Alejandro A
- Member since
- Total activity 4447
- Last activity
-
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...
- View comment
- Created
- 0 votes
-
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 ...
- View comment
- Edited
- 0 votes
-
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 ...
- View comment
- Created
- 0 votes
-
Hello Michael, I apologize that you are experiencing this issue! Keep an eye out for an email from me today as I will be creating a ticket to better support you on this issue. Thanks for your pati...
- View comment
- Created
- 0 votes
-
Hello Charlie, Thanks for your post and feedback! I see that Erin is working with you on this through a ticket that was created. The ticket number is 177621 please provide your questions there to h...
- View comment
- Created
- 0 votes
-
Hello, It seems like you are looking to use our feature updating multiple records with bulk editing, which will allow you to update multiple items at once, provided you have permissions to access a...
- View comment
- Created
- 0 votes
-
Hello David, I apologize that you experienced this issue! This was a known issue and our Engineering Team was able to provide a fast solution for this that went out yesterday. I've attached a scree...
- View comment
- Created
- 0 votes
-
Hello Austin, Is your Facebook and LinkedIn account set to private? Because the social network search is based on an email address and public profiles, if a contact has a private profile, Insightly...
- View comment
- Created
- 0 votes
-
Hello Kevin, Thanks for providing those helpful screenshots! I want to apologize since I misunderstood the issue at first. The filters you are selecting under the word "By Category" are pre-popula...
- View comment
- Created
- 0 votes