
David Zeidman (ZDConsult.com)
- Member since
- Total activity 623
- Last activity
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Answered
Filtering organisations where they have a value in a specific custom field
I would like to be able to get a filtered list of organisations for those organisations that have any value of a specific custom field. We have a multi-select dropdown and I want to retrieve a list...
- Created
- 2 followers
- 1 comment
- 1 vote
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Edit the highlights bar
I am loving the new editing of layouts! But I am uncertain how to add new items to the highlights bar. I can see that it is possible to delete existing items and I can see that there are placeholde...
- Created
- 7 followers
- 8 comments
- 1 vote
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Xero integration broken following update
Unfortunately it looks like the Xero integration has also broken since the March 25th changes...
- Created
- 1 follower
- 4 comments
- 0 votes
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PUTting opportunity links
I am using Postman to get and add data to my Insightly account. I have an opportunity which I can successfully GET using the 2.2 API. I would like to PUT a contact link to the opportunity so that i...
- Created
- 3 followers
- 5 comments
- 0 votes
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PandaDoc plan needed?
I was wondering which PandaDoc plan was required to use the Insightly integration. PandaDoc's pricing page says that you would need the business plan to benefit from "CRM Integration" one of which ...
- Created
- 2 followers
- 1 comment
- 0 votes
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Content pack on power bi desktop
I would like to create my own calculated field for the Insightly power bi data and from my understanding this can only be done in the desktop version of power bi (but please correct me if I am wron...
- Created
- 4 followers
- 4 comments
- 0 votes
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Xero Id Custom Field
We have the Xero integration but before that I had set up a custom field on the organisation record call Xero Id which I had started to populate with a value that would connect the Insightly record...
- Created
- 3 followers
- 3 comments
- 0 votes
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Pipeline Example - Zeidman Development
We sell software both our own off the shelf products and also custom solutions targeted at non-profits and fundraising organisations. Here is the opportunity pipeline that we use for our custom sol...
- Edited
- 2 followers
- 1 comment
- 6 votes
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Pipeline Analysis
We have a pipeline on opportunities with the following stages (simplified below): Demo Trial Purchase We would now like to perform some analysis as to how successful our demos were, who trialled ...
- Created
- 3 followers
- 3 comments
- 0 votes
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API Rate limits
I am developing some software for a client that imports data into Insightly. They would otherwise make use of the regular import but what they are trying to do is not possible. The problem is that ...
- Created
- 2 followers
- 1 comment
- 0 votes