Alejandro A
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Hello Maribeth, To help better assist you can you provide me with two screenshots. One that displays the custom field in "Object Fields" and the other where the custom field doesn't display in the ...
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Hello Mandy, The “Keep me logged in” option will retain your login information for a limited time. You will always be logged out of Insightly after 120 minutes of inactivity. With the 'Stay signed ...
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Hello Ilan, I apologize that you are experiencing this. Please know that our engineers are aware of this and are working on a fix. As soon as I have an update I'll update you here. Thanks for yo...
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Hello Robb, Looks 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? We re...
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Hello Liz, Happy to hear you'll like to learn more regarding Insightly's plans and Dashboards. I see you are working with one of my fellow colleague on a ticket already which is Ticket #181947. I s...
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Hello Wendy, Thanks for your questions and comments! I'll proceed to answer your questions below: Hi, is there any way to move linked contacts onto the front page? This is currently not available ...
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Hello Andrew, Can you provide me with a screenshot of a Record that has "Tasks" associated but are not viewable? Please blur out any sensitive data as this is a public forum. Thanks for your patie...
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- Troubleshooting & Tips: CRM
- Advanced Reporting: Number of Opportunities converted to Projects
Hello Katie, You do have the option to create a Report for the number of Opportunities converted to Projects. To do this follow these steps: Go to Reports Opportunity Report Search for "Converted...
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Hello, Have you tried using Microsoft chat system via this link? Here are the requirements for the Outlook sidebar: An Outlook client that supports add-ins Outlook online or Outlook 2013 (and hig...
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Hello Jessica, Can you provide me with an example of where you are noticing this a screenshot is very helpful? Please blur out any personal information as this is a public forum. Thanks for your p...
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