Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

1. Community
2. Ideas & Suggestions
3. Tag a user in a note/add comment functionality

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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• Created June 17, 2019 21:44
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Social Media Icons on Emails

Hi Charmaine, Please visit this post to learn more about the workarounds on this issue. Thank you, Micah Feldkamp

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• Created June 06, 2019 21:37
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Connecting Email leading to spam flag?

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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• Created June 06, 2019 16:21
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. WorkflowAutomation filter by past date

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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• Edited June 06, 2019 16:16
• 1 vote

1. Community
2. Discussions and Best Practices
3. How to track pipeline stage activity

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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• Created June 06, 2019 16:05
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Workflow Automation to Create an Event

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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• Created June 06, 2019 15:53
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. 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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• Created May 31, 2019 17:21
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Syncing contacts to Outlook

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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• Created May 21, 2019 00:23
• 1 vote

1. Community
2. Advanced Reporting Series
3. Pulling All Data

Katie, Erin is correct. You cannot export your data into one report using Insightly alone. You can, however, export all your data into multiple flat files using Flatly.io linked to Microsoft Power ...

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• Created May 21, 2019 00:20
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Attaching logos, pictures & links to emails

Colin, Erin is 100% correct. The cold email format with plain text is a great way to increase click through rate, and to increase delivery rate, I recommend not attaching documents to emails as thi...

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• Created May 21, 2019 00:15
• 1 vote