Alejandro A

1. Community
2. Troubleshooting & Tips
3. Can't convert opportunity to project (unique to one opp)

Hello Rod, Sorry to hear about this.  Do you have or can provide a screenshot showing the Opportunity you are unable to convert? And, please also outline your exact steps when experiencing this. 

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• Created June 18, 2019 20:25
• 0 votes

1. Community
2. Troubleshooting & Tips
3. Gmail Insightly Sidebar does not stay logged in

Hello Joseph, Do you have a screenshot of the pop-out window you receive? 

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• Created June 18, 2019 20:19
• 0 votes

1. Community
2. Advanced Reporting Series
3. Report alert type email bug.

Hello Bram, Thanks for reaching out to us in regards to this subject.  If you like to have a report sent to multiple people you'll need to schedule this. Customers with paid Insightly subscription ...

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• Created June 18, 2019 17:28
• 0 votes

1. Community
2. Ideas & Suggestions
3. REQUEST: Bulk Edit tasks and edit permissions

Hello Glen, Thanks for your feature request.  In regard to bulk editing Tasks, this is currently available when using our New Insightly Experience. You can update multiple items at once, provided y...

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• Created June 18, 2019 17:14
• 1 vote

1. Community
2. Troubleshooting & Tips
3. Attaching File within a Note

Hello Judy, I do apologize for overlooking this on my end when crafting up my response. Now that I know how you are attaching your files and that's clarified. Can you further explain to me what you...

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• Created June 17, 2019 21:29
• 0 votes

1. Community
2. Insightly API
3. API 3.1 Create Lead will not populate my custom fields

Hello Mark, Just wanted to let you know I'll be asking our API expert on this subject and to see if he can jump in and provide a comment. I appreciate you posting this to see if there are other use...

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• Created June 14, 2019 18:41
• 0 votes

1. Community
2. Troubleshooting & Tips
3. Buggy: Updating a record & linked field clears itself

Hello Gonzalo, I hear your feedback on this topic. I've gone ahead and provided the feedback to our Engineering teams. Please know that for now, you'll want to use the "Save" button to sa...

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• Created June 14, 2019 17:14
• 0 votes

1. Community
2. Troubleshooting & Tips
3. Buggy: Updating a record & linked field clears itself

Hello Gonzalo,  I double checked this with our Senior Tech Team and they informed me the system is working as intended. The enter button should not be used as a "Save" button when editing...

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• Created June 14, 2019 16:10
• 0 votes

1. Community
2. Ideas & Suggestions
3. Bulk-Delete files attached to records

Hello Bram, Thanks for your feedback and feature request! In regards to bulk delete feature for files that currently does not exist within Insightly. However, you still have the option to delete in...

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• Created June 13, 2019 17:25
• 0 votes

1. Community
2. Troubleshooting & Tips
3. Custom Checkbox Fields are being automatically ticked upon creation of new Contacts

Hello Adam, Happy we were able to assist you and find a solution.  Enjoy the rest of your day and week! 

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• Created June 13, 2019 17:22
• 0 votes