Alejandro A
- Member since
- Total activity 3729
- Last activity
-
Hello Bram, Thanks for your feedback and feature request! In regards to bulk delete feature for files that currently does not exist within Insightly. However, you still have the option to delete in...
- View comment
- Created
- 0 votes
-
- Community
- Troubleshooting & Tips
- Custom Checkbox Fields are being automatically ticked upon creation of new Contacts
Hello Adam, Happy we were able to assist you and find a solution. Enjoy the rest of your day and week!
- View comment
- Created
- 0 votes
-
Hello Mark, I'm sorry to say I'm unable to delete this Insightly Account since the Account Owner and only Admin is Alex Sheffield. I did send you a new invitation to your email address that I hope ...
- View comment
- Created
- 0 votes
-
Hello, Do you have an example (screenshot) of the field you are attempting to edit within your record? This can be helpful for me to help identify and understand your process.
- View comment
- Created
- 0 votes
-
Hello Alex,Can you provide me with two screenshots that can be used as an example showcasing this on your end? Looking forward to your response to help provide a solution/answer. Thanks.
- View comment
- Created
- 0 votes
-
Hello Tatiana, It could be that you might still be using the Insightly Classic web version which doesn't provide this feature. This feature is only available when using the New Insightly Experience...
- View comment
- Created
- 0 votes
-
Hello Jonathan, Thanks for reaching back out to us. I've gone ahead and reached out to my colleague Alex S to see if there's a solution for this or if it needs to be escalated. I appreciate your pa...
- View comment
- Created
- 0 votes
-
Hello Gonzalo, Thanks for bringing this to our attention. To best help, you can you provide a screenshot of the section you attempt to update and then select "Enter". Also, can you outli...
- View comment
- Created
- 0 votes
-
Hello Mark, Thanks for your feedback it's always good to hear honest feedback from our users on their experience with Insightly. And, to answer your question yes you are able to cancel/delete your ...
- View comment
- Created
- 0 votes
-
Hello Shiva, What you are looking for is currently not available with Insightly. The best option here is to create a Task Report in which you can add the column "Linked Contact" to your R...
- View comment
- Created
- 0 votes