Alejandro A

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Recent activity by Alejandro A Sort by recent activity Recent activity Votes
  • Hello Adam, Thanks for reaching out to us on your question.  Do you happen to know if the field is being automatically checked on via workflow automation that was created? It could be that via a wo...

  • Hello Asaf, Sounds good let me know if the issue returns with further information to help resolve it on my end. Enjoy your day and rest of your week. 

  • Hello Rex, When composing an email to send to your Leads/Contacts you may select only up to 50 records at a time. If you are more interested in staging email marketing campaigns for larger groups o...

  • Hello Rick, Thanks please let me know your results once done. 

  • Hello Ana, When you attempt to convert a Lead do you receive a 500 error message? 

  • Hello Ana, Do you have an example of this? And, can you provide the steps you are taking when attempting to search within your Insightly Account. 

  • Hello Justin, I'm glad you found the solution for this. I also double checked with my Insightly Senior Tech team and they informed me that you are correct. Email templates with attachments included...

  • Hello Rick, Thanks for giving that a try for me. There are a couple more steps I'd like to suggest before needing to escalate this issue.  Please try to add insightly.com and insight.ly as exceptio...

  • Hello Justin, Please know that if the email templates in question are for Opportunities, projects, and tasks these are only available for Workflow Automation templates with Insightly Professional o...

  • Hello Catherine, You do not need to pay extra a month to view other users Task. It sounds like this could be related to a browser issue.  To check if it’s the browser, can you try accessing the pag...