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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Recent activity by Micah Feldkamp - CRM Consultant at www.cloudreferrals.com Sort by recent activity Recent activity Votes
  • Agreed!

  • Hi, Yes, this can be accomplished with Evercontact to collect the data from the email signature, then Zapier or PieSync to sync the data into Insightly. If you wish to get the Contact's Primary Lin...

  • Hi Stian, I believe this can be implemented using different custom fields for the value of the local currency and your currency, which would both be constantly updated via the API based on the curr...

  • I agree. You have to click the related tab and then click on the contact. In the new release Insightly is adding custom fields to the task. Perhaps this will be more customizable?

  • Hi Andy, I believe Flatly.io should do the trick along with backing up all data available in API version 2.2. Thank you, Micah Feldkamp  

  • I believe the new "Insightly Voice" feature already does all this and more!  

  • 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...

  • 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...

  • 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...

  • 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...