David Zeidman (ZDConsult.com)

1. Community
2. Discussions and Best Practices
3. Updating Contact when Moving Companies

I would say it really depends on whether you value the relationship with the organisation or whether it is just background. Personally I am always interested in seeing their history. It can lead to...

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• Created January 21, 2020 20:19
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1. Community
2. Discussions and Best Practices
3. Support ticket system recommendations?

I am not really sure I understand. The tickets and comments that are created on Insightly from Freshdesk are all done under one API key so that they all appear as though they are coming from the sa...

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• Created December 11, 2019 11:52
• 1 vote

1. Community
2. Discussions and Best Practices
3. How to handle users questions

I would agree with Micah's comments. I would just add that with generic solutions where a user can create their own custom fields you either have to ask them where to put the data ie offer them the...

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• Created April 03, 2019 17:59
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1. Community
2. Discussions and Best Practices
3. Best practice - show discussions or notes

We tend to have ongoing tasks with contacts. Any conversations that we have are associated with the task as comments. I agree that it would be easier to see conversations if they were directly asso...

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• Created January 31, 2019 19:24
• 0 votes

1. Community
2. Discussions and Best Practices
3. Send mail to organization "no contact"

Hi Maria, I would question why you would want to send an email to organizations that are not contacts. If you are sending an email to them, would not want to make the contacts? The easiest way of d...

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• Created July 04, 2018 07:54
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Edit the highlights bar

One thing that should be added to the instructions which I realised just now was that you have to drag the fields from the available fields list on the left onto the empty space on the highlights bar.

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• Created May 01, 2018 19:13
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Add Mail Domain

I would add that the email domain is good to connect incoming emails to organisations. That way if you send an email to a person with that same domain they will be automatically connected to the or...

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• Created April 25, 2018 21:24
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Integration with QB, Mailchimp and Apple Mac?

I would add to that and say because Insightly is completely web based it really does not matter what operating system you are using as long as you have access to the web! The same goes for integrat...

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• Created April 05, 2018 16:35
• 0 votes

1. Community
2. Insightly Partner Integrations
3. Nederland/Netherlands: Syncing/linking to Dutch banks

I think that this is more of a general question than simply a Netherlands question. There are many people who do not use Quickbooks or Xero. How do they integrate. I am not sure. We use Xero. I gu...

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• Created January 03, 2018 19:13
• 0 votes

1. Community
2. Insightly Partner Integrations
3. Nederland/Netherlands: Syncing/linking to Dutch banks

Hi Bob, I am not familiar with the banking system in the Netherlands (I am based in the UK) but what are your specific concerns or questions? 

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• Created January 03, 2018 16:23
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