
Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
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Hi Bram, I saw you commented on this post here: https://support.insight.ly/hc/en-us/community/posts/203079440-Strip-out-email-footer-graphics-when-saving-from-Gadget-or-manually-forwarding-emails-t...
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Hi, I think you may want to upgrade to Insightly Enterprise to get object validation rules: https://support.insight.ly/hc/en-us/articles/360012900133-What-are-object-validation-rules- Let me know i...
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Hi Jennie, I think you can update the owner of the note to the user you want to tag and that should notify them, if their user notification settings are configured correctly. Then simply change the...
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Hi Charmaine, Please visit this post to learn more about the workarounds on this issue. Thank you, Micah Feldkamp
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Hello Brad, Melissa is correct. Although, if you would like to use workflow automation instead of bulk sending emails, I don't think you can send workflow automation emails from your email server. ...
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Hello Helen, I don't think workflow automation is a good option to activate from custom date ranges as the workflow automation would be triggered once the record is edited/created AND fits the crit...
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Hi Blake, I believe the Opportunity History report should give you what you need. However, if you are looking for more historical data sources than what that dataset gives you, then I'd recommend u...
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Hi Dora, Erin is correct. Although, if you add Lambda Functions or Zapier to workflow automation, you can fire off the task data to Zapier and create the event using the event API endpoint linking...
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- Troubleshooting & Tips: CRM
- Custom Checkbox Fields are being automatically ticked upon creation of new Contacts
Hi Adam, Along with Alejandro's recommendation... this could also be an integration you have via the Insightly API or simply the custom field setting's default value set to "checked". Hope this hel...
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Hi Angie, What tool(s) are you using to sync Contacts to Insightly? Piesync Zapier Insightly Outlook Sidebar Plug-in Insightly Mailbox Address Please let me know which one or perhaps another integr...
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