Andrew Mackenzie

Member since November 04, 2015 11:33
Total activity 6
Last activity November 17, 2015 10:59

Activity overview
Posts (3)
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Andrew Mackenzie created a post, November 17, 2015 10:59
Answered

Import problem
1. Community
2. Troubleshooting & Tips: CRM
Hi We are trying to import contact details from an Excel file and all details are successfully being uploaded into the system apart from role and organisation. The fields don't import, even though...
- 3 followers
- 2 comments
- 0 votes
Andrew Mackenzie created a post, November 16, 2015 15:11
Occupation details not mapping across on import
1. Community
2. Troubleshooting & Tips: CRM
Hi We are trying to import contact details from an Excel file and all details are successfully being uploaded into the system apart from role and organisation. The fields don't import, even though...
- 5 followers
- 8 comments
- 0 votes
Andrew Mackenzie created a post, November 04, 2015 11:33
Upgrade account
1. Community
2. Troubleshooting & Tips: CRM
I have a free version and we are looking to roll out Insightly to our company. I'd like to be able to invite several more users and try out the custom branding options - but I can't see any option ...
- 2 followers
- 1 comment
- 0 votes