Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

1. Community
2. Discussions and Best Practices
3. Change Insightly Theme Color in New UI

Hi Matt, Sorry to hear this isn't working for you. Try reinstalling the extension, clearing your Chrome browser's cache, restart your computer, and reapply the configurations as seen above. If it s...

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• Created January 30, 2019 13:30
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1. Community
2. Advanced Reporting Series
3. Create report by non-activity?

Hi Josh, The Gmail "To:" field is a variable value i.e. never the same. DO NOT USE samples from Zapier. You will always get an error on the next step unless you have a contact stored in Insightly w...

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• Created January 30, 2019 00:23
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1. Community
2. Troubleshooting & Tips: CRM
3. Why don't all fields map automatically when uploading projects?

Hi Kathy, Yes, please let me know if the import field matching is successful and feel free to contact me micah@cloudreferrals.com to discuss the possibilities of automating your import process. Tha...

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• Created January 28, 2019 16:29
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1. Community
2. Ideas & Suggestions
3. Unable to delete events in bulk

Hi Danila, You can bulk delete Insightly Events via the API: https://api.insightly.com/v3.0/Help#!/Events/DeleteEntity Export your events from Insightly including their record IDs. Identify the eve...

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• Created January 26, 2019 22:51
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1. Community
2. Ideas & Suggestions
3. Sending Scheduled Reports to Non-Insightly Users

Hi Adam, You also have several third party reporting options like Slemma and Microsoft Power BI that integrate with Insightly to push reports out to non-Insightly users. Thank you, Micah Feldkamp  

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• Created January 26, 2019 22:46
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1. Community
2. Ideas & Suggestions
3. Test Messaging Sync with Insightly?

Hi Robert, Please also check out Kixie and Toky. https://www.insightly.com/crm/integrations/ Thank you, Micah Feldkamp

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• Created January 26, 2019 22:43
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1. Community
2. Ideas & Suggestions
3. Capturing Email From Gmail Environment into Insightly CRM - Google App is Worse

Hi Charles, This can all be done automatically via the API. The reason most CRM providers like Insightly don't have this automated is because a lot of emails are unnecessary and don't need to be li...

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• Created January 26, 2019 22:40
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1. Community
2. Ideas & Suggestions
3. Event alarm

Hi Joe, I think you can configure a notification (or alarm) from Outlook Exchange or Google Calendars if you have the application synced with Insightly. Thank you, Micah Feldkamp

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• Created January 26, 2019 22:31
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1. Community
2. Troubleshooting & Tips: CRM
3. Contact Notes Import - Missing Essential Info

Benjamin, You most certainly can import notes on the free account.  If all else fails please try creating notes via the API using Webhooks with Zapier. It may require a little reading but will defi...

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• Edited January 26, 2019 22:27
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1. Community
2. Troubleshooting & Tips: CRM
3. Why don't all fields map automatically when uploading projects?

Hi Kathy, Try copying and pasting the field names into the column names of your csv file. Also, it sounds like you do this import often... is this correct? Maybe there's a root problem we can help ...

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• Created January 26, 2019 22:21
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