Alejandro A
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Hello Owen, Can you provide me with the username who is unable to view tasks completed, task due, emails sent, ....etc for a Project? Also, please provide the Projects name. Thanks for your time a...
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Hello Amanda, The reason why this is happening is due to workflow automation and certain email templates. As an example when selecting an email template for Organizations and clicking Actions > New...
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Hello Bob, When signing up for a 14 Free Trial Insightly Account you'll notice Insightly includes sample records and settings. These are provided to help you to explore Insightly's records and feat...
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Hello Slawomir, I'm sorry you're having trouble with that! 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 differ...
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Hello Brentyn, Thanks for giving that a try! What I like to do next is create a ticket for you seeing how you have a paid Insightly Account. Keep an eye out for an email from me today to help furth...
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Hello Admin1, After taking a look at your Insightly Account I see you removed the link "INV001-Not Invoiced" which helped resolve the issue. Moving forward when linking a Task to a new Project and ...
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Hello Krystain, Currently a "spouse relationship" is not a default field available. As a workaround, you can create a new "custom relationship" to better fit your needs in Insightly. Here are the s...
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Hello Garthm, For ease of transferring the data from the old user to a new user, I would suggest adding a new user and upgrading your subscription temporarily. You can add a new user from the Syste...
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Hello Xiavanna, Yes, Insightly.com is accessible anywhere you have an internet connection. Any restrictions will come from the country you are trying to access Insightly from. Hope that helps answ...
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