Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

1. Community
2. Ideas & Suggestions
3. Horizontal Layouts PLEASE

Hi Anton, Yes, this is a feature! When you edit the object's page layout, edit each group and select the horizontal layout.  Hopefully, this works well on your monitor and screen size.  Thank you, ...

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• Created October 12, 2019 15:56
• 1 vote

1. Community
2. Ideas & Suggestions
3. Need to be able to schedule multiple reports to send in one email at a time to emails that are not associated with Insightly accounts

Hi Nathan, There are plenty of ways to get this done with 3rd party middleware or reporting solutions. The easiest way to do this is probably with Slemma. Thank you, Micah Feldkamp

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• Created October 12, 2019 15:49
• 0 votes

1. Community
2. Discussions and Best Practices
3. Capturing bid values in numbers - allowing a default

Hello, You can use workflow automation to default values to the opportunity fields. Thank you, Micah Feldkamp

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• Created October 12, 2019 15:45
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. How can I get email notifications/reminders on a due task on a case by case basis?

Hello Andrea, Don't use the default email reminder user settings. Instead use Workflow Automation and a custom "email notification" checkbox field for the task object.  When the checkbox is checked...

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• Created October 12, 2019 15:21
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Insightly adding tracker to URL?

Hi Josh, Which Insightly email service are referencing: Marketing Workflow Automation Email Thank you, Micah Feldkamp

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• Created October 12, 2019 15:16
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Related Tasks not Showing up in Projects

Hi Sam, You also can link tasks two ways via the task's details and related tabs. Try linking the project to both link fields and see if they appear.  Hope that helps! Thank you, Micah Feldkamp 

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• Created October 12, 2019 15:11
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Hide Tasks from Closed Opportunities

Hey Sheldon, I was working on this same issue with a client this week. I think the best way to make this work in the task custom list view is to add a unique character or string to the end of the o...

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• Created October 12, 2019 15:09
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Automated Workflow to contact with data drawn from a project

Hi Roland, 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 organizati...

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• Created September 24, 2019 02:38
• 1 vote

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