Alejandro A
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Hello John, Have you tried using our Notes Report located in the Other Reports Folder? Selecting this report will allow you to view all notes. Which you can then drag over the Report Field "Primary...
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Hello Jbryson, Thanks for providing that helpful information! I went ahead and removed your screenshot now for privacy reasons. I was unable to replicate the issue on my end by following the inform...
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Hello Matt, This is correct the system is working as intended. The workaround you referenced is the correct way for linking Tasks to a Contact. You also have the option to create the Task first > S...
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- Troubleshooting & Tips: CRM
- Can not change system user's email address: "User exists in multiple instances, can not change email."
Hello Customer, I'll create a ticket for us seeing how you are a paid customer. Please keep an eye out for my email today. Thanks for your patience!
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Hello Everyone, If you have an Insightly for G-Suite account the Gmail gadget is not removable. That being said Google is sunsetting the gadget by August of this year.
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Hello Scott, If you have a Free 14-day Insightly trial account you do have access to our support team via email. As a workaround, I suggest you manually export your Google contacts, then manually i...
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Hello, Keep in mind add-ins like the Sidebar are not tested for use with on-premise Exchange accounts. Based on the information given above I recommend reaching out to Microsoft's support team to c...
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Hello Mell, After taking a look at your Insightly Account it seems you have both a Non-Google and G-Suite account associated with your email. Unfortunately, there’s no way to merge these accounts, ...
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Hello Stuart, I see that you are already working with our Senior Techs in ticket #180894 regarding this issue. Please keep an eye out on your emails as we will communicate to you when this has been...
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Hello Philipp, I apologize that you are experiencing this! Can you provide me with a screenshot of your mapping when importing your file into your Insightly Account?
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