Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

1. Community
2. Troubleshooting & Tips: CRM
3. Coupling leads and organization

Hi Jorrik, You can use lead reports or custom list views to group leads by their organization to identify which leads are in what stage. Just make sure the spelling is correct on the organization n...

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• Edited May 08, 2019 17:34
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2. Troubleshooting & Tips: CRM
3. Migrating from GSuite - file list?

Hi Andy, I believe Flatly.io should do the trick along with backing up all data available in API version 2.2. Thank you, Micah Feldkamp  

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• Created April 28, 2019 23:13
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1. Community
2. Troubleshooting & Tips: CRM
3. Possible to convert Custom Field type (text->numeric) after it has value?

Hi Tim, The second option will work best. You already have a clear understanding of what you need to do.  Create the numeric custom field Export your data Validate your data (only numerical values...

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• Created April 19, 2019 17:20
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2. Troubleshooting & Tips: CRM
3. How to filter by custom fields

Hi Riya, Absolutely! Please see these links here for more information: https://support.insight.ly/hc/en-us/articles/211326848-Basic-report-filtering https://support.insight.ly/hc/en-us/articles/115...

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• Created April 18, 2019 20:24
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2. Troubleshooting & Tips: CRM
3. How can we have our contacts sync from Insightly online to iPhone contacts automatically?

Hi Michael, If you have the G Suite Insightly Contact Sync, then you can use a variety of apps to sync your Google Contacts with your iPhone contacts.  If you do not have the G Suite Insightly Cont...

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• Created April 18, 2019 19:27
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1. Community
2. Discussions and Best Practices
3. Categorizing contacts

If your contact type values (i.e. Lawyer, Prospect, Customer, etc) are rarely going to be updated with new values and more than one of those values can apply to a contact like a lawyer who also hap...

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• Created April 08, 2019 16:15
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2. Discussions and Best Practices
3. Categorizing contacts

Hello, I'd first find out if those attributes you listed are: a. fixed b. more than one attribute can apply to a contact If a and b are true, then create a multi-select custom field. If a is true a...

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• Edited April 04, 2019 19:34
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2. Discussions and Best Practices
3. How to handle users questions

Hi Victor, I recommend you capture the value (answer) to the question in your app, then put the data in one of the following places: a. contact's description/background field b. contact's custom te...

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• Created April 03, 2019 17:51
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2. Troubleshooting & Tips: CRM
3. Using word templates with insightly

Jan,  I don't think this is possible to get an editable .doc file after the template has been generated. You can add conditional merge statements to your template, with this feature implemented, yo...

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• Created April 01, 2019 14:59
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1. Community
2. Advanced Reporting Series
3. Lead Activity Report - "Next Task"?

Hi Dave, The next/last activity dates only apply to tasks linked to the lead/opportunity record.  Do you want to include the details of the next or last linked task in your report? Thank you, Micah 

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• Created March 27, 2019 19:02
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