Answered

Add contact link to an event

Unable to add a contact as a link to a new event. Is there an ETA on when this will be fixed?

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9 comments
  • Hi ericsommer1:

    Thanks for bringing this to our attention. We're going to have this looked into and let you know when we have more information. 

    If you haven't tried this, we found that when you create the Event and then add your link it will save.

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  • Hi ericsommer1:

    We've made some updates and this has been resolved. If you see otherwise please let us know. Thank you for your patience.

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  • Is it possible to have the option of linking a contact/lead etc to an existing event?  It seems that one can only link one way from Events to other records, rather than the other way.

    The convenience of adding the event (eg conference) first and then allowing the sales team to link to the existing event would make the recording of the link more likely.  Presently only new events can be added  through the Lead or contact record tabs

     

    or am i missing something...?

     

     

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  • Hi Randall, you're not missing anything. Linking from a record to an Event isn't available. If this is something you'd like to see we have an Ideas & Suggestions section you can post to so other users can vote. We also encourage users to vote on other posts that they feel are important.

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  • This is not working again please can you advise as I am working on this for a client - the person is on the contact record but when you go to the event and link the person you they do not come up in the list. Please can you advise?

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  • Hi Elizabeth,

    Was the contact record a newly added record at the time you were experiencing the issue?

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  • No the contact had been added some time over two weeks ago.

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  • reposting....Is it possible to have the option of linking a contact/lead etc to an existing event?  It seems that one can only link one way from Events to other records, rather than the other way.

    The convenience of adding the event (eg conference) first and then allowing the sales team to link to the existing event would make the recording of the link more likely.  Presently only new events can be added  through the Lead or contact record tabs

     

    or am i missing something...?

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  • Hello Oscar,

    The feature you are inquiring about is currently not available within Insightly. 

    If you like to see this feature implemented please post 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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