Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

1. Community
2. Troubleshooting & Tips: CRM
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

1. Community
2. Discussions and Best Practices
3. How to track pipeline stage activity

Hi Blake, I believe the Opportunity History report should give you what you need. However, if you are looking for more historical data sources than what that dataset gives you, then I'd recommend u...

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• Created June 06, 2019 16:05
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Workflow Automation to Create an Event

Hi Dora,  Erin is correct. Although, if you add Lambda Functions or Zapier to workflow automation, you can fire off the task data to Zapier and create the event using the event API endpoint linking...

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• Created June 06, 2019 15:53
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Custom Checkbox Fields are being automatically ticked upon creation of new Contacts

Hi Adam, Along with Alejandro's recommendation... this could also be an integration you have via the Insightly API or simply the custom field setting's default value set to "checked". Hope this hel...

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• Created May 31, 2019 17:21
• 1 vote

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2. Troubleshooting & Tips: CRM
3. Syncing contacts to Outlook

Hi Angie, What tool(s) are you using to sync Contacts to Insightly? Piesync Zapier Insightly Outlook Sidebar Plug-in Insightly Mailbox Address Please let me know which one or perhaps another integr...

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• Created May 21, 2019 00:23
• 1 vote

1. Community
2. Advanced Reporting Series
3. Pulling All Data

Katie, Erin is correct. You cannot export your data into one report using Insightly alone. You can, however, export all your data into multiple flat files using Flatly.io linked to Microsoft Power ...

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• Created May 21, 2019 00:20
• 1 vote

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

Colin, Erin is 100% correct. The cold email format with plain text is a great way to increase click through rate, and to increase delivery rate, I recommend not attaching documents to emails as thi...

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• Created May 21, 2019 00:15
• 1 vote

1. Community
2. Inside Your Insightly (See real-life examples from Insightly users)
3. Export

Hi David, Did you try running a Task report as well? Thank you, Micah Feldkamp

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• Created May 21, 2019 00:10
• 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, You need to use Webhooks to delete the file attachment NOT Zapier's "out-of-the-box" Insightly connection.  Here is the API endpoint you need to use to delete the file attachments: http...

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• Created May 09, 2019 15:48
• 1 vote

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2. Troubleshooting & Tips: CRM
3. Insightly has stopped adding contacts from my office 365 email.

Hi Eddie,  I think the limit applies to all record types; therefore, you shouldn't be able to add anymore records to Insightly and have to upgrade.  https://support.insight.ly/hc/en-us/articles/204...

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• Created May 09, 2019 00:37
• 1 vote