Hello Insightly Team!
Please allow custom objects to have multiple related links without requiring custom lookup relationship fields; similar to how organizations and contacts work (minus the prima...
Please develop a feature allowing us to filter by relationship type, and bulk edit relationships from within the parent record. Thank you :)
See this link for more details.
Please integrate with a SAAS reporting solution like Adaptive Insights.
Our client is not able to link onedrive folders to Insightly. I know this is possible with Google Drive and I think Dropbox, but OneDrive doesn't seem to be able to.
Is this correct? If this...
With Clearbit’s Zapier integration you can automatically enrich Lead, Contact & Organization records with relevant information compiled from hundreds of data sources. This will help keep your data ...
The worksheet has a series of project, task, organization, contact and email import templates all designed to cover the following CRM best practices and processes for Insightly:
Version History & ...
Please allow tasks created from WFA to be assigned from a user from within the object record similar to if you were scheduling the task due date from the object's custom date field.
1. Download the Chrome extension Stylebot
2. Hover over the top orange bar
3. Right click
4. Select Stylebot
5. Select Style Element
6. Under header Color & Background fill in the field called Back...