John Hill (The Web Warriors)
- Member since
- Total activity 26
- Last activity
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Storing "spreadsheet" data in Insightly
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...
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- 1 follower
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- 0 votes
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Answered
Relationship 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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- 3 followers
- 4 comments
- 0 votes
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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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- 1 follower
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- 0 votes
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Answered
Ability 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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- 2 followers
- 1 comment
- 0 votes
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Answered
When 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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- 4 followers
- 4 comments
- 0 votes
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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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- 4 followers
- 4 comments
- 0 votes
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Answered
JotForm and Insightly custom fields
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...
- Created
- 2 followers
- 2 comments
- 0 votes