Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

1. Community
2. Troubleshooting & Tips
3. Sort Leads and Opportunities by Date of Last Activity & Next Activity

Hi Dean, 1) Try creating a filter and sort with advanced reports instead. That feature typically has a little more functions than the custom list view feature.  2) You are correct. Events do not up...

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• Created February 20, 2019 13:16
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1. Community
2. Troubleshooting & Tips
3. Trying to delete multiple tasks

You're welcome, Dave.  Is there a unique title, category, or description for those tasks? If so, you'll want to edit your activity set to ensure the values in one of those fields are unique. Then y...

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• Created February 18, 2019 14:34
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1. Community
2. Troubleshooting & Tips
3. Trying to delete multiple tasks

Hi Dave, This doesn't sound right. Please provide screenshots of your activity set configuration and the checkbox in the task screen. Thank you, Micah Feldkamp

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• Created February 16, 2019 15:38
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1. Community
2. Troubleshooting & Tips
3. Let contacts update their own info

Thank you, Derrick. I saw your message on the YouTube video... I don't know of an affordable, great CRM that has this feature. If you do find an affordable CRM with this feature, I'd be take a hard...

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• Created February 16, 2019 00:40
• 1 vote

1. Community
2. Insightly API
3. Primary Organisations STILL not working with API

You're welcome, Abe.  It's the link Nick Gee posted. It's a contact update integration allowing your mailchimp subscribers to update their Insightly contact details.   Micah

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• Created February 13, 2019 00:52
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1. Community
2. Insightly API
3. Primary Organisations STILL not working with API

Hi Nick, Yes, Zapier does not give you the option to update the primary linked organization. I think they're using API 2.1 or 2.2 still. Anyway, you will need to create a Zapier PUT webhook using I...

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• Edited February 11, 2019 20:01
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1. Community
2. Ideas & Suggestions
3. More and more powerful zaps please.

Hi Nick, You can use a PUT webhook to get this done fairly easy with Insightly API 3.0. In PandaDoc you have the Opportunity ID included in the metadata. If you can't find the ID in your quoting sy...

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• Created February 11, 2019 13:08
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1. Community
2. Discussions and Best Practices
3. Change Insightly Theme Color in New UI

Hi Matt, Sorry to hear this isn't working for you. Try reinstalling the extension, clearing your Chrome browser's cache, restart your computer, and reapply the configurations as seen above. If it s...

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• Created January 30, 2019 13:30
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1. Community
2. Advanced Reporting Series
3. Create report by non-activity?

Hi Josh, The Gmail "To:" field is a variable value i.e. never the same. DO NOT USE samples from Zapier. You will always get an error on the next step unless you have a contact stored in I...

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• Created January 30, 2019 00:23
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1. Community
2. Troubleshooting & Tips
3. Why don't all fields map automatically when uploading projects?

Hi Kathy, Yes, please let me know if the import field matching is successful and feel free to contact me micah@cloudreferrals.com to discuss the possibilities of automating your import process. Tha...

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• Created January 28, 2019 16:29
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