Alejandro A
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Hello Joel, Did you have a question or needed support from? Please let me know how I can help!
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Hello Harry, Are you able to provide me with a screenshot of where you are seeing the field "Weighting"? Thanks!
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Hello Joe, In a future update we have coming to Insightly you'll have the option to create a custom field that's better suited for Email addresses. To stay up to date please check our "Product Upda...
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Hello Neil, Thanks for clarifying that information for me! After doing some research and speaking to my Senior Tech the field "Dates to Remember" is not available in a Report. If you like to see th...
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Hello Ade, Thanks for providing that information! I'll proceed to create a ticket for us to help with better communication and troubleshooting. Please keep an eye on an email from me today. Thanks...
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Hello, Taking a look at your Insightly Account in your User Settings it looks like "Open Gmail For Google Apps To Send Emails" is checked on. When this feature is selected and you navigate to the C...
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Hello Maribeth, Once you create a custom List View in Projects you'll have the option to click on the gear icon and select Choose Columns. From there you'll be able to select which columns you'll l...
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Hello Shane, I apologize for the delay in my response as I was doing more research on this issue. Can you try using this URL- https://crm.na1.insightly.com/redirect/xero/{!CONTACTCODE} for the cus...
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Hello Kevin, I see Alex created a ticket for you to help with updates regarding this issue. Keep an eye out on this ticket as this would be the best way our Senior Tech will communicate to you when...
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Hello Neil, May I ask which "key dates" you need to be in your Organizations report? With our Advance Reporting, you can select Reports > Organization Report and add the date field to your report t...
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