What's New at Insightly April 2023

Learn what's new with Insightly by reviewing enhancements that are now available! For questions, the Additional Resources section can be utilized to learn more about getting support from Insightly. Use the links below to navigate to a specific product.

Insightly Platform 
Insightly CRMInsightly Marketing
Insightly ServiceInsightly AppConnect


Enhancement List

Use these links to navigate to specific enhancements.

Insightly Platform 

Number of Tags Displayed Limit Update

WhoUsers
WhatTags
WhereObject's Tag Index 

The number of tags that can appear in a record’s tag index is now limited to 100. If the number of tags exceeds 100, the Show All Tags hyperlink will appear at the bottom of the tag list. Clicking this link will display all tags.

Here is a link to our help documentation for using tags.

File Attachments Type Restrictions

WhoUsers
WhatFile Attachments
WhereTicket Records and Email Records 

The following file attachment types will be blocked for security reasons:

.ade, .adp, .apk, .appx, .appxbundle, .bat, .cab, .chm, .cmd, .com, .cpl, .diagcab, .diagcfg, .diagpack, .dll, .dmg, .ex, .ex_, .exe, .hta, .img, .ins, .iso, .isp, .jar, .jnlp, .js, .jse, .lib, .lnk, .mde, .msc, .msi, .msix, .msixbundle, .msp, .mst, .nsh, .pif, .ps1, .scr, .sct, .shb, .sys, .vb, .vbe, .vbs, .vhd, .vxd, .wsc, .wsf, .wsh, .xll

An error message will appear when an attempt to attach these files has been made. This feature is applied to:

  • Email messages converted into a email record
  • Customer ticket submissions through the portal
  • Ticket comments added in Service
  • Ticket comments received through an email

Here are links to our help documentation for creating and managing tickets, uploading and managing files, and saving emails to Insightly.

Use Sandboxes to Test and Explore Insightly Features

WhoAdmins
WhatSandboxes
WhereSystem Settings > Sandboxes

Sandboxes allow administrators to experiment with various Insightly features, such as role based security, lead routing, or workflow automation, without affecting or altering their organization’s account. Sandboxes can be created in Insightly CRM, Insightly Marketing, and Insightly Service.

Here is a link to our help documentation for sandboxes.

Insightly CRM

Cloning Now Available for Organization Records

WhoUsers
WhatOrganizations
WhereOrganization Records

Organization records can now be cloned through the Actions dropdown menu.

Here is a link to our help documentation for cloning standard and custom objects.

Enable Insightly to Verify Any Lead Validation Rules Before Converting into an Opportunity

WhoAdmins
WhatValidation Rules
WhereLead Management Settings

With validation rules, administrators can write formulas to verify that certain conditions are met before records are saved. When configuring lead management settings, administrators can enable Insightly to automatically run and verify the validation rules for a lead before they are converted into an opportunity.

Here is a link to our help documentation for lead management settings.

Quote Email Field Type Update

WhoUsers
WhatQuotes
WhereQuote Records

The Quote Email field found within quote records is now available for use in workflow automations.

Here is a link to our help documentation for creating quotes.

‘Copy Emails, Files, and Notes to the New Project’ Checkbox Now Checked by Default

WhoUsers
WhatProject Conversion
WhereOpportunity Records 

The Copy Emails, Files, and Notes to the New Project checkbox in the opportunity to project conversion process will now be checked by default.

Here is a link to our help documentation for converting opportunities to projects.

Products Active Checkbox Checked by Default and New Actions Menu Options

WhoUsers
WhatProducts
WhereProduct Records

When creating a product record, it will be marked as active by default unless the user unchecks the associated checkbox.

Here is a link to our help documentation for products and price books.

Add Products to Price Books with New Actions Menu Options

WhoUsers
WhatProducts and Price Books
WhereProduct Records

When adding a product to a price book, users can navigate to a product record and select Add Product to Price Books from the Actions dropdown. Additionally, users can navigate to a price book record and select Add Products to Price Book from the Actions dropdown.

Here is a link to our help documentation for products and price books.

Insightly Service

Bounce Errors Now Appear on Ticket Comments

WhoUsers
WhatTickets
WhereTicket Records

When a ticket comment fails to be delivered, Insightly will now display an error describing why the bounce occurred.

Here is a link to our help documentation for working with tickets.

Additional Resources.

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