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Kourtney Stuthard

  • Total activity 242
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Activity overview

Latest activity by Kourtney Stuthard
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    Kourtney Stuthard created a post,

    Presenting Insightly Voice!

    We are happy to announce the release of our newest feature, Insightly Voice! Insightly Voice is a built-in telephony system within your CRM. With it, you can make and receive phone calls right from...

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    Kourtney Stuthard created a post,

    Customize your date and time settings!

    Many of our users have asked us to implement various sorts of time and date formats, such as a 24-hour clock. Now you can! Our new date and time formats will allow you to customize the date and tim...

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    Kourtney Stuthard created an article,

    How to configure your date and time settings

    Each user can customize the date and time format of their records in their account. These settings will only change for the individual user, so each member of your team can have their own settings....

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    Kourtney Stuthard commented,

    Hi Rio Marquez-Hammitt,   That's a great idea! I recommend sharing it on our Ideas & Suggestions page so others can vote and comment on this idea too.

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    Kourtney Stuthard commented,

    Hi Jakub,   Your employee would need to have access to an Insightly account to add leads to Insightly. You can try having her forward the emails she receives to someone with an account so that they...

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    Kourtney Stuthard created an article,

    How to create Insightly Voice call reports

    With reports, you can identify all Insightly Voice calls that have been linked to an object.   Go to Reports and select an object and activity report. You can use this for any type of object, but ...

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    Kourtney Stuthard created an article,

    How to add records to your Insightly Voice Call List

    The Call List is an easily accessible list of numbers that are used for making calls using the Insightly Voice Dialer. The Call List contains any contacts, leads, and organizations you add and can ...

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    Kourtney Stuthard created an article,

    How to assign Insightly Voice licenses

    Once you've purchased Insightly Voice licenses, administrators will need to choose which users will receive them. If a user is not given a license, they will not be able to access the dialer. To as...

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    Kourtney Stuthard commented,

    Hi tom.wyn, Thank you for your screenshot, I understand what is happening. If you want to make that field required, you will need to use page layouts. With page layouts, you can change which fields...

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    Kourtney Stuthard commented,

    Hi tom.wyn, I'm sorry to hear you're having this issue. I need a little more information from you to solve this. Can you please clarify the type of field are you trying to create and for what objec...