Alejandro A

1. Community
2. Insightly Mobile Apps
3. mobile contacts and opportunities not showing up with latest release

Hello, I apologize that you are experiencing this issue.  Can you please let me know what's the latest version of the Insightly mobile app you updated to? 

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• Created March 05, 2018 20:49
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Exported Contacts are missing the Organization field

Hello Toby, I went ahead and created a ticket for you regarding this issue. Please keep an eye out for my email. Thanks for your patience! 

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• Created March 05, 2018 20:43
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Milestones and Tasks in the update

Hello Hal, I apologize that you were experiencing these issues when switching over to our New Insightly Experience. I'll proceed to create two separate tickets for these issues.  Keep an eye on my ...

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• Created March 05, 2018 20:19
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. I have over 100 organizations entered. They show in the mobil app but not on my laptop

Hello Eileen, I apologize if you are still experiencing this issue. I'll proceed to create a ticket for better troubleshooting.  Keep an eye out for my email today. 

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• Created March 05, 2018 19:52
• 0 votes

1. Community
2. Product Updates from Insightly
3. Bulk Edit improvements in latest release!

Hello Alex, Are you experiencing this issue when you bulk select all Records and then try navigating to a different page? Or does the issue occur on the same page?     

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• Created March 05, 2018 18:33
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Tags disappeared?

Hello Michael, Thanks for your question! As stated above Insightly does not have a way of retrieving deleted Tags. I apologize as this might not be the answer you where hoping for.  For future refe...

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• Created February 16, 2018 21:34
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Power BI connection issues

Hello Corbin, I see you opened a ticket already with our Care Team at Insightly. Rest assured that one of my colleagues will be reaching out to you as soon as they can. Keep in mind our Customer Ca...

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• Created February 16, 2018 21:25
• 0 votes

1. Community
2. Advanced Reporting Series
3. Summary rows in exported files

Hello Evan, Yes, you are able to export the report to include the Insightly generated summary rows. Instead of selecting the Actions Tab and selecting Export To Excel/CSV you'll want to select Expo...

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• Created February 16, 2018 21:12
• 0 votes

1. Community
2. Insightly Partner Integrations
3. Working with Insightly

Hello, You can find opportunities from Insightly here.  Thanks for the great feedback! 

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• Created February 16, 2018 20:57
• 0 votes

1. Community
2. Advanced Reporting Series
3. List of tasks by city

Hello Ashley, You can't filter Tasks by the city at the moment. However, as a workaround, you are able to filter Leads by the city. This will provide you with Leads that have the "City" you are fil...

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• Created February 16, 2018 18:18
• 0 votes