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Forwarding or Replying to Emails Saved By Other Users

Hi all

My colleagues and I are wanting to forward or reply to emails saved by each other in Insightly, but when doing so the original email and all attachments are not included. Is there a way to export or forward emails back out of Insightly so that all content and attachments are included? If not then Insightly is really just a one way repository.

Any help would be greatly appreciated.

Cheers

Shari

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  • Hey Shari Rankin,

    The feature you are looking for is currently not available in Insightly CRM. However, we do have Insightly Marketing now that focuses more on emails and managing them. If you like to learn more please let me know. 

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  • Thanks for your reply Alejandro. This is a deal-breaker for us really as we need to be able to interact with uploaded emails or really there is no point in using the system.

    We'll be transitioning away from Insightly based on this, but we really need to get all of our emails out and not in csv or xml format. Can you or anyone else please advise on the commands required to do this via the API?

    I'd also like to register my disappointment that this feature isn't included as standard, nor is it flagged in the sales process. It's a key function for any business I'm sure.

    Cheers

    Shari

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