Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

1. Community
2. Ideas & Suggestions
3. Custom status options for project status

Insightly does not give us the ability to change the Project's status choices. I suggest using a custom drop down field to help further define the status of your Projects. 

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• Edited July 29, 2015 15:17
• 4 votes

1. Community
2. Advanced Reporting Series
3. Why is this Lead closed/disqualified?

Hi Adaci, Great news! There is a workaround available to get you the results you want using the Note Report.   Instructions Start labeling the Title of your "reason for disqualification/closed" Not...

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• Edited February 19, 2016 23:47
• 3 votes

1. Community
2. Troubleshooting & Tips: CRM
3. How to export filtered Organizations?

Hello James, You do not have to split them up per page. Right after you click the "select all" button on the top left, there will be a "select all XXX records in this list" link at the top of the p...

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• Edited August 18, 2015 21:22
• 3 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Filter Contacts by Twitter Handle

Hi Meir, Unfortunately, Insightly does not offer the capability to filter Contacts by whether or not they have a social media presence. Although, I did find an article that could help you out with ...

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• Created September 10, 2015 08:25
• 3 votes

1. Community
2. Troubleshooting & Tips: CRM
3. How to search on custom fields?

The search bar at the top of the Project page will not search for the custom field. Instead we recommend you create a filter. Here are the steps: 1. Go to the Projects tab 2. On the top right cli...

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• Edited July 17, 2015 16:46
• 3 votes

1. Community
2. Advanced Reporting Series
3. How can I create a contact email list for those accounts in a certain pipeline stage

Peter, If you plan to send this email often, you may want to create a workflow automation instead. You could set the workflow automation to send the email after x amount of days at a certain stag...

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• Created November 09, 2019 10:14
• 2 votes

1. Community
2. Discussions and Best Practices
3. Calculation Date Field that shows Last Edited for a Specific Field

Hi James,  Perhaps you could use the calculated field, although I'm not sure this is possible because Insightly only posts updates when an entire record is edited not when a specific field is edite...

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• Created October 14, 2019 17:17
• 2 votes

1. Community
2. Advanced Reporting Series
3. Creating Contact Reports with Multiple Linked Orgs

Hi Alexus, Please use the Organization Linked Items report to identify contacts with more than one linked organization and the contact's primary linked organization. I grouped by organization name ...

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• Created May 09, 2019 00:47
• 2 votes

1. Community
2. Ideas & Suggestions
3. workflow automation - sending emails

Hello Julio, You're correct.  As a simple workaround for the time being you can sign up for a free Zapier account and send emails directly from Outlook or Gmail everytime a new contact is added.  P...

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• Edited October 04, 2018 18:49
• 2 votes

1. Community
2. Ideas & Suggestions
3. Duplicate Detection

Here is a solution, and it will cost you one way or another! There is an integrated 3rd party software that identifies duplicated contacts by matching emails and first and last names. The softwar...

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• Created August 11, 2015 05:50
• 2 votes