Andy Sweeney
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Andy Sweeney commented, Interestingly it is possible on the Pandadoc integration but not sure whether that is Pandadoc dev or Insightly that created it. I ended up using a quick and dirty workaround where I created custo...
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Andy Sweeney commented, I've got the same problem. My colleague can see the email body but I can't. (Windows 10)
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Andy Sweeney created a post, Merge Documents - Linked Contact
Hi all, having battled through the "Help" pages (which are pretty hopeless!). Can anyone help? I am generating a merge document which uses {{ORGANISATION_ID}} etc and all working fine. I would real...
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Andy Sweeney created a post, AnsweredAutomatically closing tasks on closed opportunities
Hi all, So I am automatically creating tasks for opportunities so ie. Opp0001 is created and automatically has : Task 1 - Call client in 3 days Task 2 - Write to Client in 6 days If the Oppor...
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Andy Sweeney commented, It's in your reply to the original question :) . Interestingly, I just used the "Login using Office365" button and it worked without all of the steps above. Should I just carry on?
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Andy Sweeney commented, Hi guys, Same issue here. However it says "Make sure that you have an Insightly URL". We don't have one (that I know of) and no option to create one in the Admin panel. Is it a necessary step? ...
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Andy Sweeney created a post, AnsweredGSuite to Office 365
Hello all, So, we are migrating our mail from GSuite to Office 365. At this stage our GSuite accounts are still live. I am the Administrator on the account. 1. If I use the "Login with Office 365...
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Andy Sweeney created a post, AnsweredMigrating from GSuite - file list?
I am about to do the dreaded GSuite to Office 365 migration of our work systems. (NOT my idea!). We have some files linked from Drive to Insightly. Is there any way to run a report of all files tha...
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Andy Sweeney commented, Hi Bart, I have Insightly linked to Pandadoc. One annoying thing is that the Lookup Relationship result is passed as an ID number rather than the name of the Organization. Any ways around this?
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Andy Sweeney commented, Thanks for looking!! It's a great integration but problems like this which should be easy for them to resolve make me frustrated because it can't be that difficult for them to code!
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