
Josh Coen
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Josh Coen created a post, AnsweredInsightly adding tracker to URL?
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...
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Josh Coen commented, Ah, that info helps clear some things up! Thank you again, Micah. I think this should get me there.
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Josh Coen commented, 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 ...
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Josh Coen commented, 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...
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Josh Coen commented, 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...
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Josh Coen created a post, AnsweredCreate report by non-activity?
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...
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Josh Coen commented, Hmm. Not only didn't I see it, I'm not sure I know what that means (or where to look)! :-(
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Josh Coen commented, -
Josh Coen commented, 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 — ...
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Josh Coen created a post, Fields and saving edits to email template gone rogue
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 ...
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