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.
Use these links to navigate to specific enhancements.
- Insightly Platform
- Insightly CRM
- Insightly Marketing
- Additional Resources
Annual Date Field Filters
Users can now track annual dates by selecting a relative date field and typing annually at the end of the field. This will allow you to run dynamic date filters against records that will disregard the year. Annual dates cannot exceed one year.
New Dashboard Card Option: Series Label
Enabling the Series Label function allows users to see the values of data points inside of a dashboard card chart. By default, series labels are not enabled.
Here is a link to our help documentation for creating dashboard cards.
Local Time and Weather Insight Cards for Opportunity Records
The Weather and Time Insight cards will now display the local time and weather for opportunity records, based on the address of their primary linked organization.
Here is a link to our help documentation for Insight Cards.
New Lead Lifecycle Report
The Lead Lifecycle Report can be used to review a lead, the opportunity linked to the lead, and the project linked to that opportunity.
Here is a link to our help documentation for lead reports.
Marketing Email Reply Management
The Reply Management field has been added to the new email creation process. There are two options in this dropdown field, Use Insightly Email Reply Management and Forward All Email Replies to Reply To Address.
Use Insightly Email Reply Management: Insightly will check all incoming email replies and identify manual and auto-response out of office and unsubscribe replies.
- Insightly will delete all out of office and unsubscribe replies.
- Insightly will forward all other email replies to the Reply To email address.
Forward All Email Replies to Reply To Address: Sends all email replies to the Reply To email address.
Here is a link to our help documentation for working with marketing emails.