Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

1. Community
2. Troubleshooting & Tips: CRM
3. cannot check check boxes on tasks when there are more than 50 tasks

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

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• Created February 20, 2019 13:35
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1. Community
2. Troubleshooting & Tips: CRM
3. Email Not Sending After Workflow Trigger

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

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• Edited February 20, 2019 13:32
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1. Community
2. Troubleshooting & Tips: CRM
3. Import Problem

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...

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• Created February 20, 2019 13:29
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1. Community
2. Troubleshooting & Tips: CRM
3. Sort Leads and Opportunities by Date of Last Activity & Next Activity

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...

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• Created February 20, 2019 13:16
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2. Troubleshooting & Tips: CRM
3. Trying to delete multiple tasks

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...

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• Created February 18, 2019 14:34
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2. Troubleshooting & Tips: CRM
3. Trying to delete multiple tasks

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

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• Created February 16, 2019 15:38
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1. Community
2. Troubleshooting & Tips: CRM
3. Let contacts update their own info

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...

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• Created February 16, 2019 00:40
• 1 vote

1. Community
2. Insightly API
3. Primary Organisations STILL not working with API

You're welcome, Abe.  It's the link Nick Gee posted. It's a contact update integration allowing your mailchimp subscribers to update their Insightly contact details.   Micah

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• Created February 13, 2019 00:52
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1. Community
2. Insightly API
3. Primary Organisations STILL not working with API

Hi Nick, Yes, Zapier does not give you the option to update the primary linked organization. I think they're using API 2.1 or 2.2 still. Anyway, you will need to create a Zapier PUT webhook using I...

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• Edited February 11, 2019 20:01
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1. Community
2. Ideas & Suggestions
3. More and more powerful zaps please.

Hi Nick, You can use a PUT webhook to get this done fairly easy with Insightly API 3.0. In PandaDoc you have the Opportunity ID included in the metadata. If you can't find the ID in your quoting sy...

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• Created February 11, 2019 13:08
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