Teresa R.

1. Community
2. Troubleshooting & Tips: CRM
3. Ongoing loss of data

Hello Joslin, I have opened up a support ticket for you and you should have received an automatically generated email notifying you of that.  A member of our Care team will be reaching out to you s...

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1. Community
2. Troubleshooting & Tips: CRM
3. "Problem with your current filter" cannot enter mail section anymore

Hi Etienne, I see that our Care team is working with you on this and that it has been escalated.  Thank you

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• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Extension of free trial

Hi Yasmin, Our support team is happy to help with a trial extension.  They will reach out to you shortly. In the meantime, I recommend you sign up for a free trial and you can invite your colleague...

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1. Community
2. Troubleshooting & Tips: CRM
3. Navigating Contacts & Organizations

Hi William and Michael,  Thank you for sharing this feedback.  I have shared it with our Product team.   William, to answer your question, with our more powerful elastic search you can search by th...

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1. Community
2. Ideas & Suggestions
3. Multi check box drop down menu - Progress?

Update:  Our engineering team is currently working on new Custom Field types which will include this request for a multi-select option on drop downs. We will update this thread and all others relat...

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1. Community
2. Ideas & Suggestions
3. Custom field - drop down - multiple answer

Update:  Our engineering team is currently working on new Custom Field types which will include this request for a multi-select option on drop downs. We will update this thread when our new Custom ...

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1. Community
2. Ideas & Suggestions
3. Custom Dashboards

Update:  Our engineering team is currently working on Dashboards.  We will update this thread when dashboards are released.  Thank you all for your comments and votes!   

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• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. System Settings - Error 500

Hi Thorsten, this 500 error has been fixed.  I hope you have a great weekend!

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1. Community
2. Ideas & Suggestions
3. Data Security and Staff Theft

Hello Brett, Thanks for calling! You can remove a user's export permissions to ensure they cannot download your data in Insightly.  Below are instructions on how to do that.  You can also get more ...

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1. Community
2. Troubleshooting & Tips: CRM
3. System Settings - Error 500

Hello Thorsten, Thank you for bringing this to our attention.  I have sent it to our engineering team to address.

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