Stephen

Member since August 11, 2015 23:55
Total activity 45
Last activity June 22, 2021 19:26

Activity overview
Posts (13)
Comments (13)

Stephen created a post, November 01, 2019 20:24
Answered

How To Delete Default Columns in Opportunities
1. Community
2. Troubleshooting & Tips: Marketing Automation
In order to use "Opportunities" satisfactorily, I need to delete some of the default columns. How do I do this?
- 2 followers
- 1 comment
- 0 votes
Stephen created a post, June 13, 2019 18:10
Answered

When Importing From Google Contacts, Some Contacts Don't Show Up
1. Community
2. Troubleshooting & Tips: CRM
Say I import 20 contacts from Vcards into Google Contacts. Then, I endeavor to import all of them into Insightly Contacts. Approximately half of them do not show on the Insightly list from G Contac...
- 2 followers
- 1 comment
- 1 vote
Stephen commented, April 10, 2019 15:56
Thanks so much, Eric. Very helpful. What if I just want to filter by one Tag "And" one other Tag? In other words, filter for contacts having both Tags. I see a lot about adding & removing "Columns"...
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- 0 votes
Stephen created a post, April 09, 2019 23:59
Answered

How To Create Lists Using Multiple Tags?
1. Community
2. Discussions and Best Practices
What has replaced "the Create New List" from the drop-down menu in Contacts? Let's say I want to filter using a certain tag variable "And" another tag variable (e.g. all contacts with "DC" and "Pa...
- 3 followers
- 3 comments
- 0 votes
Stephen commented, March 01, 2019 02:17
I have roughly a dozen contacts with the first name Aaron. When I search for the first name Aaron, all but one shows up in the drop-down list. I have tried retyping the name on the contact page wit...
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- 0 votes
Stephen created a post, February 28, 2019 18:55
Answered

Great New Improvement! Thanks For Your Great Work
1. Community
2. Discussions and Best Practices
After switching to the new interface the other day. I immediately panicked when the home screen and others were different. &, I requested to switch back. Mercifully & possibly wisely, Alejandro rej...
- 2 followers
- 1 comment
- 0 votes
Stephen created a post, February 26, 2019 23:09
Answered

Help!! I Just Changed to the New View & I can't Even Find Notes For Contacts...
1. Community
2. Troubleshooting & Tips: CRM
This is a deadly change to my business!! How could you? I am not able to use multiple windows and still see data. I can't access my notes while on a contact page. This is totally wrong for me. How ...
- 3 followers
- 1 comment
- 0 votes
Stephen commented, February 06, 2019 15:13
When I came into the office this morning; site opened immediately. Thank you for your wonderful work!!
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- 0 votes
Stephen created a post, February 06, 2019 00:36
Answered

Sight Will Not Open
1. Community
2. Troubleshooting & Tips: CRM
Have been using Insightly on this computer for years. While I was using today, Insightly started timing out when i attempted to open something. So, I cleared the cache & history on my browser and r...
- 3 followers
- 3 comments
- 0 votes
Stephen created a post, September 25, 2018 16:20
Completed

"An Error Occurred" While Posting Gmails to Insightly
1. Community
2. Troubleshooting & Tips: CRM
Really like the Sidebar. But after posting several emails from Gmail to Insightly, I occasionally get "an error occurred" message. Am I doing something to cause this? Thanks & best, Steve
- 2 followers
- 1 comment
- 0 votes