Vince Koegle
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Vince Koegle commented, I would find it extremely helpful to be able to export "Organizations" to MailChimp rather than be limited to contacts or leads.
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Vince Koegle commented, We added an email field to our Organizations, so we could easily monitor and modify which email address was used for communication. I was hoping we'd have the Export to Mailchimp feature here, but...
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Vince Koegle commented, I finally got around to trying to add an email field as a custom field for Organizations. Interestingly, all of my previously created custom fields are listed under Organization, but the new email...
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Vince Koegle commented, - Community
- Troubleshooting & Tips: CRM
- contacts and organisations on the system but not appearing in searches
I'm experiencing a similar issue. I'm adding some new organizations and contacts, but I can't link them to each other. I can see the organization in the list and I can see the contact, but when I...
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Vince Koegle commented, Bob, I've submitted a feature request to have "email" added back into Organization Details. You can vote for it here: https://support.insight.ly/hc/en-us/community/posts/115008138587-Bring-Back-em...
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Vince Koegle commented, Hi guys. I just submitted a feature request to bring back the email field for Organizations. You can vote for it here: https://support.insight.ly/hc/en-us/community/posts/115008138587-Bring-Back-...
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Vince Koegle commented, Hi Jessica. Uninstalling and reinstalling seems to have fixed it. I can now see and link my organizations with QBO. Thanks for the help!
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Vince Koegle created a post, Quickbooks Online sync issue
We've been using Insightly with Quickbooks Online for quite a while now, but starting last week none of our Insightly organizations show any matches when searching in the QB tab...even organization...
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