Alejandro A
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Hello Terry, Insightly, unfortunately, does not offer this type of integration at this time. However, you might want to check out Zapier, which has a connection to Insightly that allows you to conn...
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Hello Mikael, Have you taken the time to look through our plan features and pricing on our pricing page? Please let me know how I can help upgrade you to the plan you like to have. In regard to th...
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Hello Michael, Please keep an eye out for a separate email from me. I'll proceed to create a ticket for us to help answer any billing questions you have. Thanks for your time.
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- Troubleshooting & Tips
- ORGANISATION OWNER STILL APPEARS IN LIST VIEW WHEN THE FILTER VIEW IS ‘NOT EQUAL TO’ THEIR NAME?
Hello Kirsty, I'm sorry you're having trouble with that. It sounds like your issue could be related to your web browser. To check if it’s the browser, can you try accessing the page with a differen...
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Hello Doug, In regard to #1 the system is working as intended. Currently, when using workflows to send an email it will be sent from that email address you highlighted. At this time there's not a w...
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Antony Dutton Yes HTML emails are supported in Insightly Marketing. In regard to the HTML topic in Insightly CRM, it is something that has been brought up. However it's not currently on our roadmap...
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- Ideas & Suggestions
- Send workflow emails from user's address, instead of notifications@insgly.net
Hello Everyone, I appreciate the continuous feedback please keep them company. At this time the feature is still not incorporated into Insightly CRM. However, we do have Insightly Marketing now tha...
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Hello Jacqueline, Yes, we definitely try our best to read every request and evaluate them. At this time there's not an update to see this feature incorporated withing Insightly CRM. However, we rec...
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Hello Everyone, It looks like this was an issue on Google's end. And, we did hear back from them all is resolved and should be working now. If you still experience an issue I suggest closing out yo...
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Hello Tim, I'm sorry to hear that you're having trouble logging into your Insightly for G Suite account. There are two ways to log in to your Insightly for G Suite account so it might be helpful to...
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