Alejandro A
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Hello Ade, I tried taking a look at this in your Insightly Account and was unable to locate the newly added line to the value of £5k. Can you confirm if this was deleted and is the issue still occu...
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Hello Helen, Let’s see if I can help explain our workflow better and I’ll also answer your questions below! When a workflow is created and “Multiple times, when the record is created on every edit”...
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Hello Nick, Yes, this is possible to do! You'll want to start by navigating to the Reports Tab > Contact Reports > Contact Report. Then you'll want to drag over from the "Report Fields" the Faceboo...
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Hello Stuart, Thanks for the response! I suggest taking a look at our article "managing email marketing campaigns" since Insightly is no an email marketing platform. There are a few different optio...
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Hello David, It sounds like the Sample Data that comes with your Insightly Account needs to be deleted. Deleting the sample records in Insightly is an easy process. Our article How to delete Insig...
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Hello Shane, That sounds frustrating let's see if I can help out with this! Let's start with are you an Insightly Administrator? You'll need to be an Insightly administrator to install Xero integr...
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Hello Darcy, I suggest taking a look at our Advance Reports which allow you use Activity Reports for different Records in your Insightly Account. And to answer your question "Is there a report, or ...
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Hello Q Masters, I provided you with a response to your comment in another post. You can locate my response by clicking here. Thanks!
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Hello Q Masters, Taking a look at your Insightly Account I do see that Contacts and Organizations are still showcasing all links between each other. Are you able to provide a screenshot of a Record...
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Hello Poonam, At this time Insightly does not offer an integration with Vtiger CRM at this time. However, you might want to check out Zapier, which has a connection to Insightly that allows you to ...
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