Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

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

1. Community
2. Advanced Reporting Series
3. Creating Contact Reports with Multiple Linked Orgs

Hi Alexus, Please use the Organization Linked Items report to identify contacts with more than one linked organization and the contact's primary linked organization. I grouped by organization name ...

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• Created May 09, 2019 00:47
• 2 votes

1. Community
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

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
• 0 votes

1. Community
2. Ideas & Suggestions
3. Strip out email footer graphics when saving from Gadget or manually forwarding emails to Insightly

You can bulk delete file attachments and emails via the API and Zapier. 1. Perform a data export AND export the Insightly objects (i.e. attachments or emails) you want to bulk delete using Flatly.i...

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• Edited May 08, 2019 14:03
• 1 vote

1. Community
2. Ideas & Suggestions
3. Translations for foreign language versions, especially German

stimmt

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• Created April 29, 2019 00:11
• 1 vote

1. Community
2. Ideas & Suggestions
3. Duplicate records of custom objects

Hi Philip, I believe this can be implemented using a custom checkbox field (i.e. "clone object"), workflow automation webhook, and zapier webhooks with Insightly API 3.0 or higher. Every time the c...

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• Created April 29, 2019 00:06
• 0 votes

1. Community
2. Ideas & Suggestions
3. Address

Hi Gaby,  I think a checkbox field "Same Billing and Shipping address" combined with Zapier to update the record should work well. You may need to use Workflow Automation and Zapier webhooks if the...

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• Created April 28, 2019 23:51
• 0 votes

1. Community
2. Ideas & Suggestions
3. Activity Set & Task Repeat Options

Hi Catherine, I believe this next update may give you the option to implement this function with the use of Workflow Automation and task custom fields. Tune in on May 8th to watch the CEO show the ...

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• Created April 28, 2019 23:46
• 0 votes