Alejandro A
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Hello, When running a Contact Report you have the option to click on the column to sort in a way you find useful. You do not need to create a Custom Report to accomplish this. Currently, there isn'...
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Hello, It will not be possible to share Insightly database/account with the two different G Suite accounts. When you change your Google Apps domain on G Suite, Google does not transfer connections ...
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Hello, Where you able to create a new status for Leads and a Lead Source? This could be why you are receiving the 500 error. Can you check your System Settings to see if a Lead Statuses and Lead So...
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Hello,I went ahead and edited the email provided in the text for better privacy as this is a public forum.To address the issue I suggest putting the Insightly address in the TO or CC field and no...
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Hello, Thank you for waiting while we looked into this issue. I spoke with our Engineering Team and they informed me that due to specific email configurations per user, we’re unable to develop...
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Hello, I'm sorry to hear that you're having trouble logging into your Insightly for G Suite account. There are three ways to log in to your Insightly for G Suite account so it might be helpful to t...
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Hello, To help better troubleshoot this issue. I'll proceed to open a ticket. Keep an eye out for my email for further assistance.
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Hello, When updating existing Insightly Records you'll need to make sure you are matching the record ID by including it in your file. The most common method of using imports to update records in bu...
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No problem Terena, I apologize currently there isn't an option to adjust the date format to dd/mm/yy and keep the English language.
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Hello, This kind of report is currently not available. Here are the different kind of reports you can run: Task Reports Contact Reports Organization Reports Lead Reports Opportunity Reports Proj...
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