Alejandro A

1. Community
2. Troubleshooting & Tips: CRM
3. Email integration issues

Hello Tia, I see you are a paid user. Are you able to submit a ticket to us with details on how you are experiencing this issue? This will help us better support you on this in a more private setti...

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• Created September 04, 2019 15:01
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1. Community
2. Troubleshooting & Tips: CRM
3. Insightly constantly locks up then logs out one of my users

Hello Leah, Alejandro here.  I'm sorry you're having trouble with that. It sounds like your issue could be related to your web browser. To check if it’s the browser, can you try accessing the page ...

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• Created September 04, 2019 14:48
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1. Community
2. Ideas & Suggestions
3. Email Event Report - feature request

Hello Everyone, We have actually released Insightly Marketing which has a more focus on email campaigns and tracking your emails that work in hand with Insightly CRM. If you like to learn more how ...

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• Created September 04, 2019 14:46
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. System is not letting me add user

Hello Gregory, Can you please go to your Billing & Account page and take a screenshot of it for me? You can do this by clicking on your top right corner profile image. 

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• Created September 04, 2019 14:44
• 0 votes

1. Community
2. Discussions and Best Practices
3. Instance

Hello Mike, Can you provide a screenshot of your System Settings? 

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• Created September 04, 2019 14:43
• 0 votes

1. Community
2. Discussions and Best Practices
3. Delete user and re-create user but still keep the old login password

Hello Yung, Thanks for your post.  Can you confirm for me what you are looking to accomplish? Having trouble understanding your end goal here. 

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• Created September 04, 2019 14:42
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Save as does not populate pop up

Hello Terry, Sorry to hear you are experiencing this. Do you happen to have or can take a screenshot to show the icon you are selecting? 

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• Created September 04, 2019 14:41
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. GMail Integration - Not able to save email to Insightly

Hello Benjamin, Can you please answer the following questions to help us investigate this further: 1. What browser(s) and browser version are you using?  2. Are you using Windows or Mac? What OS ve...

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• Created August 28, 2019 20:18
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1. Community
2. Troubleshooting & Tips: CRM
3. Milestones and Tasks in the update

Hello Eliza, You are not able to switch back to Insightly Classic once you have switched over to the New Insightly Experience. As a company, we are focusing our efforts on the New Insightly Experie...

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• Created August 28, 2019 20:04
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1. Community
2. Troubleshooting & Tips: CRM
3. ORGANISATION OWNER STILL APPEARS IN LIST VIEW WHEN THE FILTER VIEW IS ‘NOT EQUAL TO’ THEIR NAME?

Hello Kirsty, Can you provide a screenshot for me on how it appears in Chrome for you? Is it resolved when using Chrom browser?

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• Created August 28, 2019 20:01
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