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 CRM | Insightly Marketing |
| Insightly Service | Insightly AppConnect |
Enhancement List
Use these links to navigate to specific enhancements
Insightly Platform
Bulk Clear Fields
We’ve introduced a new Bulk Clear feature to offer greater flexibility with bulk editing, allowing users to clear or reset fields across multiple records at once. Users can perform this action directly within Insightly's List Views and Reports. They will need the necessary edit permissions for the selected records in order to perform the bulk clear action. With this new feature, we aim to improve usability, reduce manual effort, and enhance the overall user experience.
Here is a link to our help documentation Updating multiple records with bulk editing
New Billing Contact
We’ve added a Billing Contact field in the Account Overview section of the Billing & Account page, giving the flexibility to designate someone other than the Account Owner for billing purposes. By default, the Billing Contact will be set to the Account Owner for both new and existing accounts, but it can be updated via the dropdown menu. All invoices and billing information will be sent to the email address associated with the Billing Contact.
Here is a link to our help documentation How to change your billing or invoice information.
Comment with Read-Only Access
We're excited to announce that users can now leave comments on objects (Standard and Custom) without needing edit access. If you have read access to an object (e.g., Contact, Task, etc.), you can easily add your thoughts, feedback, or questions via our comment system (where applicable). This enhances collaboration and makes it easier for everyone to stay engaged, regardless of their permission level.
Here is a link to our help documentation How to Use the Comments Tab.
Usability Enhancements
We’ve made several improvements to the user interface:
- A new ‘open-in-new’ icon has been added next to the objects listed in the related tab. Clicking this icon will open the associated grid view, functioning just like clicking on the object's name.
- A tooltip has been added to the list view, which will display the name of the list view when the user hovers over it. It will appear only if the list view name is partially obscured such as when the name is too long. This is especially useful when filtering by tags, allowing users to easily identify the current list view and its active filters, even when the full name isn’t visible.
Insightly CRM
Docusign Native Integration
To enhance our native CRM integrations, we've introduced the ability to integrate with Docusign. This integration allows Insightly users to easily send quotes for signature directly from the CRM, making document signing management more efficient and effortless. Admin users can install and activate the Docusign integration through the "System Settings > Integrations" page. After installation, users can authenticate their Docusign account within Insightly the first time they send a quote for signature via Docusign.
Here is a link to our help documentation Docusign Native Integration.
Bulk Delete Files
We’ve introduced the ability to Bulk Delete Files to address the challenge of limited bulk editing capabilities. This enhancement is designed to help users bulk delete files efficiently, allowing them to free up space within their CRM without the need to delete files one by one.
Here is a link to our help documentation Uploading and Managing Files.
Additional Resources
- Learn more about contacting Insightly Support
- Learn more about support and service plans for Insightly products:
- Review the status of Insightly