Alejandro A
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Hello Liz, Happy to hear you'll like to learn more regarding Insightly's plans and Dashboards. I see you are working with one of my fellow colleague on a ticket already which is Ticket #181947. I s...
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Hello Wendy, Thanks for your questions and comments! I'll proceed to answer your questions below: Hi, is there any way to move linked contacts onto the front page? This is currently not available ...
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Hello Andrew, Can you provide me with a screenshot of a Record that has "Tasks" associated but are not viewable? Please blur out any sensitive data as this is a public forum. Thanks for your patie...
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- Troubleshooting & Tips: CRM
- Advanced Reporting: Number of Opportunities converted to Projects
Hello Katie, You do have the option to create a Report for the number of Opportunities converted to Projects. To do this follow these steps: Go to Reports Opportunity Report Search for "Converted...
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Hello, Have you tried using Microsoft chat system via this link? Here are the requirements for the Outlook sidebar: An Outlook client that supports add-ins Outlook online or Outlook 2013 (and hig...
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Hello Jessica, Can you provide me with an example of where you are noticing this a screenshot is very helpful? Please blur out any personal information as this is a public forum. Thanks for your p...
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Hello Kelly, Correct you'll need to use Insightly's Workflow Automation feature which is available for customers on "Professional" or "Enterprise" account. With our Workflow Automation feature, you...
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Hello Georgina, Sorry to hear you have moved on from Insightly, but we understand Insightly isn't the perfect solution for everyone. If you’d like to export a copy of your data before deleting it, ...
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Hello Stewart, I see you are using our New Insightly Experience which allows for creating a custom field for a "Website." This custom field allows users to enter a website URL which acts as a link...
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Hello Tereza, It could be possible that you still see "Date of Next Activity" for the due date of the next incomplete task. And, seeing how there's no Task linked to the Contact this Task might be ...
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