Alejandro A
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Hello Everyone, Sorry, you are having problems with that! I have some information regarding this that may help clarify this issue. When you select the option "Import your contacts from Gmail" the s...
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Hello Nancy, We recently made an update to Insightly and custom fields are now named "Object and Fields" in your System Settings. This article does a great job of explaining the process step by ste...
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Hello Marina, Keep an eye out for an email from me today. I'll need to create a ticket to help better communicate. Thanks for your patience!
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Hello Freddydi, It sounds like the data you are referring to is Insightly's sample data. Insightly includes sample records and settings on every new account. These are provided to help you to explo...
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Hello Ricardo, At this time Insightly does not offer this feature. However, you might want to check out Zapier which has a connection to Insightly that allows you to connect your Insightly data to ...
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Hello fredericb, Our article does state "you can choose a selected group of records" this includes Opportunities. Here's a screenshot that highlights which records you can bulk edit: In order to h...
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- Tasks not linked when Merging Organizations - normal? Work around?
Hello Rich, I'll need to create a ticket for this to help with better communication regarding this topic. Please keep an eye out for an email from me today. Thanks for your patience and understandi...
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Hello Brandon, The "why" here is because Contacts and Leads are technically "people." Opportunities are a process that you go through which you can't email a process. In a sense, Opportunities are ...
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Hello David, That sounds frustrating let's see if I can help provide a solution! Let's try uninstalling and reinstalling the Insightly Sidebar: To uninstall: Log in to your Outlook account. Click...
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Hello Helen, At the moment Insightly does not allow for a Lead to link to a Contact via import or within Insightly. Since leads are looked at as potential sales before converting them to Insightly ...
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