CJ

1. Community
2. Troubleshooting & Tips: CRM
3. Finding emails with large attachments

Hi Lyla,   On this note, is there a way to archive emails older than a certain date etc to clear up storage space? I'm ready to use Insightly for my whole company, but I can see that 1GB of storage...

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• Created July 12, 2016 22:52
• 2 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Import limit

Ah, excellent. That was a super fast reply too! Thanks :)

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• Created July 05, 2016 18:21
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Import limit

How are we supposed to know how many rows we can import? Shouldn't 2.5K contacts mean 2.5K rows? Where is this information given for each account level?

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• Created July 05, 2016 18:15
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Automatic Email Fetching

Erin, this is an excellent suggestion. If I were to set up Google apps like this then I'd capture every single inbound/outbound email sent by every one of my employees, regardless of what device it...

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• Created July 05, 2016 16:30
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Automatic Email Fetching

I'm about to move to a new CRM for my company and I am pretty tempted by Zoho, but they don't have the good customer service reputation that insightly does. Do you have a way to store all emails to...

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• Created June 29, 2016 22:30
• 0 votes