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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/

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

    Hi Feargal, You need to use Webhooks to delete the file attachment NOT Zapier's "out-of-the-box" Insightly connection.  Here is the API endpoint you need to use to delete the file attachm...

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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    Hi Alexus, Please use the Organization Linked Items report to identify contacts with more than one linked organization and the contact's primary linked organization. I grouped by organization name ...

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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    Hi Eddie,  I think the limit applies to all record types; therefore, you shouldn't be able to add anymore records to Insightly and have to upgrade.  https://support.insight.ly/hc/en-us/articles/204...

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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    Hi Jorrik, You can use lead reports or custom list views to group leads by their organization to identify which leads are in what stage. Just make sure the spelling is correct on the organization n...

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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    You can bulk delete file attachments and emails via the API and Zapier. 1. Perform a data export AND export the Insightly objects (i.e. attachments or emails) you want to bulk delete using Flatly.i...

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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    stimmt

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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    Hi Philip, I believe this can be implemented using a custom checkbox field (i.e. "clone object"), workflow automation webhook, and zapier webhooks with Insightly API 3.0 or higher. Every ...

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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    Hi Gaby,  I think a checkbox field "Same Billing and Shipping address" combined with Zapier to update the record should work well. You may need to use Workflow Automation and Zapier webho...

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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    Hi Catherine, I believe this next update may give you the option to implement this function with the use of Workflow Automation and task custom fields. Tune in on May 8th to watch the CEO show the ...

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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    Hi Melanie, I didn't know that was a limitation and I agree it shouldn't be! Perhaps using custom fields or tasks/events may suffice until this feature is updated. Thank you, Micah Feldkamp