Alejandro A
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Hello, l apologize that you are experiencing this issue! Can you provide me with a screenshot of your screen where the collapse button doesn't appear? Also please answer the questions below to help...
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Hello Michael, If you like to create a report for Organizations without any linked Contacts please follow these steps: Select Reports Tab Select Organization Report Drag over "Linked Contacts Co...
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Hello, Thanks for your feedback! I'm happy to hear you are and have enjoyed using Insightly. Keep the feedback coming as we love to hear from our users on how to improve the Insightly Experience. ...
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Hello Michelle, I see I am already working with Jenna Hopkins on this issue through a ticket that was created. If you like I can Cc you on the ticket if you would like to stay in the loop via Jenn...
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Hello Chelsea, Are you able to provide a screenshot of the issue uploading a file fails? In regards to uploading files and needing to refresh the page, our servers our asynchronous. So we refresh y...
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Hello Kevin, This is correct currency is based on the user's settings this is why if another user has a different setting for there currency it will not reflect in your instance. I understand how t...
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Hello Kelly, At this time Insightly does not allow for this feature to be turned off. If you have the time I encourage you to post your idea to our Ideas & Suggestions page. We are always looking f...
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Hello Ivan, If you are using our Insightly Classic web version, the first link looks right. If you are using our New Insightly Experience, you should use the second link. Hope that helps!
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- Discussions and Best Practices
- Automated emails to opportunities at a certain stage of the pipeline.
Hello Helen, Yes, you are correct in the way you set up your workflow automation and I agree with creating the same workflow but for Leads rather than Opportunities. Thanks!
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Hello Everyone, Thanks so much for your patience! We’ve heard back from our engineering team that the issue with the Outlook Sidebar requiring constant re-authorization has been resolved. But if yo...
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