Alejandro A

1. Community
2. Troubleshooting & Tips: CRM
3. Saving emails from gmail

Hello John, I apologize for the issues you are experiencing!I want to provide some helpful information to explain these issues. As per Google, Gmail Gadgets will be discontinued on August 1st, 2018...

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• Created May 09, 2018 21:51
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1. Community
2. Troubleshooting & Tips: CRM
3. General Data Protection Regulation (GDPR)

Hello Stephan, We are still working on finalizing all this information to make it available for our users. We will be providing an update soon to help clarify everything for our users.  Thanks for ...

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• Created May 09, 2018 20:46
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1. Community
2. Ideas & Suggestions
3. Sort Order Email Templates

Hello Amanda, I see you submitted a ticket for this for further explanation. Taking a further look I see you are working with one of my colleagues in Ticket#183886. Please respond back to her email...

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• Created May 09, 2018 20:27
• 0 votes

1. Community
2. Product Updates from Insightly
3. Display only the right dropdown options with the new Field Dependencies

Hello Felicia and Tgrant, Thanks for the feedback! If you like to add your idea to this I suggest submitting your request to our Ideas & Suggestions page. Your fellow Insightly users can vote and c...

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• Created May 09, 2018 20:25
• 0 votes

1. Community
2. Product Updates from Insightly
3. Upcoming improvements to email templates and workflow automation

Hello Amanda, Please refer to my previous comment to your post for clarification on this and further support. Here's the link.  Thanks! 

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• Created May 09, 2018 17:47
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. How to change the color scheme with the new Insightly ?

Hello Micah Feldkamp, Great workaround and than you for sharing!  If you have the time can you also paste your workaround to our Discussions and Best Practices page? This will help other users disc...

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• Created May 09, 2018 17:44
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. EMAIL TEMPLATES FOR OPPORTUNITIES AND PROJECTS NOT WORKING!

Hello Amanda, I see you submitted a ticket for this for further explanation. Taking a further look I see you are working with one of my colleagues in Ticket#183886. Please respond back to her email...

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• Created May 09, 2018 17:42
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. User does not see all info inside project activity

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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• Created May 09, 2018 17:19
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. EMAIL TEMPLATES NOT ATTACHING CREATED EMAIL TEMPLATE

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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• Created May 08, 2018 21:40
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Trial account just starting but my recent activity is filled.

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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• Created May 08, 2018 20:47
• 0 votes