Dan P.
- Member since
- Total activity 1855
- Last activity
-
Dan P. commented, Hey Christine, The best way find this information would be to create a project report. These reports can then have their columns edited. Click on the "Linked Items" folder when this report is cre...
- View comment
- 0 votes
-
Dan P. commented, Hi Whitney, Are you also only experiencing this issue with Task notifications, or is it all notifications?
- View comment
- 0 votes
-
Dan P. commented, Hi Taavi, You aren't able to search by the linked record name in order to find a specific task. If you'd like to sort your tasks to show only tasks associated with a specific record (contact, orga...
- View comment
- 0 votes
-
Dan P. commented, Hi All, Thanks for your patience! It looks like our Dev team has pushed out a fix for this for all new reports. If you have a saved report, you may be seeing an Invalid Filter error message - they...
- View comment
- 0 votes
-
Dan P. commented, Hi Shaheen, Are you still having trouble with this? I'm showing that you were able to use your email templates to send a large number of emails at 6:50 this morning.
- View comment
- 0 votes
-
Dan P. commented, Hi Jessica, Thank you for letting me know! I'm going to submit your information to our Dev team for further investigation, but we'll update you here as soon as we have more information. Thanks for...
- View comment
- 0 votes
-
Dan P. commented, -
Dan P. commented, Hi Nidhi, Each Insightly plan offers different capabilities. Because you're on the Free plan, you're limited to 2 custom fields per record type. The lowest level paid plan (the Plus plan, as of 1...
- View comment
- 0 votes
-
Dan P. commented, Hi Q, Tags are not able to be renamed or updated using the bulk updating with imports system. Instead, you'll need to either rename the tag or use bulk editing to remove and add a new tag to your ...
- View comment
- 0 votes
-
Dan P. commented, Hi all, It looks like the issue was being caused by Robin's import file having multiple tabs (also known as sheets). Insightly's import system only supports importing one sheet at a time.
- View comment
- 0 votes