Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

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

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. 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. 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. 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. 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
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Let contacts update their own info

Thank you, Derrick. I saw your message on the YouTube video... I don't know of an affordable, great CRM that has this feature. If you do find an affordable CRM with this feature, I'd be take a hard...

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• Created February 16, 2019 00:40
• 1 vote