
Alejandro A
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- Community
- Insightly Partner Integrations
- 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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- Troubleshooting & Tips: CRM
- 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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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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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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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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- Troubleshooting & Tips: CRM
- G Suite user not recognized / Gmail Sidebar functionality lost
Hello Rick, That is correct. Since your existing account is a Non-Google account GSuite users are not allowed. You'll need to create a completely new Insightly GSuite account for this.
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- Troubleshooting & Tips: CRM
- G Suite user not recognized / Gmail Sidebar functionality lost
Hey Rick, Yes, the CRM Sidebard requires an Insightly GSuite log-in in your Insightly account.
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Hello Kellie, Hopefully, we will have the update this week. I spoke with our Senior Tech Team and they are actively working on it along with testing it to make sure the issue does not happen again....
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- Community
- Troubleshooting & Tips: CRM
- G Suite user not recognized / Gmail Sidebar functionality lost
Hello Rick, Yes, if you have a GSuite account with Google and the users are GSuite users in that account. You will be able to authorize and have the ability to save emails through the Insightly CRM...
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Hey Nina, Yes, you have a GSuite account with Google. However, your Insightly account is a NonGoogle account. This means your users in the account are not GSuite users. Only GSuite users in a GSuit...
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