Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
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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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- 4 votes
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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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- 3 votes
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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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- 3 votes
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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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- 3 votes
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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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- 3 votes
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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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- 2 votes
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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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- 2 votes
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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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- 2 votes
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Hi Jason, The Advanced Reporting feature will allow you to view Contacts by Date Created. Here are instructions on configuring your report: Go to Reports Click Advanced Reporting Click Contact Re...
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- 2 votes
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Hello Andy, We are unable to link Tasks to other Tasks. What you can do is create an Activity set, and label the main Task TASK PARENT NAME and all the mini Tasks TASK PARENT NAME: TASK CHILD NAME...
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- 2 votes