Andy Sweeney

1. Community
2. Troubleshooting & Tips: CRM
3. Moving from Gsuite to office 365

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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1. Community
2. Troubleshooting & Tips: CRM
3. Moving from Gsuite to office 365

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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1. Community
2. Insightly API
3. Some Custom Fields are not visible through the API

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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1. Community
2. Insightly Partner Integrations
3. Pandadoc Suggestions

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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1. Community
2. Insightly Partner Integrations
3. Pandadoc Suggestions

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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1. Community
2. Ideas & Suggestions
3. Project Tasks - Custom Names

Hi Jessica, It is partially possible if you only want {Project Name} + Some other text but it isn't perfect. 1. Create the Project as Project XYZ 2. Have a task generated that is called something l...

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