David Zeidman (ZDConsult.com)

1. Community
2. Insightly API

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 December 19, 2019 17:52
• 2 followers
• 1 comment
• 1 vote

1. Community
2. Ideas & Suggestions

We would like to see a timezone field. I realise that we could create a dropdown with all the timezones in it but, given that Insightly already shows the local time for an organisation, it would be...

• Created April 19, 2018 11:32
• 1 follower
• 0 comments
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM

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 April 19, 2018 11:08
• 7 followers
• 8 comments
• 1 vote

1. Community
2. Ideas & Suggestions

 I have a couple of suggestions around advanced reporting.   1. Why do I only see a limited number of characters in the name when the grid allows me to see more. This is annoying as I cannot tell i...

• Created August 22, 2017 11:51
• 1 follower
• 0 comments
• 2 votes

1. Community
2. Insightly Partner Integrations

Unfortunately it looks like the Xero integration has also broken since the March 25th changes...  

• Created March 28, 2017 13:30
• 1 follower
• 4 comments
• 0 votes

1. Community
2. Insightly API

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 March 10, 2017 17:44
• 3 followers
• 5 comments
• 0 votes

1. Community
2. Ideas & Suggestions

I would like to be able to link contacts to opportunities because I am working with a non-profit where we represent donations as won opportunities. We are migrating from an existing system where in...

• Created March 01, 2017 18:06
• 3 followers
• 1 comment
• 5 votes

1. Community
2. Insightly Partner Integrations

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 February 15, 2017 22:27
• 2 followers
• 1 comment
• 0 votes

1. Community
2. Insightly Partner Integrations

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 January 29, 2017 13:25
• 4 followers
• 4 comments
• 0 votes

1. Community
2. Insightly Partner Integrations

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 November 23, 2016 18:19
• 3 followers
• 3 comments
• 0 votes