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 enhancement
- Insightly Platform
- Insightly CRM
- Additional Resources
Activity Set Task Due Dates
Users can now set the due date for a task when an activity set task is applied to a record.
Here is a link to our help documentation for applying activity sets.
Drill Path Sharing Settings Update
When you edit the sharing settings on any card in a drill path, including the top card, those changes will be reflected on all cards in that drill path.
Here is a link to our help documentation for how to share dashboard cards.
Dashboard Card Drill Down Cards Limit
Dashboard card drill down paths are now limited to 10 cards total. Once the limit has been reached, the ability to add more cards will be removed and the following message will appear:
Maximum drill path limit of 10 cards has been reached.
Here is a link to our help documentation for how to create dashboard cards.
Fiscal Year Relative Date Filters
Fiscal years will now be supported in relative date filters. This setting will affect relative date filters involving quarters, for example list filters or dashboard filters.
Here is a link to our help documentation for editing company settings.
Reporting Grid Improvements
When reviewing a report, the grid’s column headers will remain fixed in place while the user scrolls through the report data.
Here is a link to our help documentation for reporting.
Opportunity Product Report and Quote Product Report Fields
The fields available in Opportunity Product and Quote Product reports have been updated. All standard fields available in the Product Report and all standard fields available in the Opportunity Report are now available via the Product Standard Fields folder and the Opportunity Standard Fields folder, respectively.
Here is a link to our help documentation for working with Opportunity Product and Quote Product reports.
Sunsetting of Legacy Reports
Legacy reports are being sunset and will no longer be available after October 2023.