New post

Troubleshooting & Tips

Get answers from knowledgeable customers and Insightly team members.

Having trouble signing up for Insightly? Brenda L. 6 comments 2 votes
Troubleshooting steps for Importing Issues Nora D. 13 comments 3 votes
Not receiving any emails from Insightly to my Office 365 email Angela Jones 0 comments 0 votes
contact Laurie Cox 1 comment 0 votes Implemented
Billing and Support Issue Brette Rowley Cox 1 comment 0 votes Answered
Possible to convert Custom Field type (text->numeric) after it has value? Tim Nikolaev 2 comments 0 votes
Organizations Filter Not Working. Please help! Melissa Forbes 1 comment 0 votes Answered
How to filter by custom fields Riya Sreenivasan 1 comment 0 votes Answered
Reduced Charity Subscription Emma Sanford 1 comment 0 votes
Kanban view not showing all leads Ryan Botha 1 comment 0 votes Answered
How can we have our contacts sync from Insightly online to iPhone contacts automatically? Michael Bevilacqua 2 comments 0 votes Answered
Calculated Fields 500 Server Error John Spence 1 comment 0 votes Answered
Filtering tasks by person Mike Coffey 1 comment 0 votes Implemented
Exchange 2013 On Premise IT SUPPORT 1 comment 0 votes Implemented
delete a standard (?) field Melanie van Riel 1 comment 0 votes Answered
erroneous emails are being auto generated Ellen Gacita 5 comments 0 votes Implemented
Exporting to a csv file Graham Wilson 5 comments 0 votes Implemented
Change email address of Insightly Owner Maggie Cain 1 comment 0 votes Answered
insightly email error Steve Siegel 1 comment 0 votes Implemented
Contact E-Mail Uniqueness Technical Operations 1 comment 0 votes Answered
Limitations to Free plan ? Alain Risbourg 3 comments 0 votes Answered
Insightly Emails not sending Ryan Staples 1 comment 0 votes Implemented
B2B Question (04/11/19) Alejandro A 1 comment 0 votes
Importing Documents Tom James 1 comment 0 votes Answered
OLD USERS NOW CAN NOT FIND WHERE TO MANAGE MY USERS AND UPGRADE sean lu 4 comments 0 votes Implemented
reports to a free account vidal.marcoa 9 comments 0 votes Answered
Export report Suzanne Henderickx 1 comment 0 votes Implemented
password reset Laura Roberts 1 comment 0 votes Implemented
Plantillas y correos masivos Móni Chávez 1 comment 0 votes Implemented
What happens to notes when a user is deleted Bram Klein Kranenbarg | Corporate Relations TBV Lugus 0 comments 0 votes