Michael Whitaker

Member since September 21, 2017 13:46
Total activity 55
Last activity March 25, 2019 14:30

Activity overview
Posts (6)
Comments (14)

Michael Whitaker commented, March 25, 2019 14:30
It's been 5 weeks- our company needs this feature. We've thought through alternatives and there's not an alternative to custom fields for task. Can we please get an ETA?
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Michael Whitaker commented, March 11, 2019 14:49
Hi, the webinar said in a few weeks that custom fields in tasks would be available. It's almost been a month and our business could really use that feature as soon as possible. Is there an ETA for ...
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Michael Whitaker created a post, March 04, 2019 15:49
Completed

Outlook plugin is not working
1. Community
2. Troubleshooting & Tips: CRM
Hi, Outlook plug in is not working. Niether myself or my colleagues can send an email using the insightly plug in.
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- 1 comment
- 0 votes
Michael Whitaker created a post, January 31, 2019 16:28
Completed

Employee unable to login
1. Community
2. Troubleshooting & Tips: CRM
Hello, We have an employee unable to login. There is no error message. It asks to verify he is not a robot, but does not log him in and he has to keep doing that over and over. He has cleared brows...
- 3 followers
- 3 comments
- 1 vote
Michael Whitaker commented, May 04, 2018 14:33
We also are having this issue, severly hampering our business. Would love some response.
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- 1 vote
Michael Whitaker commented, May 04, 2018 14:19
Same.
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Michael Whitaker commented, May 04, 2018 14:18
Our insightly is down as well. I can login and see some information, but tasks and emails, basically any items I need to perform activity is not working.
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- 1 vote
Michael Whitaker commented, April 03, 2018 15:18
I also would like to create a report that shows organizations without any linked contacts, but am unable to do this.
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Michael Whitaker commented, March 07, 2018 18:57
Neither. If I am looking at a contact's profile, click to send an email through Insightly, the email does not link to the contact's assigned organization.
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- 1 vote
Michael Whitaker commented, March 07, 2018 16:21
The most frustrating part is that even sending emails through Insightly, the linking does not work. In fact, it's easier to link through outlook than it is Insightly.
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- 1 vote