Alejandro A

1. Community
2. Troubleshooting & Tips: CRM
3. Cannot start request as paid account user

Hey Sebastian Zimmermann, Since you are an Insightly user on a paid plan, then you already have a Help Center account. The email address to log in is the same email address you use to log in to Ins...

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• Created February 11, 2020 17:14
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1. Community
2. Troubleshooting & Tips: CRM
3. Emails associated with Private Projects visible to public

Hey Rick Howard, Emails have their own permission-based on if you have Advanced or Simple permissions enabled. Here's some helpful information on permissions depending on which one you use: Simpl...

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• Created February 11, 2020 17:10
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. URGENT - Decimals in German not recognized in Opportunity Value

Hello Jonathan Bernwieser, Thanks so much for sharing this information with me! Please keep an eye out for a ticket as I'll need to create one for this to help further troubleshoot and escalate.  I...

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• Created February 07, 2020 22:11
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. From Gsuite to Office 365

Hey Rick, Since you are not allowed to re-use an email address in the same Insightly account, we recommend you create an alias email address in Office365 that points to your primary address. This w...

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• Created February 05, 2020 16:59
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Opportunity Owners not visible in a report

Hey Roisin McCready, Do you happen to have a screenshot of a record or within the report that you can share as an example? And, if you can provide the exact steps you took when noticing this that w...

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• Created January 30, 2020 18:40
• 0 votes

1. Community
2. Insightly Partner Integrations
3. GSuite Insightly Sidebar Does Not Show Save and Link

Hey Melanie Babbage, I see that you are working with my colleague on this in ticket # 228683. Please keep an eye out for his response to your inquiry and if you have questions feel free to follow u...

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• Created January 30, 2020 18:39
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Forwarding or Replying to Emails Saved By Other Users

Hey Shari Rankin, The feature you are looking for is currently not available in Insightly CRM. However, we do have Insightly Marketing now that focuses more on emails and managing them. If you like...

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• Created January 30, 2020 18:36
• 0 votes

1. Community
2. Advanced Reporting Series
3. Fields Changing when a Report is Edited

Hi Helen Personal, Thanks so much for sharing this information with me! I'll proceed to create a ticket for us. This way we can help track this and I can escalate to our Senior Tech Team. Please ke...

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• Created January 29, 2020 21:33
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Opportunity Owners not visible in a report

Hey Roisin, 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 with a different ...

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• Created January 29, 2020 19:05
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Projects details page wont open

Hey Martin, 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 with a different ...

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• Created January 29, 2020 18:58
• 0 votes