
Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
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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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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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Hi David, Did you try running a Task report as well? Thank you, Micah Feldkamp
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- Ideas & Suggestions
- 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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- Troubleshooting & Tips: CRM
- 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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- Community
- Ideas & Suggestions
- 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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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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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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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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