How to export Insightly task comments & email attachments?

Hi All,

Is there a way to export Insightly task comments & email attachments? My team usually puts the sales timeline/communications in the task comments. We are trying to analyze the sales process & it would be really helpful if there is an option to generate task comments as a report.

Thanks

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1 comment

Date Votes

Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
January 04, 2020 03:07

Hi Padmapriya,

The task report will give you task comments, if the task export doesn't give you that information already. As for email attachments you cannot get that information from Insightly export or reports other than the title or file name of the attachment. Although, you can get the file attachments in bulk via the API.

Thank you,

Micah Feldkamp

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