings.

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  • Ah, thanks for the clarification Shauna and thank you for adding your support for this feature request :)

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  • Hi Mia & Raw Travel!

    We don't have any updates at this time; but I'll make sure to keep you both posted once new information is available. :)

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  • Hi everyone, thank you for your votes. We are currently working on the next versions of the Insightly Gmail Sidebar and Outlook Add-In. Both would support an option to "Save Attachments to Insightly". This would allow you decide with each individual email whether you'd like to save attachments or not.

    Here is a preview of what the "Save email to Insightly" modal would look like in Gmail or Outlook.

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  • Hello everyone - the new Insightly Sidebar for Outlook released earlier this month now has an option to not save attachments optionally with each email save. This should help our Outlook users. We hope in the future to include this option into the Sidebar for Gmail.

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  • For a technology team, these people are idiots and have no clue what we're talking about. It's a joke that they have this bulletin board when they don't acknowledge feedback or even understand the root issue. Maybe if we change the nature of the thread, we can get some attention.

    As an Insightly user, I'm looking for a good alternate product that people have had success with. Looking forward to reading your responses.

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  • + 1 vote for me. Either allow us to choose not to have embedded files added (but allow attachments) or allow bulk delete of files, or both :)

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  • Insightly has been both deaf and blind to this topic for a long time.

     

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  • Do you have an update of when this feature will be available?

    Thanks

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  • the issue of deleting muliple files has been a problem for MANY users and for several years.

    Can't you just simply create a page with all the files saved and the possibility to bulk delete them?

    That would solve the problem

     

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  • Hello,

    As a temporary workaround for wanting to bulk delete file attachments... If there is a way to easily filter for the file's record IDs and get the IDs into a spreadsheet, then we can bulk delete all the files using Google Sheets and a custom DELETE webhook with Zapier.

    Thank you,

    Micah Feldkamp 

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  • Hey Joseph! We are hiring software engineers. Would love to have you join our team! 😉

    That said, we understand that this has been a pain point for a lot of our customers for quite some time so we are looking more closely into this request. If you noticed in our last product release, we included a lot of "customer love" items to improve the UI including saving your last column width, a one-click checkbox on tasks within a record and many others. We realize the huge impact these small changes bring and we thank our Community members for continually giving us feedback, requesting features and voting.

    We hope to deliver on this one in the next product release next quarter. I will keep everyone posted once we get more updates!

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  • Insightly continues to just not get it.  If we have the ability to save or not save attachments to Insightly, the emails that have attachments to be saved will also continue to save our logos.  Doesn't sound like you can save one without the other.  At the very least, there needs to be an easy way to get the logos out of the saved files.  The idea proposed by Melissa sounds like an easy fix.  

    "Why not an added column on the side of the Files tab that allows you to do SELECT ALL, SELECT SOME, and then apply DELETE action. This is standard in many software platforms and would resolve the main pain point."

    Why is this so hard?  3-4 years into using Insightly and we are still back at what appears to be the biggest complaint you have.  

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  • I'm struggling with the DELETE in Insightly.

    I have the contact+attachment data in Google Sheets.

    But Zapier doesn't seem to offer DELETE anything from Insightly as an option.

    What am I missing?

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  • As I understand it this is not even possible using the API. There is a documented call to get access to the file attachments collection

    https://api.insightly.com/v3.0/Contacts/<contact_id>/FileAttachments?count_total=false

    But it doesn't work.

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  • Hi Feargal,

    It looks like your searching for the attachments using the contact filter, I think you're right, you cannot filter by file attachment. Instead try using flatly.io. This app will push all your data to spreadsheets and there you can use your spreadsheet's filters to find the right file attachment ID's to delete.

    Thank you,

    Micah Feldkamp

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