Alejandro A
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Hello Tonya, Do you have an example you can provide a scheduled email that has not sent for you? A screenshot will help if possible.
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Hello Brian, Thanks for reaching out to us! I think one of my colleagues would best be able to help you out with your options, so I'm going to pass your contact information along to them - they sho...
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Hello Stephen, Thanks for that info. Please keep an eye out for a ticket from me following up on this and potentially needing to escalate.
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Hello Annette, Sorry to hear you are having this trouble. Can you provide the exact steps you are taking when attempting to do this? If you like you can also provide a screenshot showing examples w...
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Hello Craig, I understand your frustration in regard to wanting to speak to someone live. I checked your Insightly Account and do not see that you have an account rep or a success program. Because ...
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Hello Craig, At this time, we only offer phone support to customers on a Success Plan. Even if you don't have a Success Plan, all paid plans have support via email. Here's a helpful article on how...
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Hello Mike, Thanks for your question. If you go to your System Settings > Company Settings you'll find the option to change the Organization Name. Hope that helps.
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Hello Stephen, Sorry, you are having problems with that. First, please make sure you are using the most current version of Insightly. Next, can you tell me what version of the Apple iOS or Android ...
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Hello Felix Remy, We currently do have this option via Custom Calculated Fields. You can see an overview of this by going over our article: Custom Calculated Fields examples: Time Tracking with Tas...
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Hello Andrea, Rest assure that those are the correct articles for the Insightly Add-On which now took the name the Insightly Sidebar. I know how this can get confusing however it does relate to the...
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