Alejandro A
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Hello Jacquelyn, At the moment you change the Record Owner for Contacts in three different ways. Keep in mind only an administrator or the current record owner can change the owner. Here are the th...
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Hello Info, Can you provide me with your exact steps for when adding a Task to an Opportunity it disappears? This will allow me to look into and try and provide a solution. Thanks for your time!
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Hello Paul, If you like to do a mass mail to Contacts from Insightly, Insightly will only email the main email address which is the one entered into the default email field. The reason for this is ...
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Hello Building Bridges, What you are requesting for is currently not available. As a workaround, for the Contacts that reply with "OPT-IN" to your email, you could use Insightly's Tag feature to ap...
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Hello Tim, Keep an eye out for an email from me as I'll create a ticket to help share some helpful information. Thanks for your time and patience!
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Hello Jason, Yes, correct the individual user has to adjust this setting on their end and emails will need to be manually updated from public to private. To answer your statement: "Can I suggest t...
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Hello Stefan, I apologize you are having issues with that! First, please make sure you are using the most current version of Insightly. Next, can you tell me what version of the Apple iOS? Apple: Y...
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Hello sreynolds, We are still working on finalizing all this information to make it available for our users. We will be providing an update soon to help clarify everything for our users. Thanks for...
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Hello Ilan, Thanks for your time! I've passed along your information to my colleague, and they will reach out to you. If you have any further questions or concerns, please let me know!
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Hello Ed, Can you verify for me that the following steps were followed when trying to delete an activity set? When deleting an activity set you'll want to start with these steps: Go to System Sett...
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