Christoph
- Member since
- Total activity 109
- Last activity
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Allow emails to multiple recipients using the CC field
It is great to have a mail merge feature built into insightly but sometimes you need to be transparent about who else received the email (if only to allow recipients to reply-to-all). Currently, I ...
- Created
- 3 followers
- 2 comments
- 3 votes
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Add "Department" as a link-property between contacts and organizations
ad d ition There may be several ways of solving this and apart from suggesting a solution here, I'm curious to hear how anyone has solved the following issue: When people work for large or...
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- 3 followers
- 3 comments
- 3 votes
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Tag contacts when sending emails
When sending mass emails, I would like to keep track of who received a particular email and I use tags to achieve this. But I have to add the tags manually to the recipients of the email, and I can...
- Created
- 1 follower
- 1 comment
- 2 votes
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Easier delete multiple tags
There is an easy way to delete a tag from the system by selecting the tag (as when filtering records that have that tag) and then clicking the "Remove tag" link: The problem is that if you want to...
- Created
- 2 followers
- 1 comment
- 1 vote
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Custom currencies (or "units", "credits" as a quick fix)
This suggestion is the result of a discussion in the troubleshooting section. It would be great to be able to designate custom currencies and I agree with Roger that a first step in that direction ...
- Created
- 1 follower
- 1 comment
- 1 vote
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Linked organizations are lost when merging two contacts (bug?)
Based on these instructions for merging two contacts, I would expect that linked organizations are always retained when merging two contacts (because there can be multiple links if there is a confl...
- Created
- 2 followers
- 3 comments
- 1 vote
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Problem with UTF-8 encoding/ umlaut characters
There seems to be a problem with the export of special characters (umlauts like äöü or the like) in insightly reports. When you open the exported excel or csv file, it looks fine at first sight. Bu...
- Created
- 1 follower
- 1 comment
- 0 votes
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How do I set/change the primary email address for a contact?
In some of my imported records, the first email is a personal email address and in some it is a work email. How can I set or change which one is the primary one (and should hence be used in emails ...
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- 2 followers
- 2 comments
- 0 votes
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Clarify the search logic when filtering based on tags
I did this filter today which yielded apparently false results: So the idea was to display only those contacts that do not have a "Friends" tag. But at least some records with Friends tags were nev...
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- 1 follower
- 1 comment
- 0 votes
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Bug in search for email recipients?
There seems to be a bug in the search function for email recipients. When I search for "gms" I get one hit: If I search for "gmss", I get three: Logically, that is not possible, since any rec...
- Created
- 1 follower
- 3 comments
- 0 votes