Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

1. Community
2. Troubleshooting & Tips: CRM
3. Send Project Information to a Contact?

Hi Sunny, If you add a custom contact relationship lookup field to the project object, then you can setup workflow automation to send that contact an email with data from the project automatically...

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1. Community
2. Discussions and Best Practices
3. How to export Insightly task comments & email attachments?

Hi Padmapriya, The task report will give you task comments, if the task export doesn't give you that information already. As for email attachments you cannot get that information from Insightly ex...

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• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Relationship not showing up in Related tab

You're welcome, John. Did you create a custom relationship property lookup field in the contact object and edit the page layout related views for both objects? If that doesn't work it could be an...

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• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Updating Contact Owner

Hi Juha, You should be able to import the contact owner by inputting the user's email address instead of the username or ID. If that doesn't work you can always bulk edit the contact owner: http...

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• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Relationship not showing up in Related tab

Hi John, What you need can be done. You can have relationship lookup fields for each object to lookup each other's record, which will add the property or contact to the related tab in each record...

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• 1 vote

1. Community
2. Discussions and Best Practices
3. Matching & Smart Merging

Hi Noah, The features you desire are not available. I wrote extensively on this topic here: https://www.insightly.com/blog/2018/09/top-crm-best-practices-data-integrity/ I recommend you add the...

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• 1 vote

1. Community
2. Discussions and Best Practices
3. Mass linking contacts to events

Hi Riley, I don't think it's possible to import events into Insightly nor relate contacts to them via import. This however can be done via the API. Using the bulk edit linking feature you can lin...

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• 1 vote

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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• 2 votes

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