John Hill (The Web Warriors)

1. Community
2. Troubleshooting & Tips: CRM
3. Relationship not showing up in Related tab

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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• Created December 18, 2019 21:43
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1. Community
2. Insightly Partner Integrations
3. Integration with Pandadoc

Thanks guys. We'll follow up based on your suggestions and provide feedback.

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• Created September 14, 2018 13:11
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1. Community
2. Insightly Partner Integrations
3. JotForm and Insightly custom fields

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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• Created July 12, 2018 07:27
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1. Community
2. Troubleshooting & Tips: CRM
3. Search not finding an opportunity I recently created.

I've noticed the same issue in Insightly. My guess is that there's an indexing task that runs in the background but not often enough. If you try again 15-30 minutes after the Opportunity was create...

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• Created June 02, 2018 03:59
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