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Can not link things

I can not link a contact to a project.

I have tried several times, for a month +.

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5 comments
  • Hello Bree,

    I apologize for experiencing that issue. 

    To better support, can you provide me with the exact steps you are taking when trying to link a Contact to a Project? 

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  • Hello - I am having the same issue as Bree. I created a new event and began to link many customers and contacts at the respective customers to the event. In a few cases I had to create a customer/contact from scratch - in some (but not all) of those cases I am unable to "find" the new contacts to link them to the event. When I type their names into the field of the event or in the search bar at the top of the page, nothing comes up. However, when I actually click on the customer they are listed their as an 'employee.'

    I can be reached at maeve315@gmail.com. Please let me know if you can help.

    Thank you!

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  • Hello Maeve,

    I apologize for experiencing that! 

    Can you provide me an example of a Record that exists in your Insightly Account but is unable to link it or search for the record? Please provide a screenshot of the whole record and include the date it was created. Also, blur out any sensitive data as this is a public forum. 

    Looking forward to your reply to continue supporting you with this issue! 

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  • Hi Alejandro,

     

    Unfortunately everything is confidential (both the event and the contact) so I am not able to post screenshots. Is it possible to speak with someone in Customer Support over the phone, or via email for confidential communication? I can be reached at xxxxxxx.

    Thank you,

    Maeve

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  • Hello Maeve,

    What I can do is create a ticket for us to help better communicate this information. Please keep an eye out for an email from me today. I've also removed your email for privacy reasons from your post. 

    Thanks for your time!

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