Ed B.
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Ed B. commented, Hi Gail, Thanks for contacting us. When importing, what option are you selecting as the "import action"? Add new records Update existing records Add new records and update existing records Please...
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Ed B. commented, Hi Karen, Thanks for contacting us. At this time tracking engagement with your digital channels is not an available feature. You can post your feature request to our Ideas & Suggestions page, whic...
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Ed B. commented, Hi Edda, Thanks for contacting us. I've just checked and all of the users on your account have access to templates made by other users on your account. It sounds like your issue could be related to...
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Ed B. commented, Hi Hayley, We currently have a performance issue with our search function, which would explain why you can't locate these items. Please know that our development team is aware of this and is looki...
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Ed B. commented, Hi Paul, Thanks for contacting us. You will first need to create or clone the opportunity card. From Categories, drag "actual close date" to filters, and filter the dates accordingly.
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Ed B. commented, Hi, It sounds like your issue could be related to your web browser. To check if it’s the browser, can you try accessing the page with a different browser than the one you have been using? We recom...
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Ed B. commented, - Community
- Troubleshooting & Tips: CRM
- I can't find the Client Name listed with the tasks in the task list!
Hi Zoe, Thanks for reaching out. To view related clients/contacts for a Task, you will need to open the task record and select related to view the related contacts, organizations, etc. after clic...
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Ed B. commented, Hi James, Thanks for reaching out, sorry to hear that you are having trouble. Please know that our development team is aware of this and are looking into a resolution. As soon as I have an update f...
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Ed B. commented, Hi Geoff, Thanks for contacting us. With the new Insightly User Experience, the print option is no longer available. Please feel free to use your browsers print feature as an alternative option.
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Ed B. commented, Hi James, Thanks for reaching out. I'm sorry to hear that you are having trouble with the search function. Please know that our development team is aware of this and is looking into a resolution. ...
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