
Alejandro A
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Hello Conrad, I apologize for the delay in providing you with a response to your post! I'm happy to hear you were able to resolve the issue. If you need further assistance feel free to continue po...
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Hello Clyde, Contacts that include an organization name field during import will be matched and linked to existing organizations. If there is no match, Insightly will create and link the organizati...
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- Troubleshooting & Tips: CRM
- Create an address field with a map location function as a custom field
Hello Joe, Thanks for your comment! If you like to see this feature available within Insightly in a future update I suggest posting your request to our Ideas & Suggestions page. Your fellow Insight...
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Hello Gilles, Thanks for the feedback! Can you provide examples of the issue you are referring to? A huge help is screenshots to help understand the issue you are experiencing. Please blur out any ...
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Hello Dale, 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? W...
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Hello Mark, In our New Insightly Experience custom fields are now called Object Fields. To create a new custom object field for Opportunities here are the steps: Go to System Settings > Objects an...
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Hello Katie, If you like to change the Default Address Country you can do this by navigating to your Users Settings > Scroll down to see Country Setting. Hope that helps!
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- Troubleshooting & Tips: CRM
- Custom Field is linked to Organization, but list is for contacts
Hello Katie, Thanks for your comment! It seems I am having trouble understanding your issue. Can you provide the exact steps you are taking to help clarify the process? Thanks for your time!
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Hello Tamika, I apologize that you experienced this issue! Using our SMTP setup, we send your emails to your email provider only. If accepted, your email server will be the one that actually delive...
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Hello Admin 1, I apologize that you are experiencing this issue! Are you able to provide screenshots for this issue to help clarify as well? If you can please blur out any sensitive data as this is...
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