Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

1. Community
2. Advanced Reporting Series
3. How can I create a contact email list for those accounts in a certain pipeline stage

Peter, If you plan to send this email often, you may want to create a workflow automation instead. You could set the workflow automation to send the email after x amount of days at a certain stag...

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1. Community
2. Advanced Reporting Series
3. Add tittles and logo to the custom reports

Hi Alejandro, This is not yet possible using Insightly's built-in reporting feature. This would require manual intervention to export the report to your spreadsheet application and upload the graph...

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• 1 vote

1. Community
2. Discussions and Best Practices
3. Calculation Date Field that shows Last Edited for a Specific Field

Hi James,  Perhaps you could use the calculated field, although I'm not sure this is possible because Insightly only posts updates when an entire record is edited not when a specific field is edite...

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• 2 votes

1. Community
2. Ideas & Suggestions
3. Horizontal Layouts PLEASE

Hi Anton, Yes, this is a feature! When you edit the object's page layout, edit each group and select the horizontal layout.  Hopefully, this works well on your monitor and screen size.  Thank you, ...

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• 1 vote

1. Community
2. Ideas & Suggestions
3. Need to be able to schedule multiple reports to send in one email at a time to emails that are not associated with Insightly accounts

Hi Nathan, There are plenty of ways to get this done with 3rd party middleware or reporting solutions. The easiest way to do this is probably with Slemma. Thank you, Micah Feldkamp

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1. Community
2. Discussions and Best Practices
3. Capturing bid values in numbers - allowing a default

Hello, You can use workflow automation to default values to the opportunity fields. Thank you, Micah Feldkamp

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• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. How can I get email notifications/reminders on a due task on a case by case basis?

Hello Andrea, Don't use the default email reminder user settings. Instead use Workflow Automation and a custom "email notification" checkbox field for the task object.  When the checkbox is checked...

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• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Insightly adding tracker to URL?

Hi Josh, Which Insightly email service are referencing: Marketing Workflow Automation Email Thank you, Micah Feldkamp

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• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Related Tasks not Showing up in Projects

Hi Sam, You also can link tasks two ways via the task's details and related tabs. Try linking the project to both link fields and see if they appear.  Hope that helps! Thank you, Micah Feldkamp 

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• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Hide Tasks from Closed Opportunities

Hey Sheldon, I was working on this same issue with a client this week. I think the best way to make this work in the task custom list view is to add a unique character or string to the end of the o...

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