Alejandro A

1. Community
2. Troubleshooting & Tips: CRM
3. ERROR - Cannot change User's preferred language

Hey Jonathan Bernwieser, Thanks for that information. I'll proceed to create a ticket now. In the ticket, I will CC the users and may need permission to test this. Please keep an eye out for this t...

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• Created February 11, 2020 17:57
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. ERROR - Cannot change User's preferred language

Hey Jonathan Bernwieser, Sorry to hear this is happening. Can you provide me with a user's name that you can confirm this is affecting? And, also do you know the type of browser that the user is us...

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• Created February 11, 2020 17:35
• 0 votes

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
• 0 votes

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. Ideas & Suggestions
3. webform for custom objects

Hey Terje Christensen, Thanks for submitting your feedback here in the community and helping improve Insightly.  At this time this is not something built into Insightly. The workaround here is to u...

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• Created January 30, 2020 18:50
• 1 vote

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