Answered

outlook calendar events

I can see my google mail calendar events in Insightly, great, but I don't appear to be able to connect these to projects, contacts, opportunities etc.

Am I able to do this please? Have I missed a setting somewhere? 

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Comments

4 comments
  • Hi Simon,

    This is not an option that is available since the event is synced from your Outlook/Google Calendar; but is not being created from Insightly. The Event would need to be created internally through your Insightly calendar.

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  • This is a huge problem and is making me reconsider my choice of CRM. 

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  • Can the sync grab the contacts email from the oulook calendar and then from there link it to a contact? Is that possible? I can't tie events that made with clients by other folks in my company that book meetings/events for me.

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  • Hello Oscar,

    That is currently not an available function. If you like to see a specific feature implemented for Insightly I recommend posting your request to our Ideas & Suggestions page, which is monitored by our Product and Engineering teams. Your fellow Insightly users can vote and comment on the idea, too. In general, the more activity a request receives, the more likely it is to be considered for implementation.

    Thanks for your understanding! 

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