Alejandro A

1. Community
2. Discussions and Best Practices
3. Want to receive notifications when specific tasks are completed

Hello Greg, That is correct to use and have access to Dashboards you'll need to upgrade from our Insightly Classic to our New Insightly experience web version. Are you interested in upgrading your ...

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• Created September 18, 2019 21:12
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1. Community
2. Discussions and Best Practices
3. Delete user and re-create user but still keep the old login password

Hello Yung, My apologies as I did miss your earlier reply. The password resets you are requesting are they still for the two users listed below: crm-h1@pilatus-intl.com crm-t2@pilatus-intl.com    

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• Created September 18, 2019 21:07
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1. Community
2. Troubleshooting & Tips: CRM
3. Unable to login since switching to new version

Hello Anthony, Sorry to hear you run into this. At this time, we're running both Insightly Classic and The New Insightly CRM. You can log in directly to The New Insightly CRM with this link: http:/...

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• Created September 12, 2019 17:39
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1. Community
2. Ideas & Suggestions
3. "Next month" is missing from the insightly date filters relative dates.

Hello Bram, I do appreciate your feedback on this as we are always trying to improve the Insightly Experience for everyone. What I'll do at this point since the system is working as designed and th...

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• Created September 12, 2019 17:37
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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
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