Alejandro A
- Member since
- Total activity 4299
- Last activity
-
Hello Patrick, If you like to change the billing email address you'll need to update your Insightly Account owner email first. The reason for this is when someone on your Insightly account first su...
- View comment
- Created
- 0 votes
-
- Community
- Ideas & Suggestions
- Leads: maintain user and filter criteria when selecting tags and vice versa
Hello Jeff, Yes as it stands this is working as intended! Let's keep your post here as it would be a feature request. Thanks for your feedback.
- View comment
- Created
- 0 votes
-
Hello Jeff, I understand you may not need individual attention on this. If I may share some helpful information it sounds like your issue could be related to your web browser. To check if it’s the ...
- View comment
- Created
- 0 votes
-
Hello Jeff, The only field that's required when importing Leads is the Last name so make sure that's included for each Lead. Here are two helpful articles to get you started: How to import leads ...
- View comment
- Created
- 0 votes
-
Hello Doug, Can you provide your exact steps along with any screenshots that can help clarify which fields are exporting? Please blur out any sensitive data.
- View comment
- Created
- 0 votes
-
- Community
- Troubleshooting & Tips: CRM
- Exporting Contacts: Selecting Specific Fields To Include/Exclude
Hello Doug, This is currently not available in Insightly. If you like to see this feature implemented within Insightly in a future update please post your idea in our Ideas & Suggestions page. Yo...
- View comment
- Created
- 0 votes
-
Hello Johnny, Can you let me know which token isn't populating for you? Also if you are creating a PandaDoc with a Lead record you'll need to use a Lead token for this to work. Here's a helpful art...
- View comment
- Created
- 1 vote
-
Hello Jacqueline, To help explain Insightly Links are items related to the contacts and organizations that the current record is linked to. For this reason, to remove these invoices you'll need to ...
- View comment
- Created
- 0 votes
-
Hello Tracy, I apologize for that! Can you provide your exact steps and a screenshot of the error message you received? This will help me provide a solution for your issue. Thanks for your time and...
- View comment
- Created
- 0 votes
-
Hello Conrad, I apologize for the delay in providing you with a response to your post! I'm happy to hear you were able to resolve the issue. If you need further assistance feel free to continue po...
- View comment
- Created
- 0 votes