Alejandro A

1. Community
2. Ideas & Suggestions
3. Bulk update organization owner

Hello Nicolas Figueiredo, You have the option to update existing records via import. Our FAQ article Understanding bulk updating with imports will walk you through it with some great screenshots. W...

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• Created January 21, 2020 20:18
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1. Community
2. Troubleshooting & Tips: CRM
3. Custom Fields

Hello Daniel Mancebo, The default fields in Insightly cannot be modified. However, you can remove them from your Records page layout. This way you can only view the fields important to you and your...

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• Created January 21, 2020 20:16
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1. Community
2. Troubleshooting & Tips: CRM
3. Email Domain Field on Organization Form - Where is the Underlying Field Located?

Hello Noah Stella, Thanks for your post. Can you clarify for me what you are looking to accomplish and then I'll be better able to speak to your request.   

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• Created January 21, 2020 19:26
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Can I delete all the categories to start over?

Hello Stephanie Elia, Have you made sure to empty out your Recycle Bin as well? Records in your Recycle Bin will still count as being Active which could cause categories from being deleted. 

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• Created January 21, 2020 19:24
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1. Community
2. Discussions and Best Practices
3. Organisation Problems

Hello Unopa Mazwigwila Sorry, to hear this and I do apologize for the delay response in regard to this issue. Do you still happen to have this issue ongoing or is it all resolved for you now? 

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• Created January 21, 2020 19:16
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1. Community
2. Troubleshooting & Tips: CRM
3. Re-purposing my old insightly account...

Hello Tom, I see that you have an active account. What exactly are you looking for in regard to support you on our end? 

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• Created January 03, 2020 16:04
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1. Community
2. Insightly Partner Integrations
3. GSuite Insightly Sidebar Does Not Show Save and Link

Hey Nina, Sorry if this is creating confusion for you. In a nutshell, what you'll need to have is a GSuite Insightly account and have users added as GSuite users to the account. Because you have a ...

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• Created January 03, 2020 16:01
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1. Community
2. Troubleshooting & Tips: CRM
3. Exporting Tasks (No contact info)

Hello Steve Nicholls, I suggest using our Advanced reporting feature. You can customize your filters and the display of your reports for all the different record types. You’ll also have the option ...

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• Created January 03, 2020 15:48
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1. Community
2. Advanced Reporting Series
3. exporting opportunity report and notes but with organization/leads column for the data filter

Hello handry efendi, I see that you opened a ticket. ticket # 226306. In that ticket, my colleague responded to your same question posted here. Please have a look at his response and if you have fu...

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• Created January 03, 2020 15:40
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1. Community
2. Insightly API
3. Status code ESOCKETTIMEDOUT returned by insightly endpoint intermittently

Hey Nikhil Ahuja I do see that Jesus created a ticket with you which is ticket #226024. Please have a look at his response and any questions you may have you'll want to ask in the ticket.  Thanks f...

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• Edited January 02, 2020 19:13
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