Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
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Export your contact information to XML, then convert it to a CSV file format. Next use a spreadsheet to sort the email addresses and see what contacts they belong too.
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Workaround: Use Custom Fields to separate your Organizations/Contacts/Opportunities/Projects. Then use filters when performing any marketing activities. When you create your Custom Fields you will ...
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Insightly will NOT carry over that data, but it will carry over the data in the About tab and link the Project to the original Opportunity which still has all the files and notes. Here is a link ...
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You're welcome, Camacho. Also, I want to add some clarification to my last comment when I stated, "export data to an email marketing program like Mailchimp". You will want to export your data and...
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***UPDATE*** New Custom Field Options and Settings We've added four new custom field types, including a checkbox field, a number field, a URL or hyperlink field, and a multi-line text field. So, n...
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If you are looking for more customizable reports outside of Insightly, we have the ability to export the data and create any reports you want using 3rd party reporting applications. Let us know wha...
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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...
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Custom fields in Leads, Organizations, Contacts, Projects, and Opportunities will not allow you to automatically update all of them from one custom field just because the name is the same or if it ...
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