Andy Sweeney

Member since September 13, 2017 16:22
Total activity 19
Last activity February 24, 2021 18:58

Activity overview
Posts (4)
Comments (6)

Andy Sweeney commented, February 24, 2021 18:58
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, February 10, 2021 13:23
Merge Documents - Linked Contact
1. Community
2. Troubleshooting & Tips: CRM
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, October 24, 2020 20:11
Answered

Automatically closing tasks on closed opportunities
1. Community
2. Troubleshooting & Tips: CRM
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, January 27, 2020 19:49
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, January 26, 2020 22:32
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, July 16, 2019 21:17
Answered

GSuite to Office 365
1. Community
2. Troubleshooting & Tips: CRM
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, April 25, 2019 19:30
Answered

Migrating from GSuite - file list?
1. Community
2. Troubleshooting & Tips: CRM
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, September 15, 2018 22:01
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, November 07, 2017 23:52
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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Andy Sweeney commented, November 06, 2017 12:57
Hi Patrick, Did you get anywhere on the line break issue? It's really annoying as if I have :Andy is using Pandadoc and it is great. Frankie loves using it too. it renders in Pandadoc as "Andy is...
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