David Zeidman (ZDConsult.com)
- Member since
- Total activity 681
- Last activity
-
Timezone field
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
- 1 follower
- 0 comments
- 0 votes
-
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
- 0 votes
-
Reporting UI
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
- 1 follower
- 0 comments
- 2 votes
-
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
-
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
-
Link any record in import
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
- 3 followers
- 1 comment
- 5 votes
-
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
-
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
-
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
-
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