Avatar

Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

Micah is the #1 Independent Contributor in the Insightly Community for giving the most contributions and author of 5 CRM Best Practices for Insightly: https://www.insightly.com/blog/5-best-crm-practices-for-insightly-part-1/

  • Total activity 1202
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 3 users
  • Votes 161
  • Subscriptions 407

Comments

Recent activity by Micah Feldkamp - CRM Consultant at www.cloudreferrals.com Sort by recent activity Recent activity Votes
  • Hi Tim, The second option will work best. You already have a clear understanding of what you need to do.  Create the numeric custom field Export your data Validate your data (only numerical values...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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!

  • 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...

  • 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 

  • 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...