Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

1. Community
2. Ideas & Suggestions
3. Sending Email To Contact As Part of Workflow

Hi Gary, This feature is available with workflow automation if you have a custom contact relationship lookup field in the object, but we still cannot email from the actions menu in the organization...

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• Created September 24, 2019 02:34
• 1 vote

1. Community
2. Discussions and Best Practices
3. Can I run a report based on a view?

Hi CM, Do your team members also have an Insightly user? Thank you, Micah Feldkamp

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• Created September 05, 2019 17:38
• 1 vote

1. Community
2. Ideas & Suggestions
3. Strip out email footer graphics when saving from Gadget or manually forwarding emails to Insightly

Hi Feargal, It looks like your searching for the attachments using the contact filter, I think you're right, you cannot filter by file attachment. Instead try using flatly.io. This app will push a...

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• Created August 28, 2019 11:50
• 0 votes

1. Community
2. Insightly Partner Integrations
3. Xero working as intended????

Hi Jon, You can select which users have access to xero here: https://support.insight.ly/hc/en-us/articles/207227537-Connecting-Insightly-to-Xero Thank you, Micah Feldkamp

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• Created August 22, 2019 16:59
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Linking Details and Related

Hi Morgan, You have two options: 1. Create a workflow automation webhook to add a contact link to the opportunity using middleware software like Zapier. Here is the API endpoint to use: https://api...

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• Created August 08, 2019 19:22
• 1 vote

1. Community
2. Ideas & Suggestions
3. Audit log

Agreed!

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• Created August 02, 2019 11:06
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Delete dates using bulk edit?

Hi Sheila, You should be a able to bulk delete the dates. If not, zapier webhooks updating Insightly via the API will definitely work. Thank you, Micah

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• Created July 24, 2019 09:28
• 1 vote

1. Community
2. Advanced Reporting Series
3. Activity Report Showing ALL Leads (Regardless of whether they have activity)?

Hi David, As a workaround you can create a custom field called '# of tasks'. Everytime a task is created, a zapier integration runs adding a 1 to that field. Alternatively, a custom report with a ...

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• Created July 24, 2019 09:25
• 1 vote

1. Community
2. Advanced Reporting Series
3. Third custom field as result of the values of two other fields

Hi Paul, Zapier and workflow automation will do the trick. Use workflow automation post webhook to send data to zapier formatter calculator, calculate the new values and use a PUT webhook to upda...

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• Created July 24, 2019 09:19
• 1 vote

1. Community
2. Discussions and Best Practices
3. Recording sales/order dates against a Contact record

Hi Tim, Erin is correct. Enterprise is the best choice for this project. You can try using custom objects or custom fields if enterprise is more than you need. Lastly, I recommend you connect y...

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• Created July 24, 2019 09:14
• 1 vote