Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

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2. Ideas & Suggestions
3. Integrate with Google Maps

GOOGLE MY MAPS IMPORT DIRECTIONS I have already implemented this for my clients: 1. Create a report with your lead, contact, project, opportunity, custom object, or organization address data (inclu...

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• Edited December 11, 2018 00:07
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2. Troubleshooting & Tips
3. Organization Tags

Hi Leo, I'm not sure I completely understand.  Could you please share screenshots? Thank you, Micah Feldkamp

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• Created December 10, 2018 22:27
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1. Community
2. Troubleshooting & Tips
3. How can I create Google News

Hi Melessa, I think you can only get Google News about your Organization from within the Organization record not on the dashboard.  Thank you, Micah Feldkamp

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• Created December 10, 2018 22:25
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1. Community
2. Discussions and Best Practices
3. Workflow - Change of Pipeline Stage Based on Current Calendar Day

Hi Jason, I don't think this is possible using only Workflow Automations. You may need to use Workflow Automation Webhooks and a third party software like Zapier to get what you need accomplished. ...

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• Created December 10, 2018 22:23
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2. Discussions and Best Practices
3. Custom Objects, Related Tab (add links to other objects, not add new)

Hi Monique, Try going to the contact's "Related" section and linking the custom object there. You can upvote for relating links from within the custom objects "Related" section here.  At this time ...

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• Created December 10, 2018 22:21
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2. Troubleshooting & Tips
3. Contact Notes Import - Missing Essential Info

Hi Ben, Have you tried formatting the spreadsheet as a CSV? Per the directions... For each contact note, both the first name and last name of the contact must match exactly. Secondly, one of the fo...

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• Created December 10, 2018 22:10
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2. Troubleshooting & Tips
3. Importing data - multi select field does not recognize my data

Hello Sila, Please format the spreadsheet to CSV and separate the multi-select values by a semicolon ";" excluding spaces.  Let me know if you run into any trouble. Thank you, Micah Feldkamp

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• Created December 10, 2018 22:06
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2. Troubleshooting & Tips
3. Custom Field in Event

This is not a feature yet. Please upvote for this feature here: https://support.insight.ly/hc/en-us/community/posts/360017943813-Custom-Fields-for-Events May I ask what you are trying to accomplish...

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• Created December 10, 2018 22:04
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2. Troubleshooting & Tips
3. Mapping custom Field to default field (as you cant delete the default)

Hi Conan, Yes, you can automatically map the address field to the project name using Zapier Webhooks and Insightly API. Are you creating the Project from a contact, organization, or opportunity? Wh...

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• Created December 10, 2018 22:01
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2. Troubleshooting & Tips
3. Responsible User

Hi Pj, This shouldn't be possible under the Opportunity's "Responsible User" field as it must have a user responsible. Please check your user list in system settings to see if any of the users have...

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• Created December 10, 2018 21:58
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