Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

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...

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• Created April 18, 2019 20:24
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1. Community
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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1. Community
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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1. Community
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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1. Community
2. Ideas & Suggestions
3. Custom fields for Tasks

The new Insightly API v3.1 includes custom fields: https://api.insightlystage.com/v3.1/help#!/Tasks/UpdateEntity Crossing my fingers for this feature to be released very soon!

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• Created April 02, 2019 16:32
• 1 vote

1. Community
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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1. Community
2. Ideas & Suggestions
3. Custom Objects Related Links

Hi Daniel, I don't think tasks can be linked to custom objects yet. I recommend following this thread here and wait till custom fields are available with tasks. Alternatively, you can also use pro...

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• Created March 19, 2019 07:59
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1. Community
2. Discussions and Best Practices
3. Filtering Contacts by Organization Data

Hi Jack, Run the report like you're currently doing, include the contact's record ID and import update your contacts with a tag. In the contact custom list view, filter your contacts by tag, and bu...

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• Created March 14, 2019 19:05
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