What's New at Insightly September 2022

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.

Enhancement List

Use these links to navigate to specific enhancements.

• Insightly Platform 
  • Number of Columns Displayed on Reports Increased to 50
  • Browser Session Expiration Notification
  • Lock Dashboard Card Position
• Insightly CRM
  • Field Merge Tags in Workflow Automations
• Insightly Marketing
  • Convert Prospects into Contacts
  • Add to List" Action Menu Option Updated to "Add to Marketing List"
• Insightly Service
  • Added "Last Reply From" Field
  • System Events Tab Updated to Audit Log Tab
• AppConnect
  • Select Multiple Fields in "Updated" Trigger
  • Standard Record Links Now Included in "New entity" Trigger
  • Insightly Connector Now Include Previous Properties
  • New Actions: "Get multiple entities by object name" and "Create a new entity"
  • Opportunity Products Now Included in "New entity" and "Updated entity" Triggers
  • "Create entity" Can Now Create Notes
  • New Trigger: "new ticket comment"
  • Email Notification Recipients Update
  • Delete Events Now Displays All Standard Fields
  • Time Zone in AppConnect Now Synced with Insightly User Settings
• Additional Resources

Insightly Platform 

Number of Columns Displayed on Reports Increased to 50

Insightly has increased the number of columns displayed on reports to 50. This applies to all reports utilized in any Insightly product.

Here is a link to our help documentation to learn more about working with reports.

Browser Session Expiration Notification

Insightly will utilize its notification system to send an alert to users 60 seconds before their session is timing out (sessions timeout after a 2 hour period of inactivity). If a user wants to keep their session active, they will need to click the notification. In the event that the notification is not clicked and the session expires, the user will be redirected to the login page; redirection to the login page will occur even if there are unsaved changes on the page being viewed at the time of the session expiration. 

Lock Dashboard Card Position

Users can now lock the positions of all dashboard cards on a single dashboard. Once enabled, users will not be allowed to resize any cards or change their position. Additionally, changing the size of the browser will not alter the size or position of the cards. By default, this setting is not enabled; after enablement, users can disable the feature.

Here is a link to our help documentation for working with dashboards.

Insightly CRM

Field Merge Tags in Workflow Automations

Administrators can now use field merge tags within email subject lines when building a workflow automation in CRM.

Here is a link to our help documentation for working with workflows.

Insightly Marketing

Convert Prospects into Contacts

Users can now convert prospect records into contact records. This can be accomplished through a prospect record’s Actions dropdown or through the finish action creation process. Prospects that are linked to a contact can not be converted.

Here is a link to our help documentation to learn more about prospects.

Add to List" Action Menu Option Updated to "Add to Marketing List"

The Actions dropdown will now contain the Add to Marketing List option, which will replace the Add to List option.

Here is a link to our help documentation to learn more about lists.

Insightly Service

Added "Last Reply From" Field

The Last Reply From field defines who (contact or agent) the last reply to a ticket was received from. The Last Reply From field is now available for selection when filtering list views; it can also be added to page layouts and utilized in reporting.

Here is a link to our help documentation regarding tickets.

System Events Tab Updated to Audit Log Tab

The System Events tab within tickets has been updated to the Audit Log tab. The Audit Log tab displays system events (identified by a gear icon) as well as user events (identified by a user’s avatar).

Here is a link to our help documentation regarding tickets.

AppConnect

Select Multiple Fields in "Updated" Trigger

The Updated trigger that appears in the Insightly connector within AppConnect has been updated to allow users to select multiple fields to be observed when a record has been updated.

Here is a link to our help documentation for working with AppConnect triggers.

Standard Record Links Now Included in "New entity" Trigger

The New entity trigger within the Insightly connector has been updated to include standard record links. This allows the trigger to be activated when linking contact, opportunity, organization, and project records to other records.

Here is a link to our help documentation for working with AppConnect triggers.

Insightly Connector Now Include Previous Properties

The Update entity trigger and the New or Updated entity trigger within the Insightly connector can now include properties from the entity before it was changed.

Here is a link to our help documentation for working with AppConnect triggers.

New Actions: "Get multiple entities by object name" and "Create a new entity"

AppConnect can now retrieve task comments and note comments within Insightly through the Get multiple entities by object name action. Additionally, AppConnect can add task comments and note comments through the Create a new entity action.

Here is a link to our help documentation for working with AppConnect actions.

Opportunity Products Now Included in "New entity" and "Updated entity" Triggers

The New entity trigger and the Updated entity trigger within the Insightly connector have been updated to include opportunity products. This allows a recipe to be triggered when an opportunity product has been created or updated.

Here is a link to our help documentation for working with AppConnect triggers.

"Create entity" Can Now Create Notes

The Create entity action within AppConnect can now create notes on any existing contact, organization, lead, opportunity, or project record within Insightly.

Here is a link to our help documentation for working with AppConnect actions.

New Trigger: "new ticket comment"

The new ticket comment trigger has been added to the Insightly connector within AppConnect. This can be used to trigger a recipe when a ticket comment is added, updated, or deleted within Insightly Service.

Here is a link to our help documentation for working with AppConnect triggers.

Email Notification Recipients Update

Previously, AppConnect task usage notifications were through email to the admin who initially setup AppConnect. Now, Insightly Administrators can select which users will receive email notifications when the account’s task usage limit is approaching.

Here is a link to our help documentation for AppConnect task limits.

Delete Events Now Displays All Standard Fields

Historically, delete events in Insightly AppConnect only displays the message ID, record, ID, and name. Insightly has enhanced delete events and they will now display all standard fields for a record.

Here is a link to our Insightly AppConnect documentation to learn more about functionality.

Time Zone in AppConnect Now Synced with Insightly User Settings

When a new user is added to AppConnect, their time zone will correspond with the time zone they selected in their User Settings within Insightly CRM. If the user’s time zone is later updated within CRM, their time zone will also be updated in AppConnect.

Here is a link to our help documentation to learn more about AppConnect.

Additional Resources

• Learn more about contacting Insightly Support
• Learn more about support and service plans for Insightly products:
  • CRM
  • Marketing 
  • Service
  • AppConnect 
• Review the status of Insightly