January 2021

Product Updates

  • New Opportunity Form - Populate Primary Linked Organization: When creating a new Opportunity record from an existing Contact, the Primary Linked Organization related to the Contact will now automatically populate the Organization field of the Opportunity record you are creating. Learn more.

  • Search - Clickable Column Headers in Full Search Results: When using the global search within Insightly, the search results can now be reordered by clicking a on column header.
    Additionally, when reviewing search results by object type, the results can also be reordered by clicking on a column header. Learn more.

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