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
Search Added to Field List
| Who | Administrators |
| What | Objects and Fields |
| Where | System Settings > Objects and Fields |
Administrators can now search for specific fields using the search bar added to the object field lists located in System Settings > Objects and Fields > Object Fields. Lists can be searched using a minimum of two characters. The list can also be refreshed using the refresh icon located to the right of the search bar.
Here is a link to our help documentation for working with objects and fields.
‘Updates to Queue Records’ Notification
| Who | Administrators |
| What | Queues |
| Where | System Settings > Queues |
Insightly administrators can now enable the Updates to Queue Records when editing a queues' details. Enabling this setting will send an email to members of the queue receive each time a record in the queue is updated.
Here is a link to our help documentation for working with queues.
Queues Now Available for Leads
| Who | Administrators |
| What | Queues |
| Where | System Settings > Queues |
Previously, queues were only available for tickets in Insightly Service. Insightly CRM users can now create queues for leads.
Here is a link to our help documentation for working with queues.
Top Down Filter Now Available for Search
| Who | Users |
| What | Search |
| Where | Insightly Platform |
When using Insightly’s global search bar, users can now filter results down further than previously by using the dropdown located on the left-hand side of the search bar, which is labeled All. Use this dropdown to select a specific object to filter the search results by, including the results that appear as you type.
Here is a link to our help documentation for searching in Insightly.
Dashboard and Dashboard Card Enhancements
| Who | Users |
| What | Dashboard Cards |
| Where | Dashboards > Any Dashboard |
Dashboard and dashboard card functionality has been enhanced with the below functionality for all Insightly products where dashboards are available:
- Dashboards can now be printed by clicking the Actions button while viewing a dashboard and selecting the Print This Dashboard option. Subsequently, the Print this Dashboard option can also be selected by clicking the three dot menu of a dashboard in the Dashboard object’s list view. Once the print option is selected, the dashboard will open in a new window to display a print preview with the dashboard’s cards displayed at their largest size. The browser’s print dialog will be available to define applicable printing settings.
- Search functionality has been added to the Dashboard object. Both dashboards and dashboard cards can be searched by dashboard or card name or card type. The search value is required to be at least two or more characters.
Here is a link to our help documentation to learn more about dashboards and dashboard cards.
Dashboard Dynamic Date Filters
| Who | Users |
| What | Dashboard Cards |
| Where | Dashboards > Any Dashboard |
When adding filters to dashboard cards, users can now add dynamic forward looking date filters. The following dynamic date filters have been added:
- Next 24 Hours
- Next 7 Days
- Next 30 Days
- Next 60 Days
- Next 365 Days
- Next 3 Months
- Next 6 Months
- Next 12 Months
- Next…
Insightly Marketing
'Convert to Contact' Journey Action
| Who | Users |
| What | Journeys |
| Where | Journeys > Journey Record |
The Convert to Contact action allows users to setup a step in the journey that will convert a prospect record into a contact record.
Here is a link to our help documentation for building and configuring journeys.
Insightly Service
Ticket SLA Events Now Appear in the Audit Log Tab
| Who | Users |
| What | Tickets |
| Where | Tickets > Related Tab |
The Audit Log tab within ticket records will now record SLA reminder email notifications, SLA violations, and SLA escalation emails.
Here is a link to our help documentation for working with tickets.
New Ticket Filter Field: Ticket Age in Days
| Who | Users |
| What | Tickets |
| Where | Tickets |
The filter field Ticket Age in Days has been added to tickets in Insightly Service. The field can be used as a list filter and can be used as a column in ticket list views and reports. This field displays the age of any given ticket in days, calculated from the time the ticket was created to the current time.
Here is a link to our help documentation for working with tickets.
Applying an SLA to a Ticket Will Now Be Recorded in the Audit Log Tab
| Who | Users |
| What | Tickets |
| Where | Tickets > Related Tab |
When an SLA policy is applied to a ticket, the event will now be recorded in that ticket’s Audit Log tab.
Here is a link to our help documentation for working with tickets.
AppConnect
'Merge Ticket' Action Removed
| Who | Users |
| What | AppConnect Actions |
| Where | AppConnect |
The Merge Ticket action has been removed from the Insightly connector within AppConnect and has been replaced with the Merge Entities action.
Here is a link to our help documentation for working with AppConnect recipes.
'Add Ticket to Comment' Action Removed
| Who | Users |
| What | AppConnect Actions |
| Where | AppConnect |
The Add Comment To Ticket action has been removed from the Insightly connector within AppConnect. To perform this action, users will now use the Create Entity action and select the Ticket Comment object type.
Here is a link to our help documentation for working with AppConnect recipes.
Sync User’s Time Zone in AppConnect with Time Zone in CRM
| Who | Users |
| What | Time Zone Settings |
| Where | User Settings > 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:
- Review the status of Insightly