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What's New at Insightly June 2024

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 

User Favorites List Views

We’ve introduced a star icon to the right of the list view dropdown that enables individual users to mark their preferred list views as favorites ensuring easy and instance access to the ones they use frequently. These favorite list views will appear at the very top of the list view dropdown menu for convenient access. Users will have the ability to favorite up to 20 list views for each type of object, including custom, shared, and standard list views, that they have access to. If a list view is unshared or its sharing settings are modified to exclude certain users or it is deleted, it will automatically be removed from the list of favorites for affected users.

Here is a link to our help documentation for List Views.

Currently, users have the ability to choose the currently logged-in user within user filters across all user fields in reports and list views. Now we’ve added the same functionality in dashboards for filtering by the logged-in user. Users may now select Current User as an option within all user field dropdowns in filters within dashboard cards. This will help users create dashboards that will be applicable and dynamic to each user that uses that dashboard.

Here is a link to our help documentation for How to create a Dashboard Card.


Insightly CRM

Change CC BCC Limit on CRM Emails

At present, when sending an email in CRM, you can include a maximum of 2 CC addresses or BCC addresses. For customers subscribed to the CRM Enterprise plan, the CC and BCC limit will be now increased to 8 email addresses.

Here is a link to our help documentation for Sending email from Insightly.

Add Owner User as new column in Imports

When importing as new records or updating existing records for Opportunities, Projects, and Leads, there hasn't been an option to select the owner as a column in the import process. However, you could select the owner in imports of Contacts and Organizations. We've now introduced an Owner User column for Opportunities, Projects, and Leads imports (e.g., 'Opportunity Owner') similar to the one we have for Contacts and Organizations imports.

Here is a link to our help documentation for How to Import data to Insightly.


Insightly Marketing

New Prospect Activity Report

We’ve introduced a new Prospect Activity Report that encompasses prospect activity visible in the user interface via the prospect timeline. By default, this report will filter data based on Date of Activity within the last 90 days.

Folders containing fields for the report are:

  • Prospect Activity Fields
  • Prospect Standard Fields
  • Prospect Custom Fields
  • Contact Standard Fields
  • Contact Custom Fields

Here is a link to our help documentation for Prospect Reports.


Insightly Service

Add Brand dropdown field to Ticket Page Layout

We’ve added the option to include the Brand dropdown in a Service Ticket’s page layout. If an instance subscribes to the Enterprise plan, users will have the option to include the Brand dropdown in a ticket's page layout as needed when creating or updating tickets. Additionally, when tickets are generated through incoming support emails, this field is automatically populated. In the absence of a specified brand ID, the ticket defaults to the instance's primary brand. Brand field is also available for filtering and selection within ticket custom list views, ticket reports, and dashboards.

Here is a link to our help documentation for How to use Brands.


Insightly AppConnect

New 250K AppConnect Plan

We're introducing a new AppConnect plan for Insightly to address the gap between the existing 100k and 500k plans. This new plan, called the "250k Plan," offers pre-paid access to 250,000 tasks and includes all the same features as the other AppConnect plans. It provides a more balanced option in terms of both cost and task volume. For more details, click here.

Here is a link to our help documentation for What is AppConnect.


Additional Resources

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