Alejandro A

1. Community
2. Troubleshooting & Tips: CRM
3. Exporting Tasks (No contact info)

Hello Steve Nicholls, I suggest using our Advanced reporting feature. You can customize your filters and the display of your reports for all the different record types. You’ll also have the option ...

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• Created January 03, 2020 15:48
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1. Community
2. Advanced Reporting Series
3. exporting opportunity report and notes but with organization/leads column for the data filter

Hello handry efendi, I see that you opened a ticket. ticket # 226306. In that ticket, my colleague responded to your same question posted here. Please have a look at his response and if you have fu...

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• Created January 03, 2020 15:40
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1. Community
2. Insightly API
3. Status code ESOCKETTIMEDOUT returned by insightly endpoint intermittently

Hey Nikhil Ahuja I do see that Jesus created a ticket with you which is ticket #226024. Please have a look at his response and any questions you may have you'll want to ask in the ticket.  Thanks f...

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• Edited January 02, 2020 19:13
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1. Community
2. Discussions and Best Practices
3. Emails in Workflows - are they working?

Hey Helen, I do see that no email account is set up in the User Settings > Email Accounts. And, it looks like the last emails sent in the Email tab > My Sent Emails was on Dec 9, 2019. Lastly, I do...

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• Created December 20, 2019 17:43
• 0 votes

1. Community
2. Ideas & Suggestions
3. Insightly Voice and Phone Call Reporting

Hello Anthony, Alejandro here.  I can see how this would be of great benefit to you and other Insightly users who may have a need for this. While I can't guarantee this will be implemented in the c...

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• Created December 19, 2019 22:17
• 0 votes

1. Community
2. Discussions and Best Practices
3. Pricing

Hello Wal, Sorry to hear you are having trouble locating our pricing page. The pricing link is actually on the main page which I provided a screenshot of this below: Here's the link as well: https...

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• Created December 19, 2019 16:52
• 0 votes

1. Community
2. Discussions and Best Practices
3. Emails in Workflows - are they working?

Hey Helen, Are you able to provide the email associated with the account you are working in? 

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• Created December 19, 2019 16:19
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1. Community
2. Insightly Partner Integrations
3. Error saving email to Insightly: Server Error in '/' Application.

Hey Michael, Thanks for that. I see you mentioned today you don't have the option to select Save and Add Link. If you don't mind me asking do you happen to have a GSuite Insightly account or a Non-...

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• Created December 19, 2019 16:17
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1. Community
2. Insightly Partner Integrations
3. Error saving email to Insightly: Server Error in '/' Application.

Hey Michael,Can you clarify how you are saving emails to Insightly? Please included the exact steps as well on how you received this error. 

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• Edited December 19, 2019 16:15
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1. Community
2. Troubleshooting & Tips: CRM
3. User Responsible in Tasks Projects and reports is not the same

Hey Fabian, I see that you are a paid user with Insightly. Can you please submit a ticket for this and one of my colleagues from the Customer Care Team will help support you.  Here are the steps: ...

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• Created December 17, 2019 21:37
• 0 votes