Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

1. Community
2. Troubleshooting & Tips: CRM
3. Question about free plan and custom fields

Hi Tara,  When Insightly is referring to Records in this context they are referring to Contacts, Organizations, Opportunities, Projects, and Leads. You get two custom fields for each one, which re...

• View comment
• Edited July 26, 2015 13:41
• 2 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Different customer circles

If you must use one account, then I would suggest using a custom dropdown field. For example name the custom dropdown field: Organization Name: Company A & Company B. Be aware that your reports may...

• View comment
• Edited July 27, 2015 13:45
• 2 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Tracking multiple contacts in Opporunity

Make an individual Opportunity for each Contact. Group the Opportunities together using either one Project or Tags. If possible use the Opportunity Pipeline, Stage, and Current State to view/chan...

• View comment
• Created July 28, 2015 13:21
• 2 votes

1. Community
2. Ideas & Suggestions
3. Custom status options for project status

We cannot make custom fields for Tasks which means we cannot filter them for custom fields. But we can for Projects :)

• View comment
• Created July 29, 2015 20:41
• 2 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Have milestone deadlines show up with tasks

Use the calendar feature to show your Tasks (use the Due Date as your Task's milestone date) and Project Milestones. Then select "Day" on the top right to show you what you need completed today. At...

• View comment
• Edited July 29, 2015 20:53
• 2 votes

1. Community
2. Troubleshooting & Tips: CRM
3. E-MAIL TEMPLATES TOTALLY CUSTOMIZABLE?

Camacho, If you're wanting to complete this task as a marketing activity, we can export data to an email marketing program like Mailchimp. Then we can map the custom fields to your email templates...

• View comment
• Edited July 20, 2015 19:45
• 2 votes

1. Community
2. Ideas & Suggestions
3. Start phone calls from Insightly (solution inside)

Hi Holger, I know this is not a native solution but here it is anyway :) The SIP Caller Click to Call Chrome Extension looks like it provides the features you are looking for, in regard to converti...

• View comment
• Edited June 01, 2016 11:00
• 2 votes

1. Community
2. Advanced Reporting Series
3. Add tittles and logo to the custom reports

Hi Alejandro, This is not yet possible using Insightly's built-in reporting feature. This would require manual intervention to export the report to your spreadsheet application and upload the graph...

• View comment
• Created October 17, 2019 08:25
• 1 vote

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, ...

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

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

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