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
  • Thank you, Kimberley. Your WFA looks good at the moment, but let's take a screenshot of the "send an email" edit menu and see if there's something there that may be off.  Thank you, Micah...

  • You could do this right now with a default field like "Category", but that may be a improper use of real estate, since tasks are so limited right now. Thank you, Micah Feldkamp

  • Hi Mira, Insightly will add custom fields to Tasks in a few weeks. At that time you could make a custom checkbox field for tasks called, "Complete & Clone". Then whenever that field i...

  • Hi Jason, I believe you can select all, select more, and then use the bulk editing tool to bulk edit the tasks due date. Thank you, Micah Feldkamp

  • Hi Kimberley, You have the criteria screen which is good. Could you please provide more screenshots of the WFA Detail and Action screen? Thank you, Micah Feldkamp

  • Hi Peter, Using text versus numeric will be an issue for several reasons, two of the biggest loss of benefits being validated data and calculable fields. I'd recommend only using no special charact...

  • Hi Dean, 1) Try creating a filter and sort with advanced reports instead. That feature typically has a little more functions than the custom list view feature.  2) You are correct. Events do not up...

  • You're welcome, Dave.  Is there a unique title, category, or description for those tasks? If so, you'll want to edit your activity set to ensure the values in one of those fields are unique. Then y...

  • Hi Dave, This doesn't sound right. Please provide screenshots of your activity set configuration and the checkbox in the task screen. Thank you, Micah Feldkamp

  • Thank you, Derrick. I saw your message on the YouTube video... I don't know of an affordable, great CRM that has this feature. If you do find an affordable CRM with this feature, I'd be take a hard...