Tim

Member since October 17, 2015 16:25
Total activity 38
Last activity March 27, 2017 07:28

Activity overview
Posts (3)
Comments (5)

Tim created a post, March 26, 2017 20:22
Field Changes 25th March
1. Community
2. Troubleshooting & Tips: CRM
Ok.. So have you Guys Lost your minds.... Why remove standard fields for data that is common place. This is just outright frustrating and a regressive, ridiculous move. 1. I have many contacts that...
- 12 followers
- 12 comments
- 7 votes
Tim created a post, February 17, 2017 00:33
Moving Insightly to different google domain
1. Community
2. Troubleshooting & Tips: CRM
We have an Insightly account tied to a Google domain. For corporate contractual reasons a new trading name and domain had to be created. I wish to migrate the entire contents of the existing accoun...
- 2 followers
- 1 comment
- 0 votes
Tim commented, April 14, 2016 17:43
Lyla. I am with Steve Walker here. However... From the primary GMail account, emails appear in the sent items folder, if they are sent from that account. I have not seen any emails in the sent item...
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- 0 votes
Tim commented, April 14, 2016 17:27
Lyla Like Steve, I have successfully set this email outbound server account up now. I don't know what changed overnight, but something did. I am not sure if the SSL checkbox does anything. This ser...
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- 0 votes
Tim commented, April 13, 2016 23:23
Hi Nipuna B. The change did not make any difference. Still errors out. "there was a problem setting up your email" Thanks Tim
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- 0 votes
Tim commented, April 13, 2016 19:17
Lyla I am having exactly the same problem, with my provider in germany. (see seperate "error adding other email" ticket) I have also tried every suggestion made in this thread. With exactly the sam...
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- 0 votes
Tim commented, December 03, 2015 18:04
Jessica, thanks for confirming the functionality. What are the suggestions for achieving this functionality. Clearly some method to achieve this is desirable. The standard organisation export funct...
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- 0 votes
Tim created a post, December 02, 2015 17:35
Export organisations and Associated contacts
1. Community
2. Troubleshooting & Tips: CRM
I would like to filter organisations or contacts and then export the filtered result with organisations and their associated contacts. And the other way around. Its very easy and useful to export a...
- 7 followers
- 8 comments
- 1 vote