John Hill (The Web Warriors)
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John Hill (The Web Warriors) commented, 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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John Hill (The Web Warriors) created a post, AnsweredRelationship not showing up in Related tab
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...
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John Hill (The Web Warriors) created a post, Ability to hide Tags, Calendar etc.
Hi there, We have a client who is evaluating Insightly. They've made a decision that they will never be using the Tags or Calendar capability within Insightly and want to know if it's possible to ...
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John Hill (The Web Warriors) created a post, Seeing historical data in Insightly
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...
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John Hill (The Web Warriors) created a post, AnsweredAbility to restrict who can move an Opportunity through a pipeline
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...
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John Hill (The Web Warriors) commented, -
John Hill (The Web Warriors) created a post, AnsweredWhen is the next release scheduled...
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...
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John Hill (The Web Warriors) created a post, Integration with Pandadoc
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...
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John Hill (The Web Warriors) created a post, Automatically create an Organisation when creating a Contact
Most CRM's that I have come across will allow you to create an organisation as you're adding a new contact. Some of our clients are screaming for this feature. Is there a plan to bring the feature ...
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John Hill (The Web Warriors) commented, 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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