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 CRM||Insightly Marketing|
|Insightly Service||Insightly AppConnect|
Use these links to navigate to specific enhancements.
- Insightly Platform
- Insightly CRM
- Insightly Service
- Insightly AppConnect
- Additional Resources
All Paid Plans Now Have Access to Phone Support
|Where||Profile Icon > Phone Support|
All Insightly users on paid plans can now access our phone support by navigating to the upper right profile icon and selecting Phone Support.
Here is a link to our help documentation for contacting Insightly support.
Apply List Filters to Sort Through Activity Tab Grid Records
|Where||Record > Activity Tab|
Users can now apply List Filters to sort through the records that appear in the related activities grids. When the user hovers over the title of a grid list, the text will change from black to blue with an underline to designate that it is a hyperlink. Clicking on the hyperlinked title will redirect the user to a full screen page where the filters can be applied.
Here is a link to our help documentation for the Activity tab.
Updates to the User Deletion Process
|Where||Contacts, Dashboards, Reports|
When a user is deleted, the following will now occur:
- The contact record associated with the deleted user will display a warning:
- Note: This contact record is for a deleted Insightly user so permissions and actions are limited.
- Deleted users will no longer appear in filters.
- Deleted users will still appear in:
- Details tabs
- Related tabs
- Deleted users will have (Deleted) following their name.
- The deleted user will appear in the Deleted Users list found in System Settings > User List.
Here is a link to our help documentation for deleting users.
Icons in the Related Tab Now Act as Hyperlinks
|Where||Record > Related Tab|
All icons within the Related tab will now act as hyperlinks. Users will be able to open records in a new browser tab by clicking the icon while pressing CTRL.
Here is a link to our help documentation for using the Related tab.
Email Tracking No Longer Available for Trial Accounts
|Where||System Settings > Email Tracking|
Administrators on trial accounts will no longer have the ability to enable email tracking.
Here is a link to our help documentation for enabling email tracking.
First Reply Time Now Available as a Ticket Report Field and Filter
|What||First Reply Time Field|
The First Reply Time field can now be used as a field when building a ticket report. This field can also be used as a filter in a ticket report.
Here is a link to our help documentation for ticket reports.
Queues in AppConnect Recipes Object Owner Field Update
When running a recipe that uses queues, an action to add or update a record’s object Owner field value can now set the record owner to the queue or to a user. This is applicable to all objects that can use queues:
- Knowledge Articles
- Custom Objects
Here is a link to our help documentation for building AppConnect recipes.