Peter from featurepower.com

1. Community
2. Advanced Reporting Series
3. exporting email addresses for all contacts

When you say "which were actual projects" I presume you mean contacts that are linked to projects, or maybe that are linked to currently active projects. If so, use the "Contact Linked Items Report...

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1. Community
2. Discussions and Best Practices
3. Copy Custom Field from Account to Contact within Account

Hi Ryan,  custom field values cannot be automatically pulled into contacts from their linked organisations. Given you want to filter contacts by such a value, in order to email them, here's one wor...

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1. Community
2. Troubleshooting & Tips: CRM
3. Create Leads Without Having an Account

Hi Ashton, you could use the "web to lead" or "web to contact"  function in Insightly (or both). It allows you to create an HTML form and place it in your website (public or private page). Your ass...

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1. Community
2. Troubleshooting & Tips: CRM
3. Number of Users

You can have as many users as you like at $29 each. Per month.

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1. Community
2. Troubleshooting & Tips: CRM
3. Redundant Actions

Hi Brian, we do free online consultations in support of Insightly (amongst other apps). Book in at our website. Or submit a request for a time that suits you better – our calendar slots are prime t...

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1. Community
2. Advanced Reporting Series
3. Sales Report for Activities including notes, phone calls, and site visits.

Okay Nick, I think you're talking about the User Activity Report template in the Other Reports folder. Yes, types of activity reported there do not include notes. I think the only way you can repor...

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1. Community
2. Advanced Reporting Series
3. Sales Report for Activities including notes, phone calls, and site visits.

Hi Nick, when you say "like the same options on the home page", I presume you are talking about dashboards. No, I don't believe what you're asking for exists as standard dashboard (cards). You can ...

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1. Community
2. Troubleshooting & Tips: CRM
3. Mass tag the company name of a contact list

Use the Organization Linked Item report to get a list of all the orgs that are linked to contacts which have the tag. Filter by Linked Contacts / Contact Tag List = <your tag>. Include Organization...

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1. Community
2. Troubleshooting & Tips: CRM
3. Viewing Emails under Activity

You should be able to find the email just underneath the image you attached. Under Past Activity. Like in this image.

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