Answered

attach multiple files to email

Can I attach more than one file to an email I'm sending from insightly? It seems like when I attach the 2nd the first one goes away. 

FYI - I'm using the free plan. Will this change if I upgrade?

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Comments

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  • Hi John, thank you for your question! 

    You can attach multiple files, it's just a little tricky. 

    The way you do it is by using the Ctrl button to select multiple files and attach them all at once. 

    I hope this helps to clarify! 

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  • OK but it's a problem if they're in different folders. 

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  • @John - I totally understand that being a hiccup. One thing you could do would be to make a folder for your attachments or you could make them into one zip file. 

    I will pass along the feedback about this to our engineers as well. 

    Thank you!

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  • My problem is the same as John's. I cannot attach files from different folders. Please consider this a Features Request. This is a very important feature for me because I use a lot of email templates with attachments. I have one that has about 4 files attached, but I use that template to contact one client at a time and I have a file that I customize to that particular client. I can't attach that one file without losing the other 4, plus some of these files are located in different folders. It would mess up my filing system majorly to try to move everything into one folder, so I would greatly appreciate it if there were some way to attach files from different folders. Thanks for considering my request. 

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  • Hi Sandy,

    Thanks for your feedback. I would recommend posting this under Feature Request so other Community users can review and vote for it as well.

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  • This is not a feature request this is a MAJOR FLAW with the product as any reasonable CRM application has this "feature". I suggest you let engineering know of their flawed logic and get it fixed ASAP. The problem is that engineers sit in their little cubicles and never get out and talk to customers or see how it is actually used in the real world. I have just started using the product and I keep coming across little annoying issues like this! The other problem you have is that your video's are not kept up to date with the current release and they don't always match the current GUI. 

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  • I completely agree. It is a serious problem. Creating a folder and moving all the docs I need for the email to that folder is not a realistic solution. This program is supposed to simplify my workload, not add extra steps and use up more of my time. Every other program I've seen allows you to add files from multiple folders. Please let us know when this is fixed.

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  • Hello Mleonard,

     

    Thanks for your feedback. I recommend you post this on our Feature Request. That way other Community users can review and vote as well. 

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