Alejandro A
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Hey Unopa Mazwigwila, Sorry to hear this is still ongoing for you. Do you happen to have screenshots you can provide showing where an Organization would be listed for a Task?
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Hello Everyone, This should be resolved now. If you still having issues mapping your records please let me know.
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Hello North Hunterdon Youth Softball, Sorry to hear this. Do you happen to have a screenshot of the error message? And, also can you take me through the exact steps you are taking when importing yo...
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Hello Nicolas Figueiredo, You have the option to update existing records via import. Our FAQ article Understanding bulk updating with imports will walk you through it with some great screenshots. W...
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Hello Daniel Mancebo, The default fields in Insightly cannot be modified. However, you can remove them from your Records page layout. This way you can only view the fields important to you and your...
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- Troubleshooting & Tips: CRM
- Email Domain Field on Organization Form - Where is the Underlying Field Located?
Hello Noah Stella, Thanks for your post. Can you clarify for me what you are looking to accomplish and then I'll be better able to speak to your request.
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Hello Stephanie Elia, Have you made sure to empty out your Recycle Bin as well? Records in your Recycle Bin will still count as being Active which could cause categories from being deleted.
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Hello Unopa Mazwigwila Sorry, to hear this and I do apologize for the delay response in regard to this issue. Do you still happen to have this issue ongoing or is it all resolved for you now?
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Hello Tom, I see that you have an active account. What exactly are you looking for in regard to support you on our end?
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Hey Nina, Sorry if this is creating confusion for you. In a nutshell, what you'll need to have is a GSuite Insightly account and have users added as GSuite users to the account. Because you have a ...
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