
Alejandro A
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Hello Sandy, I see that we are working together on a similar issue on ticket #177011. Can you confirm that these issues are related to the ticket we are working on? If not I can create a new ticke...
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Hello Jeff, In The New Insightly CRM, custom filters work a little differently. Before you can create a custom filter, you need to set up a list view. You can do this by following the directions be...
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- Finding Azure Azcopy Alternative to import .pst to Exchange Online
Hello, Insightly does not support this feature at this time. Thank you for your post! Maybe one of our fellow Insightly Users has come across a workaround for this topic.
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Hello Mjohnson, You can link most Insightly records together and manually enter a description of the connection in the Role field. When you're creating links between organizations, you'll choose fr...
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Hello Stewart, Yes, to view your projects or opportunities in the kanban view you'll need: A pipeline Projects or opportunities assigned to the pipeline A custom list view Thanks for your feedb...
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Hello, It's not possible to print mailing labels directly from Insightly. What you can do is filter your customer list then export your data to a CSV and use the mail-merge program of your choice. ...
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Hello Julie, At this time Insightly does have an integration with PandaDoc. PandaDoc helps automate the process of creating proposals, quotes, contracts, and other documents by merging information ...
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Hello, When you link a contact to an organization create a contact tag with a naming convention that is similar to the organization name. Then add that tag to the contact. Then you can use custom f...
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Hello Michael, Since you are not allowed to re-use an email address in the same Insightly account, we recommend you create an alias email address in Office365 that points to your primary address. T...
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