Accessing an item using a unique ID number

When you use standards like ISO 9001, your business will operate best when you have ID numbers for your records.

Each record within Insightly is automatically given a reference number that's displayed in the URL and can be displayed in the record itself. You can use this number to search for records, too.
Contact ID search

Displaying the Record ID

You can choose whether to display the record ID number on each record or not. Your Insightly administrator can enable this setting from the System Settings > Record ID page. System settings to record id

When the Record ID is enabled, you will see the ID number as a field in each item's details. Contact ID in details

When you use standards like ISO 9001, your business will operate best when you have ID numbers for your records.

Each record within Insightly is automatically given a reference number that's displayed in the URL and can be displayed in the record itself. You can use this number to search for records, too.

relationships_001.jpg

Displaying the Record ID

You can choose whether to display the record ID number on each record or not. Your Insightly administrator can enable this setting from the System Settings > Record ID page. 

System settings to record id

When the Record ID is enabled, you will see the ID number as a field in each item's details. 

relationships_002.jpg

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