Josh Coen

Member since February 21, 2017 00:44
Total activity 25
Last activity September 03, 2019 14:45

Activity overview
Posts (6)
Comments (13)

Josh Coen created a post, September 03, 2019 14:45
Answered

Insightly adding tracker to URL?
1. Community
2. Troubleshooting & Tips: CRM
Does Insightly add any trackers to links? I regularly send out emails to customers with links to their account pages. Recently one person said she couldn't access it because her content blocker fla...
- 2 followers
- 1 comment
- 0 votes
Josh Coen commented, January 31, 2019 15:08
Ah, that info helps clear some things up! Thank you again, Micah. I think this should get me there.
- View comment
- 0 votes
Josh Coen commented, January 29, 2019 15:40
Micah, thank you. I'm working my way through the Zap and on the last action (Insightly Contact Update), I'm a bit stuck. Like you, I'm using Gmail. I added "Conversation with" as my keyword in the ...
- View comment
- 0 votes
Josh Coen commented, January 24, 2019 17:33
Micah, would you be able to guide me with a little more detail about the Zapier process? Just not sure which triggers and actions will get me where I want to go. I also didn't specifically see supp...
- View comment
- 0 votes
Josh Coen commented, January 24, 2019 16:50
Micah, Thank you so much for these ideas. Sounds like they are hard-earned through experience. I think the closest solution (to an off-the-shelf Insightly feature) is the Zapier approach. I will s...
- View comment
- 0 votes
Josh Coen created a post, January 08, 2019 16:40
Answered

Create report by non-activity?
1. Community
2. Advanced Reporting Series
Does anyone know if it's possible to run a report based on something that didn't happen? For example, when someone fills out certain forms on my site, I will get an email with "Conversation with" i...
- Edited January 08, 2019 16:44
- 2 followers
- 7 comments
- 0 votes
Josh Coen commented, April 20, 2018 20:29
Hmm. Not only didn't I see it, I'm not sure I know what that means (or where to look)! :-(
- View comment
- 0 votes
Josh Coen commented, April 20, 2018 20:11
Thank you so much Melissa!
- View comment
- 0 votes
Josh Coen commented, April 19, 2018 21:23
Hi Melissa, well, kind of correct. I've been using this same template for a couple of years without problems. I use several fields in the template that pull in info. Only one has stopped working — ...
- View comment
- 0 votes
Josh Coen created a post, April 19, 2018 02:24
Fields and saving edits to email template gone rogue
1. Community
2. Troubleshooting & Tips: CRM
I recently noticed that one of the fields (Role/Title) I had inserted into an email template (quite a while ago) wasn't pulling in the data anymore — just leaving it blank. I re-checked everything ...
- 2 followers
- 7 comments
- 0 votes