Amanda Nieman

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3. How can I only export email from my contacts on excel

Hi Oriane,  Do you mean the email addresses of your contacts? I don't believe there is a way to export ONLY email addresses but if you export your contacts to a CSV and then delete all other column...

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• Created August 31, 2016 20:51
• 1 vote

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3. Reducing the number of users

Thanks, Nora! I wasn't sure about that. I appreciate the clarification. 

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• Created August 31, 2016 20:47
• 0 votes

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3. Converting an existing contact into a lead

Hi Claudia,  You can do BOTH under the Actions menu! You can change a lead to a contact under actions here:   AND you can change a CONTACT to a LEAD here:

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• Edited August 31, 2016 16:08
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3. Reducing the number of users

Hi Hal,  I believe the minimum user option is TWO. Here is some info on the plans: https://www.insightly.com/pricing/ If you can't delete the second user, I recommend changing the Name to "Guest Us...

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• Created August 31, 2016 14:14
• 0 votes

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3. Hide teams in sharing options

I believe you can limit access for ASSIGNING tasks, according to the article on user permissions, a Non-administrator "Cannot make system settings changes and can only view and edit records that th...

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• Created August 29, 2016 18:24
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3. Hide teams in sharing options

Hi Javier,  I think I understand what you are saying, even though you have the ability to assign permissions by team (there is a great article on user permissions here in case that helps) you don't...

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• Created August 29, 2016 17:39
• 0 votes

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3. Why can I NOT see "Manage Tags" when I am looking at my contact?

Hi Gary,  Just to add to Peter's comment, the "Add Tags" option is available when you are within the contact (and it did used to be "Manage Tags" I hadn't noticed the change either!). The functiona...

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• Edited August 29, 2016 17:24
• 1 vote

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3. Importing Tags

Hi Jennifer,  You should be able to import as many Tags as your plan allows. One suggestion I have is to try using the Sample Import Files, found here, to import. It sounds like you are correctly m...

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• Created August 29, 2016 17:16
• 1 vote

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3. How do I view my completed tasks in order of the date that they were completed?

There is one issue with what I've suggested, if your tasks are overdue they are separated out under a different header. I'm not sure there is any way around that. Hopefully someone else has a worka...

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• Created August 18, 2016 21:43
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3. How do I view my completed tasks in order of the date that they were completed?

Hi Cynthia,  If you select "My Competed Tasks" from the View menu, you should see your tasks in order that they were completed:

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• Created August 18, 2016 21:32
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