Alejandro A

1. Community
2. Troubleshooting & Tips: CRM
3. "An Error Occurred" when trying to check / clear recurring tasks

Hello Wesley,Do you have a Task you can share the name as an example that this happens to? If you can also provide a screenshot of the error message and your exact steps that will help. 

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• Created September 10, 2019 16:33
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1. Community
2. Product Updates from Insightly
3. !! Marketing Automation !!

Hello, Sounds good I'll have them reach out to you. 

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• Created September 10, 2019 16:27
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1. Community
2. Ideas & Suggestions
3. "Next month" is missing from the insightly date filters relative dates.

Hello Bram, When selecting the "i" icon and seeing the filters you can choose from. This is really to help you see filters that are supported by Insightly and relative dates that may be helpful to ...

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• Created September 10, 2019 16:19
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1. Community
2. Troubleshooting & Tips: CRM
3. Custom Apps

Hello, I'll go ahead and communicate this to your Customer Success Manager who can help communicate some helpful information. They'll be able to speak better to your question and find a solution th...

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• Created September 09, 2019 17:20
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1. Community
2. Troubleshooting & Tips: CRM
3. Is the Pipeline and Stages page section supposed to be visible in the Related Pages?

Hello, When viewing a Contact and going to the Related tab you'll see a section for linked Opportunities. This section will show you the Opportunity and the Pipeline Chart as shown below: And, if y...

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• Created September 09, 2019 17:11
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1. Community
2. Advanced Reporting Series
3. Can I create a custom report or view with several custom objects?

Hello, Yes, you can create custom reports. You can customize your filters and the display of your reports for all the different record types. You’ll also have the option to save your reports, set u...

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• Created September 09, 2019 17:04
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Opportunities do not have pipelines

Hello Laurie, Pipelines can be set up by an administrator to guide your salespeople through an established process. We give you the ability to create your own Pipelines. This article helps explain ...

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• Created September 09, 2019 16:58
• 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 the detailed response and providing the steps you have taken. I spoke with our Senior Tech Team and they informed me you should be able to try and request a reset of password...

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• Created September 06, 2019 17:40
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1. Community
2. Troubleshooting & Tips: CRM
3. Email from insightly under an email alias

Hello Everyone,   We just recently launched Insightly Marketing which is helpful in better keep track of emails sent out and campaigns. If you like to know more about how this can solve for some of...

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• Created September 05, 2019 18:46
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Emails

Hello Everyone,   We just recently launched Insightly Marketing which is helpful in better keep track of emails sent out and campaigns. If you like to know more about how this can solve for some of...

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• Created September 05, 2019 18:41
• 0 votes