Alejandro A
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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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- Community
- 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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Hello Kellie, Thanks for that screenshot. My colleague in our Senior Tech Team informed me this is an issue currently within Insightly and are actively working on it. As a workaround, for now, you'...
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Hello Kellie, Do you happen to have a screenshot of the error message you can share?
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- Troubleshooting & Tips: CRM
- G Suite user not recognized / Gmail Sidebar functionality lost
Hey Rick, I see my colleague responded to the ticket you highlighted. Sorry to hear you did not receive his response. I've gone ahead and pasted it below. Please have a look and let me know if you ...
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- Troubleshooting & Tips: CRM
- Emails only get added to Insightly if you To email, not if you CC or BCC
Hello Angela, Can you provide a screenshot of the header on how you are forwarding emails to Insightly?
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Hello Ben, If you like to link an email to an opportunity you'll need to go to the Emails tab > select the Email > Related tab > Add Link to Opp.
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