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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/

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Latest activity by Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    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...

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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    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...

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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    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...

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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    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...

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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    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...

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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    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...

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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    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!

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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    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...

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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    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 

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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    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...