Alejandro A

1. Community
2. Discussions and Best Practices
3. Emails in Workflows - are they working?

Hey Helen, I do see that no email account is set up in the User Settings > Email Accounts. And, it looks like the last emails sent in the Email tab > My Sent Emails was on Dec 9, 2019. Lastly, I do...

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• Created December 20, 2019 17:43
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1. Community
2. Ideas & Suggestions
3. Insightly Voice and Phone Call Reporting

Hello Anthony, Alejandro here.  I can see how this would be of great benefit to you and other Insightly users who may have a need for this. While I can't guarantee this will be implemented in the c...

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• Created December 19, 2019 22:17
• 0 votes

1. Community
2. Discussions and Best Practices
3. Pricing

Hello Wal, Sorry to hear you are having trouble locating our pricing page. The pricing link is actually on the main page which I provided a screenshot of this below: Here's the link as well: https...

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• Created December 19, 2019 16:52
• 0 votes

1. Community
2. Discussions and Best Practices
3. Emails in Workflows - are they working?

Hey Helen, Are you able to provide the email associated with the account you are working in? 

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• Created December 19, 2019 16:19
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1. Community
2. Insightly Partner Integrations
3. Error saving email to Insightly: Server Error in '/' Application.

Hey Michael, Thanks for that. I see you mentioned today you don't have the option to select Save and Add Link. If you don't mind me asking do you happen to have a GSuite Insightly account or a Non-...

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• Created December 19, 2019 16:17
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1. Community
2. Insightly Partner Integrations
3. Error saving email to Insightly: Server Error in '/' Application.

Hey Michael,Can you clarify how you are saving emails to Insightly? Please included the exact steps as well on how you received this error. 

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• Edited December 19, 2019 16:15
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1. Community
2. Troubleshooting & Tips: CRM
3. User Responsible in Tasks Projects and reports is not the same

Hey Fabian, I see that you are a paid user with Insightly. Can you please submit a ticket for this and one of my colleagues from the Customer Care Team will help support you.  Here are the steps: ...

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• Created December 17, 2019 21:37
• 0 votes

1. Community
2. Insightly Partner Integrations
3. Intuit QuickBooks Integration

Hey Ian, Thanks for your post. I see that you submitted a ticket also which is T # 225898. The ticket is currently with our Customer Care Team and someone will follow-up with you to help better tro...

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• Created December 17, 2019 20:33
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1. Community
2. Discussions and Best Practices
3. Emails in Workflows - are they working?

Hello Helen, Are you still experiencing this? I see you wrote in on Sunday and just wanted to make sure if you still experiencing this that we help support you. 

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• Created December 17, 2019 20:29
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1. Community
2. Troubleshooting & Tips: CRM
3. Change Contact Permission

Hello Jason, I see you submitted a ticket with our Customer Care Team which is T # 225814. Please know that if you have further questions you can follow up with my colleague who is working with you...

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• Created December 17, 2019 20:18
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