What's New at Insightly October 2023

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 

Insightly CRM

Insightly Marketing

Insightly Service

Insightly AppConnect

Additional Resources

Insightly Platform 

When creating a dropdown or multi-select dropdown custom field, users may now add a search box to the dropdown by checking the Allow searching through options in dropdown checkbox, which enables search functionality within the dropdown. This option is off by default.

Here is a link to our help documentation for creating Custom Fields.

Clone Drill Path Cards when cloning the entire Dashboard

When cloning an entire dashboard, we are enabling cloning of dashboard drill path cards as well. This enhancement entails that each time a user clones a dashboard, any pre-existing drill path cards associated with it, will also be cloned.

Here is a link to our help documentation to learn more about Cloning Dashboard

Add report editing restrictions to each Report

To restrict who can edit or delete reports, we are adding an option of a checkbox to the Report properties modal. This option is only visible to Report Owner and Administrators. When the checkbox is checked (enabled), only the report owner and administrators can edit or delete the report, all other users will see edit and delete option as disabled. This includes bulk editing as well.

Here is a link to our help documentation to learn more about Editing Reports

Remove Dashboard button from Reports

Dashboard button is being removed from all the Reports views on CRM, Marketing and Service apps.

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

When a user enters a search text into the Global search (top search box), search value will now be retained after the search is executed. 

Here is a link to our help documentation to learn more about Global Search

Insightly CRM

If users have both CRM and Marketing Subscriptions, Marketing Lists will now be available within the Contact and Lead individual records' Related tabs in CRM. The Marketing Lists grid will show any marketing lists the Contacts or Leads are subscribed to. Clicking on Marketing Lists from CRM will redirect the user to the list details page in Marketing. By default, this option will not be available in a page layout but it can be added by an Administrator via System Settings.

Here is a link to our help documentation to learn more about How to Add Contacts and Leads from CRM to Lists in Marketing.

Allow setting the Owner on conversion from Opportunity to Project

When converting an Opportunity to a Project, users will now be allowed to set the New Project Owner on the Project Conversion screen. The dropdown value for New Project Owner will be set to the currently logged in user converting the Opportunity and Project Name will be set to the Opportunity name by default.

Here is a link to our help documentation to learn more about Converting an Opportunity to a Project

Insightly Marketing

Dynamic Options for From field

When sending an email through Insightly Marketing with Email Reply Management enabled, users can choose to check or uncheck the Custom Reply To field. Then, if a prospect replies back to the email, the reply will be forwarded to the dynamic From email address. If a From email address isn’t selected, the reply will be sent to the From Fallback email address.

Here is a link to our help documentation for Insightly Marketing emails.

Active Marketing List Membership

If a prospect has opted out from a list and is subsequently removed, adding them to that list in the future will not change their opted out selection.

Here is a link to our help documentation for Marketing Lists.

Insightly Service

Ticket Comment Report

The new Ticket Comment Report can be used to review details regarding ticket comments available in an Insightly Service account. Draft comments are not included in this report. By default, the Ticket Comment Report displays the following information:

  • Ticket Number
  • Ticket Subject
  • Comment Author Name
  • Comment Channel
  • Public Comment (Y/N)
  • Date Created

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

Ticket Comment Settings

The Default Ticket Comment dropdown has been added to Service User Settings > User Settings. Use this field to determine if ticket comments will be a Public Reply or an Internal Note by default. Select Public Reply or Internal Note.

Here is a link to our help documentation for Service User Settings.

Insightly AppConnect

User Responsible for Update field added 

The Updated User ID or User Responsible for Update field has been added to Webhooks and AppConnect. This field returns the ID of the User that made the change to a record. In AppConnect, it will only show up in the Updated entity and New or Updated entity triggers. It will also show up in edit or update actions in CRM, Marketing and Service Apps. If the edit was made through a system process such as Workflow Automation, the field value will be null.

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

Dates to remember added to Trigger Conditions 

Dates to remember fields have been added to AppConnect trigger conditions. The following fields are now available do be used for setting trigger conditions for Contacts and Organizations

  • Occasion Name
  • Occasion Date
  • Repeat Yearly
  • Reminder

Here is a link to our help documentation for AppConnect Trigger Conditions

Additional Resources

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