Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

1. Community
2. Troubleshooting & Tips
3. cleaning up contacts errors

Hi, Have you tried an import update as well? This is an alternative that should give you the desired results. Thank you, Micah Feldkamp  

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• Created June 17, 2019 22:06
• 1 vote

1. Community
2. Troubleshooting & Tips
3. Attaching logos, pictures & links to emails

Hi Colin, You can send customized emails via custom webhooks in Workflow Automation + middleware service like Zapier or preferrably an email marketing service like Mailchimp. I think in August Insi...

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• Created June 17, 2019 22:02
• 1 vote

1. Community
2. Ideas & Suggestions
3. Bulk-Delete files attached to records

Hi Bram, I saw you commented on this post here: https://support.insight.ly/hc/en-us/community/posts/203079440-Strip-out-email-footer-graphics-when-saving-from-Gadget-or-manually-forwarding-emails-t...

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• Created June 17, 2019 21:54
• 1 vote

1. Community
2. Ideas & Suggestions
3. Opportunities - fields for completion

Hi, I think you may want to upgrade to Insightly Enterprise to get object validation rules: https://support.insight.ly/hc/en-us/articles/360012900133-What-are-object-validation-rules- Let me know i...

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• Created June 17, 2019 21:49
• 1 vote

1. Community
2. Ideas & Suggestions
3. Tag a user in a note/add comment functionality

Hi Jennie, I think you can update the owner of the note to the user you want to tag and that should notify them, if their user notification settings are configured correctly. Then simply change the...

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• Created June 17, 2019 21:44
• 1 vote

1. Community
2. Ideas & Suggestions
3. Custom Objects Related Links

Hi Sean, Yes, that's generally how it works right now. I believe you can also add a contact custom lookup field to the custom object and link a new contact to the custom object from the custom obje...

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• Created June 17, 2019 21:40
• 0 votes

1. Community
2. Troubleshooting & Tips
3. Social Media Icons on Emails

Hi Charmaine, Please visit this post to learn more about the workarounds on this issue. Thank you, Micah Feldkamp

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• Created June 06, 2019 21:37
• 1 vote

1. Community
2. Ideas & Suggestions
3. Contact's Age

Hi Matthew, Yes, you need to be on the new Insightly and Enterprise plan.  Thank you, Micah Feldkamp

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• Created June 06, 2019 16:24
• 0 votes

1. Community
2. Troubleshooting & Tips
3. Connecting Email leading to spam flag?

Hello Brad, Melissa is correct. Although, if you would like to use workflow automation instead of bulk sending emails, I don't think you can send workflow automation emails from your email server. ...

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• Created June 06, 2019 16:21
• 1 vote

1. Community
2. Troubleshooting & Tips
3. WorkflowAutomation filter by past date

Hello Helen, I don't think workflow automation is a good option to activate from custom date ranges as the workflow automation would be triggered once the record is edited/created AND fits the crit...

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• Edited June 06, 2019 16:16
• 1 vote