How to view and find records in the Insightly Add-on for Gmail

Viewing contacts and leads related to an email is automatic in the Insightly Add-on. When you open an email, information for senders and recipients matching your Insightly records will be displayed.

An orange icon or an image indicates the email address has a match in Insightly. A black icon indicates there is no match.

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Click a person's name to view the basic details from their Insightly record. When you click their email address in the add-on, a Gmail compose window will open with your Insightly mailbox address on the BCC line. This saves a copy of the message to Insightly when you send it.

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To open a new tab and view the full record in Insightly, click the three dot menu and select Open in Web.

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You can also search for and view any Insightly record through the add-on. Click Search and enter your search term.

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To focus searches on a particular object, enter "type:[Record Type] [Search term]". For example, "type:projects yard" will list only projects containing "yard".

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