July 2022

Insightly Platform

Search Workflow Lists and Object Lists 

A new search bar has been added to workflow lists and objects lists. These search bars are located in the upper right of the list of objects in System Settings > Objects and Fields and in the upper right of the list of workflows in System Settings > Workflow Automations. This improvement allows admins to use keywords to find their favorite workflows or objects instead of combing through their entire account’s list of workflow automations or automations.

Here is a link to our help documentation that outlines what else you can do with workflow automations.

Added ‘Any’ Field as a Dashboard Filter Option 

When setting filters within a data set, you may now allow results that have at least one of the selected values present. Select the Any option in multiselect dropdown when adding a filter.

Here is a link to our help documentation that outlines what else you can do with dashboards.

Email File Menu Option 

When a user clicks the three-dot menu to the right of a file record, the option Email This File will now be available. Once selected, a Compose Email modal will appear with the selected file attached.

Here is a link to our help documentation that outlines how to use files.

Insightly Marketing

Journey Email Statistic 

If a Journey contains a Send Email action, users can now review statistics specific to the selected email, such as the Sent Count and the Opened Count.

Here is a link to our help documentation that outlines how to review your journey statistics.

Emails and Email Templates Merge Tags

Historically, when inserting a merge tag in an Insightly Marketing email or email template, the merge tag was identified by double brackets before and after the merge tag (for example, {{ProspectFirstName}}). With an enhancement to the designer tool used in Insightly Marketing, when merge tags are used in emails and email templates, they will now display with a dotted blue border around the entirety of the merge tag.

Here is a link to our help documents regarding Insightly Marketing emails, email templates, and utilizing the designer tool.

Insightly Service

External Link Count for Knowledge Articles 

The read only field, External Link Count, displays the total count of external links within the article being viewed. This link count includes any external inks within an article that begin with //, https://, or http://; links to individual sections within an article (relative links) are not included in the External Link Field. This field is available for use in custom list views and filters.

Here is a link to our help document about utilizing knowledge articles within Insightly Service.

Number Counts Displayed on Ticket Tabs

When reviewing a ticket’s Public Replies and Internal Notes, each tab will display the number of events that have occurred. This applies to the following tabs: All Notes, Public, Private, and Audit Log.

Here is a link to our help documentation that outlines how to create and manage tickets.

View Portal as a Contact

Admins can now view a portal as it would be displayed to a contact by navigating to the record of a contact and selecting the View Portal as Contact option in the Actions menu. This option will only be available if a customer portal is enabled within portal settings.

Here is a link to our help documentation that outlines how to customize your customer portal.

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