Krzysztof Burzyński
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Krzysztof Burzyński commented, - Community
- Troubleshooting & Tips: CRM
- Emailing groups of contacts based on existing categories/fields
Hello! Back to old discussion: is it possible to filter contacts based on organization fields they are linked to? I would like to send an email to contacts from selected organizations.... Can you ...
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Krzysztof Burzyński commented, I can see changes are seen by Insightly on field comparison page, but eventually the records are not updated with those.
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Krzysztof Burzyński commented, Unfortunately this is exactly what we do. Result is negative: changes are not updated.... We used csv and xlsx to update phone number format. Not possible to upload changes (tried on small file of ...
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Krzysztof Burzyński created a post, Contact csv upload for bulk edit
Hi! I am trying to do bulk edit of our contact database, however, upload of edited contacts does not work. Changed records are seen by Insightly, mapped correctly, and at the end there is no change...
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Krzysztof Burzyński created a post, AnsweredEU GDPR regulation
Hello Insightly Team! GDPR in EU is about many formalities and processes. However, the main part is data storage inside EU. Are you considering opening a dedicated datacenter for EU customers? If ...
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Krzysztof Burzyński commented, Hi! Unfortunately, you can filter only records "created" by the user from a Team. You will not see records made visible for all users from a Team based on permissions. This is a real drawback, beca...
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Krzysztof Burzyński created a post, Completedemail templates
pls allow contact custom fields to be used in email templates! first and second name not enough for some countries.... Krzysztof
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