John Hill (The Web Warriors)

Member since June 02, 2018 03:44
Total activity 26
Last activity December 14, 2020 04:16

Activity overview
Posts (7)
Comments (4)

John Hill (The Web Warriors) created a post, December 14, 2020 04:16
Storing "spreadsheet" data in Insightly
1. Community
2. Troubleshooting & Tips: CRM
Hi there, We have a prospect who wants to store spreadsheet data within Insightly. They have a Custom Object with multiple custom fields. They need to be able to add data on a daily basis, and keep...
- 1 follower
- 0 comments
- 0 votes
John Hill (The Web Warriors) commented, December 18, 2019 21:43
Hi Micah, Thanks again for your detailed response. I'm wondering if you did anything different to how we've setup the custom relationship lookup fields? I feel like we've set it up as per Insightly...
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- 0 votes
John Hill (The Web Warriors) created a post, December 07, 2019 13:08
Answered

Relationship not showing up in Related tab
1. Community
2. Troubleshooting & Tips: CRM
I'm setting up Insightly for a client who works in the property sector. Each Contact can own multiple Properties. We've created a Custom Object named "Property" and setup some sample records. Withi...
- 3 followers
- 4 comments
- 0 votes
John Hill (The Web Warriors) created a post, February 22, 2019 10:56
Seeing historical data in Insightly
1. Community
2. Discussions and Best Practices
Hi there, We have a client who's considering Insightly as their CRM. They want to know if we can view historical data for a Contact / Opportunity etc. An example is Joe Bloggs works for XYZ Company...
- 1 follower
- 0 comments
- 0 votes
John Hill (The Web Warriors) created a post, February 22, 2019 10:52
Answered

Ability to restrict who can move an Opportunity through a pipeline
1. Community
2. Discussions and Best Practices
We have a client who's interested in implementing Insightly into their business. They have a few levels of management and need an approval process before someone can move an Opportunity from one st...
- 2 followers
- 1 comment
- 0 votes
John Hill (The Web Warriors) commented, September 14, 2018 13:11
Thanks guys. We'll follow up based on your suggestions and provide feedback.
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John Hill (The Web Warriors) created a post, September 14, 2018 13:09
Answered

When is the next release scheduled...
1. Community
2. Troubleshooting & Tips: CRM
Our clients were pretty excited when we had two consecutive months of releases earlier this year. It had us think that this would be a regular occurrence. Now it seems everything has gone quiet ag...
- 4 followers
- 4 comments
- 0 votes
John Hill (The Web Warriors) created a post, September 04, 2018 00:06
Integration with Pandadoc
1. Community
2. Insightly Partner Integrations
We have an interesting scanario where Pandadoc integration is working for one Opportunity but not for others. The Opportunity has a linked Organization with both a Shipping Address and Billing Addr...
- 4 followers
- 4 comments
- 0 votes
John Hill (The Web Warriors) commented, July 12, 2018 07:27
Hi Erin, Thanks for the reply. Was hoping that Jotform might have some trick we've missed. All good, we'll jump back into Zapier. Thanks for your help! John
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John Hill (The Web Warriors) created a post, July 09, 2018 22:12
Answered

JotForm and Insightly custom fields
1. Community
2. Insightly Partner Integrations
We have a client who needs their website forms converted so they push data into Insightly. Some of the forms contain drop-downs where the selected value needs to be mapped to an Insightly custom fi...
- 2 followers
- 2 comments
- 0 votes