Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

Micah is the #1 Independent Contributor in the Insightly Community for giving the most contributions and author of 5 CRM Best Practices for Insightly: https://www.insightly.com/blog/5-best-crm-practices-for-insightly-part-1/

Total activity 1202
Last activity April 25, 2019 15:00
Member since July 07, 2015 16:22

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Activity overview

Latest activity by Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, April 19, 2019 17:20
Hi Tim, The second option will work best. You already have a clear understanding of what you need to do. Create the numeric custom field Export your data Validate your data (only numerical values...
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- Created April 19, 2019 17:20
Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, April 18, 2019 20:24
Hi Riya, Absolutely! Please see these links here for more information: https://support.insight.ly/hc/en-us/articles/211326848-Basic-report-filtering https://support.insight.ly/hc/en-us/articles/115...
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- Created April 18, 2019 20:24
Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, April 18, 2019 19:27
Hi Michael, If you have the G Suite Insightly Contact Sync, then you can use a variety of apps to sync your Google Contacts with your iPhone contacts. If you do not have the G Suite Insightly Cont...
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- Created April 18, 2019 19:27
Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, April 08, 2019 16:15
If your contact type values (i.e. Lawyer, Prospect, Customer, etc) are rarely going to be updated with new values and more than one of those values can apply to a contact like a lawyer who also hap...
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- Created April 08, 2019 16:15
Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, April 04, 2019 19:23
Hello, I'd first find out if those attributes you listed are: a. fixed b. more than one attribute can apply to a contact If a and b are true, then create a multi-select custom field. If a is true a...
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- Edited April 04, 2019 19:34
Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, April 03, 2019 17:51
Hi Victor, I recommend you capture the value (answer) to the question in your app, then put the data in one of the following places: a. contact's description/background field b. contact's custom te...
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- Created April 03, 2019 17:51
Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, April 02, 2019 16:32
The new Insightly API v3.1 includes custom fields: https://api.insightlystage.com/v3.1/help#!/Tasks/UpdateEntity Crossing my fingers for this feature to be released very soon!
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- Created April 02, 2019 16:32
Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, April 01, 2019 14:59
Jan, I don't think this is possible to get an editable .doc file after the template has been generated. You can add conditional merge statements to your template, with this feature implemented, yo...
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- Created April 01, 2019 14:59
Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, March 27, 2019 19:02
Hi Dave, The next/last activity dates only apply to tasks linked to the lead/opportunity record. Do you want to include the details of the next or last linked task in your report? Thank you, Micah
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- Created March 27, 2019 19:02
Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, March 19, 2019 07:59
Hi Daniel, I don't think tasks can be linked to custom objects yet. I recommend following this thread here and wait till custom fields are available with tasks. Alternatively, you can also use pro...
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- Created March 19, 2019 07:59