Alejandro A

1. Community
2. Troubleshooting & Tips: CRM
3. Changing Pipeline Stage in Opportunities.

Hello Everyone, Thanks for your patience! This issue is now fixed. Can everyone confirm that everything is working properly on your end?

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• Created June 21, 2018 16:25
• 2 votes

1. Community
2. Ideas & Suggestions
3. Set Width of columns in List Views

Hello Chelsea, Thank you for reaching back out to us. To find out when new features are released I recommend checking our Product Updates from Insightly page. Our Ideas & Suggestions page is monito...

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• Created March 28, 2018 20:28
• 2 votes

1. Community
2. Ideas & Suggestions
3. webform for custom objects

Hey Terje Christensen, Thanks for submitting your feedback here in the community and helping improve Insightly.  At this time this is not something built into Insightly. The workaround here is to u...

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• Created January 30, 2020 18:50
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Cannot find System Settings, although I am the Admin

Hey Michael, Thanks for the screenshot. I do see you are the account owner however you do not have admin rights. This is why you are unable to view the System Settings option. The only user in your...

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• Created November 12, 2019 16:00
• 1 vote

1. Community
2. Insightly API
3. How to use multiple Query params in GET method in V3.1

Hey Andrés, Yes, I do see you are working with my colleague on this in ticket #221325. Any updates on this subject will be provided on the ticket by my colleague since she has direct communication ...

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• Created November 08, 2019 22:12
• 1 vote

1. Community
2. Ideas & Suggestions
3. 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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• Created August 20, 2019 15:00
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Trying to Upgrade-Not able to login

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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• Created August 19, 2019 20:16
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Trying to Upgrade-Not able to login

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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• Created August 19, 2019 18:28
• 0 votes

1. Community
2. Insightly API
3. Different Insightly URLs for self-hosted/enterprise versions and URLs for API connection

Hello, Thanks for your questions. I'll go ahead and answer the first question and request that our API expert attempt to answer your second question.  Tell me please, is there some unique URLs for...

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• Created July 02, 2019 14:35
• 1 vote

1. Community
2. Advanced Reporting Series
3. "Time in Stage"

Hello Everyone, Thanks for your feedback and comments.  We are definitely listening when it comes to feature requests that our users feel strongly about and that can help benefit them. The more act...

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• Created June 26, 2019 14:59
• 0 votes