Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

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 ...

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

1. Community
2. Ideas & Suggestions
3. Remove limits on Dates to Remember within Contacts

Hi Melanie, I didn't know that was a limitation and I agree it shouldn't be! Perhaps using custom fields or tasks/events may suffice until this feature is updated. Thank you, Micah Feldkamp 

• View comment
• Created April 28, 2019 23:43
• 0 votes

1. Community
2. Ideas & Suggestions
3. Populate CC/BCC Field with Contacts

Agreed!

• View comment
• Created April 28, 2019 23:40
• 0 votes

1. Community
2. Ideas & Suggestions
3. Outlook Sidebar

Hi, Yes, this can be accomplished with Evercontact to collect the data from the email signature, then Zapier or PieSync to sync the data into Insightly. If you wish to get the Contact's Primary Lin...

• View comment
• Created April 28, 2019 23:39
• 0 votes

1. Community
2. Ideas & Suggestions
3. Currency conversion

Hi Stian, I believe this can be implemented using different custom fields for the value of the local currency and your currency, which would both be constantly updated via the API based on the curr...

• View comment
• Created April 28, 2019 23:34
• 0 votes

1. Community
2. Ideas & Suggestions
3. Navigation

I agree. You have to click the related tab and then click on the contact. In the new release Insightly is adding custom fields to the task. Perhaps this will be more customizable?

• View comment
• Created April 28, 2019 23:27
• 0 votes

1. Community
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  

• View comment
• Created April 28, 2019 23:13
• 0 votes

1. Community
2. Ideas & Suggestions
3. Start phone calls from Insightly (solution inside)

I believe the new "Insightly Voice" feature already does all this and more!  

• View comment
• Created April 25, 2019 15:00
• 0 votes

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...

• View comment
• Created April 19, 2019 17:20
• 0 votes

1. Community
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...

• View comment
• Created April 18, 2019 20:24
• 0 votes