Simon Thorp
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Simon Thorp commented, Hi - the workaround we've used in Insightly is to create Custom Fields in order to track (for example) Opportunity and Project values, which you could also do for expenses. We have also integrate...
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Simon Thorp commented, Hi Fred, It's a delicate question of course, but the dates to remember/date of birth field can be useful if populated. One approach may be for you to test requesting the data from a small number of...
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Simon Thorp commented, Hi Sarah, If you open the Contact record then click on the pencil icon (see below), this allows you to add more detail, including Organisation: Hope this helps. kind regards, Simon
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Simon Thorp commented, Hi Michael, One suggestion would be to remove records by (for example) filtering Contacts by record creation date. In this way, you may be able to back up older records outside Insightly. You ca...
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Simon Thorp commented, - Community
- Troubleshooting & Tips: CRM
- Creating a filter to export my organisation names, addresses into a CSV into do create a mail merge.
Hi Geoff, Just to add to Erin's suggestion, once you've decided how you'd like to proceed with your report, you may still wish to produce your mail merge using Word. It's worth keeping in mind, t...
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Simon Thorp commented, Hi Kate, You might like to take a look at the Report Fields when you have selected your Legacy Report - from here you can 'drag and drop' additional fields into the report - see screenshot below. H...
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Simon Thorp commented, Hi Kate, You're right that when you click the print button whilst in an Opportunity you will only get a print out of the tab in question - in this case the 'About' tab. I would suggest you consider...
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Simon Thorp commented, Hi Tommy, As Erin says, your wish list can largely be achieved through Insightly. For instance, we have integrated both Xero and Mailchimp but also use Insightly's built in email and pipeline manag...
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Simon Thorp commented, Hi Robert, We're a charity with a good deal of experience of importing data to Insightly - if you'd like to talk further please don't hesitate to get in touch. kind regards, Simon
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Simon Thorp commented, Hi Mark, You could also look at System Settings & Activity Sets. An Activity Set is a template for a group of tasks, which can then be applied to a Contact, Organisation, Opportunity, Project or L...
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