Alejandro A

1. Community
2. Troubleshooting & Tips: CRM
3. Lowering User Count

 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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• Created February 16, 2018 15:43
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1. Community
2. Advanced Reporting Series
3. Status of project based on pipeline stage

Hello Evan, Happy to help!  Enjoy your weekend. 

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• Created February 16, 2018 15:18
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Filtering Task By Category Not Working

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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• Created February 15, 2018 21:21
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. 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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• Created February 15, 2018 21:08
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Primary/Secondary Organizations

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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• Created February 15, 2018 20:55
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Kanban view not showing up for one of my users

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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• Created February 15, 2018 20:34
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. copy a mailing address

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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• Created February 15, 2018 20:22
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Templates other than emails?

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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• Created February 15, 2018 18:58
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. How I can replicate organization tags to contact tags?

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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• Created February 15, 2018 18:34
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Moving from Gsuite to office 365

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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• Edited February 15, 2018 18:22
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