Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
- Member since
- Total activity 1361
- Last activity
-
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...
- View comment
- Created
- 0 votes
-
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...
- View comment
- Edited
- 0 votes
-
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...
- View comment
- Created
- 0 votes
-
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!
- View comment
- Created
- 1 vote
-
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...
- View comment
- Created
- 0 votes
-
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
- View comment
- Created
- 0 votes
-
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...
- View comment
- Created
- 1 vote
-
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...
- View comment
- Created
- 0 votes
-
Hi India, You will most likely use these endpoints to get the email linked to the correct opportunity: https://api.insightly.com/v3.0/Help#!/Opportunities/GetLinkEmailAddress https://api.insightly....
- View comment
- Created
- 0 votes
-
Hi India, Yes, this can be custom programmed via the Insightly API. Thank you, Micah
- View comment
- Created
- 0 votes