Alejandro A
- Member since
- Total activity 3712
- Last activity
-
Hello Wolfgang, Thanks for your feedback and contribution to our Ideas & Suggestions page! I'd like to suggest if you have the Enterprise subscription with Insightly is the use of SAML Single S...
- View comment
- Created
- 0 votes
-
Hello Ed, Sorry to hear you are experiencing this when using your iPad. First, please make sure you are using the most current version of Insightly. Next, can you tell me what version of the Apple...
- View comment
- Created
- 0 votes
-
- Community
- Troubleshooting & Tips
- Custom Checkbox Fields are being automatically ticked upon creation of new Contacts
Hello Adam, Thanks for reaching out to us on your question. Do you happen to know if the field is being automatically checked on via workflow automation that was created? It could be that via a wo...
- View comment
- Created
- 0 votes
-
Hello Asaf, Sounds good let me know if the issue returns with further information to help resolve it on my end. Enjoy your day and rest of your week.
- View comment
- Created
- 0 votes
-
Hello Rex, When composing an email to send to your Leads/Contacts you may select only up to 50 records at a time. If you are more interested in staging email marketing campaigns for larger groups o...
- View comment
- Created
- 0 votes
-
Hello Ana, When you attempt to convert a Lead do you receive a 500 error message?
- View comment
- Created
- 0 votes
-
Hello Ana, Do you have an example of this? And, can you provide the steps you are taking when attempting to search within your Insightly Account.
- View comment
- Created
- 0 votes
-
Hello Justin, I'm glad you found the solution for this. I also double checked with my Insightly Senior Tech team and they informed me that you are correct. Email templates with attachments included...
- View comment
- Created
- 0 votes
-
Hello Rick, Thanks for giving that a try for me. There are a couple more steps I'd like to suggest before needing to escalate this issue. Please try to add insightly.com and insight.ly as exceptio...
- View comment
- Created
- 0 votes