Alejandro A

1. Community
2. Troubleshooting & Tips: CRM
3. Create an address field with a map location function as a custom field

Hello Joe, Thanks for your comment! If you like to see this feature available within Insightly in a future update I suggest posting your request to our Ideas & Suggestions page. Your fellow Insight...

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• Created April 19, 2018 18:46
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1. Community
2. Troubleshooting & Tips: CRM
3. Issues with the new Insightly version

Hello Gilles, Thanks for the feedback! Can you provide examples of the issue you are referring to? A huge help is screenshots to help understand the issue you are experiencing. Please blur out any ...

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• Created April 19, 2018 16:59
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1. Community
2. Troubleshooting & Tips: CRM
3. can't save a new opportunity??

Hello Dale, It sounds like your issue could be related to your web browser. To check if it’s the browser, can you try accessing the page with a different browser than the one you have been using? W...

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• Created April 19, 2018 16:53
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. updating custom fields after latest update?

Hello Mark, In our New Insightly Experience custom fields are now called Object Fields. To create a new custom object field for Opportunities here are the steps: Go to System Settings > Objects an...

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• Created April 19, 2018 16:47
• 0 votes

1. Community
2. Insightly API
3. Default for field "Country" is United Kingdom; want United States

Hello Katie, If you like to change the Default Address Country you can do this by navigating to your Users Settings > Scroll down to see Country Setting.  Hope that helps! 

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• Created April 19, 2018 16:40
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1. Community
2. Troubleshooting & Tips: CRM
3. Custom Field is linked to Organization, but list is for contacts

Hello Katie, Thanks for your comment! It seems I am having trouble understanding your issue. Can you provide the exact steps you are taking to help clarify the process?  Thanks for your time! 

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• Created April 18, 2018 21:03
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Sending Email Error

Hello Tamika, I apologize that you experienced this issue! Using our SMTP setup, we send your emails to your email provider only. If accepted, your email server will be the one that actually delive...

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• Created April 18, 2018 20:54
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1. Community
2. Troubleshooting & Tips: CRM
3. Inconsistent data in report

Hello Admin 1, I apologize that you are experiencing this issue! Are you able to provide screenshots for this issue to help clarify as well? If you can please blur out any sensitive data as this is...

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• Edited April 18, 2018 20:39
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2. Troubleshooting & Tips: CRM
3. How do I set up Custom Fields with the new Insightly?

Hello Bill, Thanks for your post! Creating Custom Fields can now be done in System Settings > Objects and Fields > Record type > Object Fields. Hope that helps!   

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• Created April 18, 2018 20:29
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1. Community
2. Ideas & Suggestions
3. Tags for tasks

Hello Christine, Thanks for your question! I would like to inform you that we actually have the main post for this feature request here. Please add your comments and vote to the main post and also...

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• Created April 18, 2018 20:25
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