Christoph

1. Community
2. Troubleshooting & Tips: CRM
3. Problem with UTF-8 encoding/ umlaut characters

Okay, I just realized that this issue does not seem to be caused by the insightly export but by some mistake in the actual records. I was able to identify the "hidden spaces" in the contact records...

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• Edited July 31, 2016 04:32
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2. Troubleshooting & Tips: CRM
3. German special characters

Hi Heinrich! In case you haven't solved this issue yet: UTF-8 does not destroy umlauts. If it seems to do so, you are doing something wrong in the conversion process.  Note that changing the encodi...

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• Created July 31, 2016 04:09
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2. Troubleshooting & Tips: CRM
3. Applying Email Tag to Contacts

Hi James, I'm not sure if this issue is entirely solved for you but since it isn't for me, I created a suggestion for a feature here and I would like to invite you to vote for it. Christoph

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• Created July 29, 2016 19:46
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2. Troubleshooting & Tips: CRM
3. HTML web form creation

FYI, I just received notice from jotform that they have now integrated insightly custom fields in their forms, i.e. there's no need to go go via Zapier anymore. Well done jotform! It took them just...

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• Created July 08, 2016 14:07
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2. Insightly Partner Integrations
3. Zapier - Custom Fields

FYI, I just received notice from jotform that they have now integrated insightly custom fields in their forms, i.e. there's no need to go go via Zapier anymore. Well done jotform! It took them just...

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• Created July 08, 2016 14:05
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2. Troubleshooting & Tips: CRM
3. Bug in search for email recipients?

  Are you testing this on my contacts? If so, the reason why "Daniel" is not coming up is that I have in the meantime removed the relevant text containing GMSS from Daniel's record. I added it back...

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• Created July 06, 2016 17:27
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2. Troubleshooting & Tips: CRM
3. How to bulk edit address elements in secondary addresses

  So the export-import solution is not a solution in any realistic scenario. So we have to wait for the merge-upon-import feature? But even with that, I'm not sure it will be solved as it will prob...

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• Created July 05, 2016 23:02
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2. Troubleshooting & Tips: CRM
3. How do I set/change the primary email address for a contact?

  Thanks David. Maybe "primary email address" wasn't the right term. What I am refering to is the email that is displayed underneath the Name in the contacts list or that I can select as "Email Add...

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• Created July 05, 2016 18:18
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2. Troubleshooting & Tips: CRM
3. How to bulk edit address elements in secondary addresses

  Thanks Nora. But I suppose the export-import process means that all links will be lost, right?

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• Created July 05, 2016 18:11
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2. Troubleshooting & Tips: CRM
3. Multiple Addresses in the "To" email field

I mad a very similar suggestion in the "ideas and suggestions" section before I saw this thread. I also tried to provide a rather quick and easy way of implementing that, hoping that that might spe...

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• Created July 04, 2016 20:50
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