Alejandro A
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Hello Nic, I see that you are working with one of my fellow colleagues on this topic. The ticket is #184109 please respond to the ticket with any further questions you may have. Keep in mind custo...
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Hello Darla, I see you created a ticket with our Customer Care Team regarding this question. Please know that someone will reach out to you and provide you with the information you inquired about. ...
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Hello Bill, Thanks for your recommendation! I have moved your post to our Ideas & Suggestions page which is monitored by our Product and Engineering teams. Your fellow Insightly users will have the...
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Hello Cédric, Custom fields can help with this when needing to add additional email addresses and phone numbers to Contact and Organization. Any admin on your account can create custom fields to me...
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Hello Jason, There are some settings you can customize for emails that can help with this. If you click the profile icon, navigate to the User Settings > User Settings page you'll see an option to ...
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Hello Steven, I'm sorry that's happening to you! When sending e-mails from any other provider, the actions are limited to the sender's side to guarantee outbound messages will be delivered. There a...
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- Troubleshooting & Tips: CRM
- Date Closed (Actual) field not reporting for LOST, SUSPENDED, ABANDONED
Hello Christopher and Cynthia, Thanks for the feedback and vote! If you can add your comments and votes to the main thread that would be really helpful. The main thread for this feature request can...
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Hello Tracey, If System Settings isn't an option for you when using both logins this means you do not have Admin rights. Do you have direct contact with the Account Owner or another Admin on the ac...
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Hello Metcomm and Dane, Thanks for the great feedback regarding this request! If you have the time the best place to provide feedback or request a feature is on our Ideas & Suggestions page. Your ...
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Hello Kyle, Thanks for giving that a try for me! Since everyone is emailing about these issues at once it sounds like it could be related to a network issue. I suggest checking in with your IT Depa...
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