
Alejandro A
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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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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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- Troubleshooting & Tips: CRM
- 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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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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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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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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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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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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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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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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