Raw Travel

1. Community
2. Advanced Reporting Series
3. Show contact details in Opportunity Report

Any movement on this please? Without it, I often have to create two reports, bring them into excel and try partial text matches to make a complete a report. This reeeally slows things down for what...

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1. Community
2. Troubleshooting & Tips: CRM
3. '500' Thats an Error.

Same over here with the 500 error since the weekend.

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1. Community
2. Troubleshooting & Tips: CRM
3. Bulk file removal

https://support.insight.ly/hc/en-us/community/posts/203079440-Strip-out-email-footer-graphics-when-saving-from-Gadget-or-manually-forwarding-emails-to-Insighlty  

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1. Community
2. Product Updates from Insightly
3. Insightly releases Microsoft Power BI - view charts and graphs from your Insightly data

How can we connect our Insightly data to Power BI DESKTOP (not web)?

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1. Community
2. Insightly Partner Integrations
3. Xero Users - Invoice only

Downgraded the XERO user that initially connected XERO to Insighlty to "Invoice Only" / "Sales Only" and all works fine... can still create invoices, edit, email - but the dashboard / access is res...

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1. Community
2. Insightly Partner Integrations
3. Xero Users - Invoice only

so the process is to connect with a Standard user, and then in Xero to change that same user to Invoice Only after the initial connection has been made?

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• Edited December 03, 2015 19:20
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