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Cannot link Contacts to Opportunities

Hi

We are currently evaluating the free version of Insightly however we're having trouble, some contacts will not link to opportunitues, they are simply not found.

Please advise.

Thanks

Nicole

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Comments

5 comments
  • Hi Nicole,

    Thanks for reaching out, sorry to hear that you are having trouble. Please know that our development team is aware of this and is looking into a resolution. As soon as I have an update for you I'll be sure to let you know. We appreciate your patience in the meantime.

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  • We've been having this problem too for a week or so. Would love a resolution as everything else works so well

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  • Hello Cwatson,

    Thanks so much for your patience!

    We’ve heard back from our engineering team that the issue with searching a record in the search bar and while linking has been resolved.

    But if you’re seeing otherwise, please let us know.

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  • Hello, I keep having this same problem. Not all the time, not with the same item but it is VERY annoying. 

    I'm trying to link a contact to an opportunity and it just doesn't find the name even if I know I have it. Sometimes I've had to delete the contact and create a new one and this solves it, but it takes too much time.

    Please help

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  • Hello Daria,

    Can you provide the Contacts name and the Opportunities name you are attempting to link it to? If you like to provide screenshots that work also. 

    Thanks for your help.  

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