Alejandro A
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Hello Dennis, To reduce the number of users on your Insightly Account you'll need to start by going to System Settings > Users. There you will find the users on your Insightly Account and next to t...
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Hello Lee, I'll need to create a ticket for you regarding this issue to help with better communication. You should still be able to manually import from MailChimp and use Tasks to help with reminde...
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Hello April, Unless the date field is listed as the y-axis x-axis or a series you'll only be able to filter where the field added to y-axis x-axis or series. This may be why you don't see an option...
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Hello Blaine, reCAPTCHA is only available in the New Insightly Experience. That being said if you are in our New Insightly Experience then Google's reCAPTCHA can be added to an existing Web to Lead...
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Hello Michelle, In our New Insightly Experience, you have the ability to create a List View to help sort and filter your records. When creating a List View you'll have the option to select columns ...
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- Troubleshooting & Tips: CRM
- How do I create a new organization when entering a new contact in the new interface?
Hello Howard, When creating a new Contact there isn't a way to create a new Organization at the same time. I understand this was a useful feature in our Insightly Classic. As a workaround, you can ...
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Hello Mark, Can you provide me with a screenshot where these Records aren't showcasing in your Insightly Account? Since this is a public environment make sure to blur out any personal information. ...
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Hello, I apologize that you are experiencing login issues! Can you try login to your Insightly Account here? If not successful can you provide me with a screenshot of any error message you receive....
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Hello Ezrie, I apologize that you are experiencing this issue. After taking a look at your Insightly Account I see that the sign-up process hasn't been completed. Can you try completing the sign-u...
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Hello Dennise, I apologize that you experiencing this issue. I'll proceed to create a ticket for this issue to help with better troubleshooting. Please keep an eye out for my email. Thanks for you...
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