Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

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...

• View comment
• 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...

• View comment
• 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 ...

• View comment
• 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...

• View comment
• 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...

• View comment
• 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...

• View comment
• 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 ...

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

1. Community
2. Troubleshooting & Tips: CRM
3. Sort Contacts by Date Added

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...

• View comment
• Edited February 19, 2016 04:39
• 2 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Activity set within a repeating task

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...

• View comment
• Created August 14, 2015 17:06
• 2 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Adding a date range to a contact

Create two custom date fields, and export your data to Excel to Filter By Date :) 1.Contacts (Left Tab) 2.Click check box (Top Left) 3.Click "Select all XXX records in this list" 4.More 5.Export 6....

• View comment
• Created August 25, 2015 06:29
• 2 votes