Alejandro A
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- Troubleshooting & Tips: CRM
- G Suite user not recognized / Gmail Sidebar functionality lost
Hey Rick, I see my colleague responded to the ticket you highlighted. Sorry to hear you did not receive his response. I've gone ahead and pasted it below. Please have a look and let me know if you ...
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- Community
- Troubleshooting & Tips: CRM
- Emails only get added to Insightly if you To email, not if you CC or BCC
Hello Angela, Can you provide a screenshot of the header on how you are forwarding emails to Insightly?
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Hello Ben, If you like to link an email to an opportunity you'll need to go to the Emails tab > select the Email > Related tab > Add Link to Opp.
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Hey Allen, Can you provide me with the specific report time you try and create when you notice the information missing? If you have some screenshots of missing information you can share that will b...
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Hey Allen, Are you adding the new event within the record or on your calendar? And, is it that they just don't appear in a specific report or are not to be found anywhere in your Insightly Account?
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Hey Janus, Are you using Internet Explorer and are you using Outlook desktop or online version?
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Hey Anton, No joke here just trying to help you resolve this issue. I see you are using an automatic password/login filler when logging into the Help Center. This could be were the issues lies. I j...
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Hello, Deleting the sample records in Insightly is an easy process. Our article How to delete Insightly's sample data explains how you can remove all the records. If you have any further questions...
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Hey Richard, Sorry to hear this. If you find data isn't linking between the web app and the mobile app, try some of the steps below: 1. Re-sync the data: Log in to the mobile app. Click the menu i...
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